Latest Institutional Transactions on Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Intl Eqty (SCHF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.97K- 95.73% |
$36.3K - $80.6K
|
88
$1.94K
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
BUY
|
- |
9.68K+ 100.0% |
$178K - $396K
|
19.4K
$427K
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
10.4K+ 487.14% |
$192K - $426K
|
12.6K
$277K
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
6.66K+ 99.97% |
$123K - $272K
|
13.3K
$294K
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
475+ 104.63% |
$8.74K - $19.4K
|
929
$20.5K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
4.88KNew |
$180K - $203K
|
4.88K
$107K
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
6.99K+ 9.22% |
$258K - $290K
|
82.8K
$1.82M
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
55+ 0.63% |
$2.03K - $2.29K
|
8.76K
$193K
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
62New |
$2.29K - $2.58K
|
62
$1.37K
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-200- 5.9% |
$7.4K - $8.31K
|
3.19K
$70.3K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
766+ 2.85% |
$28.3K - $31.8K
|
27.6K
$608K
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
443New |
$16.4K - $18.4K
|
443
$9.76K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.34KNew |
$235K - $264K
|
6.34K
$140K
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
5.22KNew |
$193K - $217K
|
5.22K
$115K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
79KNew |
$2.92M - $3.28M
|
79K
$1.74M
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.02KNew |
$74.8K - $84K
|
2.02K
$44.5K
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
504New |
$18.6K - $20.9K
|
504
$11.1K
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.67K+ 38.96% |
$209K - $235K
|
20.2K
$445K
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
1.83KNew |
$67.5K - $75.8K
|
1.83K
$40.2K
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
158+ 0.94% |
$5.84K - $6.56K
|
17K
$374K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-567- 9.48% |
$21K - $23.6K
|
5.41K
$119K
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
20+ 0.64% |
$740 - $831
|
3.15K
$69.3K
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
6.2KNew |
$229K - $258K
|
6.2K
$137K
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-146- 1.98% |
$5.4K - $6.07K
|
7.24K
$160K
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
135New |
$4.99K - $5.61K
|
135
$2.97K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
9.3KNew |
$344K - $386K
|
9.3K
$205K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.02KNew |
$74.7K - $83.9K
|
2.02K
$44.5K
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
1.51KNew |
$55.9K - $62.8K
|
1.51K
$33.3K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
27New |
$998 - $1.12K
|
27
$595
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
6.02K+ 100.0% |
$223K - $250K
|
12K
$265K
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
4.89KNew |
$181K - $203K
|
4.89K
$108K
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
5KNew |
$185K - $208K
|
5K
$110K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-828- 12.8% |
$30.6K - $34.4K
|
5.64K
$124K
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
5.78KNew |
$214K - $240K
|
5.78K
$127K
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
7.05KNew |
$261K - $293K
|
7.05K
$155K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
20New |
$740 - $831
|
20
$441
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
6.33K+ 5.88% |
$234K - $263K
|
114K
$2.51M
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-65Closed |
$2.4K - $2.7K
|
0
$0
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-918- 1.74% |
$33.9K - $38.1K
|
51.7K
$1.14M
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.87KNew |
$180K - $202K
|
4.87K
$107K
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
704+ 134.1% |
$26K - $29.3K
|
1.23K
$27.1K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
14.7KNew |
$543K - $610K
|
14.7K
$323K
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2.16KNew |
$79.7K - $89.5K
|
2.16K
$47.5K
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-77- 0.64% |
$2.85K - $3.2K
|
11.9K
$262K
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
12.7KNew |
$470K - $528K
|
12.7K
$280K
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-271- 4.33% |
$10K - $11.3K
|
5.99K
$132K
|
|
Oct 23, 2024
Q3 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
6.45KNew |
$238K - $268K
|
6.45K
$142K
|
|
Oct 21, 2024
Q3 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
4.9KNew |
$181K - $204K
|
4.9K
$108K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
6.26K+ 1.01% |
$231K - $260K
|
624K
$13.7M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
33.1K+ 11.85% |
$1.22M - $1.38M
|
313K
$6.89M
|