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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1+ 9.09% |
$28 - $33.9
|
12
$231
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.55K+ 80.58% |
$183K - $222K
|
14.7K
$283K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
SELL
|
- |
-101- 26.23% |
$2.83K - $3.42K
|
284
$5.47K
|
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
331KNew |
$9.27M - $11.2M
|
331K
$6.37M
|
|
|
Feb 01, 2023
Q4 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
10KNew |
$281K - $340K
|
10K
$193K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
2.91KNew |
$81.6K - $98.7K
|
2.91K
$56.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
805New |
$22.5K - $27.3K
|
805
$15.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
28.4K+ 26.77% |
$796K - $963K
|
135K
$2.59M
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
14.4KNew |
$403K - $488K
|
14.4K
$277K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
281New |
$7.87K - $9.52K
|
281
$5.41K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3.88KNew |
$109K - $131K
|
3.88K
$74.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Oikos Holdings LLC
|
BUY
|
- |
236KNew |
$6.6M - $7.98M
|
236K
$4.54M
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
17.8KNew |
$499K - $603K
|
17.8K
$343K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
98.7K+ 19.03% |
$2.76M - $3.34M
|
617K
$11.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
6.64KNew |
$186K - $225K
|
6.64K
$128K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-4.6K- 33.21% |
$129K - $156K
|
9.26K
$178K
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.41K- 12.41% |
$39.6K - $47.9K
|
9.98K
$192K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
520New |
$14.6K - $17.6K
|
520
$10K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
489New |
$13.7K - $16.6K
|
489
$9.41K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
56New |
$1.57K - $1.9K
|
56
$1.08K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-26- 0.16% |
$728 - $881
|
16.6K
$319K
|
|
|
Jan 12, 2023
Q4 2022
|
Avity Investment Management Inc.
|
BUY
|
- |
6.9KNew |
$193K - $234K
|
6.9K
$133K
|
|
|
Jan 12, 2023
Q4 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
29+ 0.41% |
$812 - $982
|
7.11K
$137K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-21.7K- 73.94% |
$609K - $736K
|
7.66K
$147K
|
|
|
Jan 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-2.82K- 99.93% |
$78.8K - $95.3K
|
2
$38.5
|
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
BUY
|
- |
7.44KNew |
$208K - $252K
|
7.44K
$143K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
373New |
$10.4K - $12.6K
|
373
$7.18K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-2.9K- 8.91% |
$81.3K - $98.3K
|
29.7K
$571K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.9KNew |
$53.3K - $64.5K
|
1.9K
$36.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-4.63K- 43.6% |
$130K - $157K
|
5.99K
$115K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
46New |
$1.29K - $1.56K
|
46
$886
|
|
| Q3 2022 | |||||||
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
393New |
$11K - $13.2K
|
393
$7.57K
|
|
|
Feb 28, 2024
Q3 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-30Closed |
$840 - $1.01K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
4.02K+ 1.65% |
$112K - $135K
|
248K
$4.77M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
116KNew |
$3.24M - $3.88M
|
116K
$2.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.42KNew |
$39.6K - $47.6K
|
1.42K
$27.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
7.55KNew |
$211K - $254K
|
7.55K
$145K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-46.9K- 0.43% |
$1.31M - $1.58M
|
11M
$211M
|
|
|
Nov 14, 2022
Q3 2022
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-11.7K- 43.81% |
$328K - $393K
|
15K
$289K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-618K- 84.55% |
$17.3M - $20.8M
|
113K
$2.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
43.5KNew |
$1.22M - $1.46M
|
43.5K
$837K
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
7.89KNew |
$221K - $265K
|
7.89K
$152K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-12.2K- 20.42% |
$342K - $411K
|
47.6K
$916K
|
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
10.5K+ 19.96% |
$293K - $352K
|
62.9K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-5.09K- 12.52% |
$143K - $171K
|
35.6K
$685K
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.14K+ 450.0% |
$60K - $72K
|
2.62K
$50.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.48K+ 4.81% |
$69.5K - $83.5K
|
54.1K
$1.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
571K+ 3421.88% |
$16M - $19.2M
|
587K
$11.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-529- 72.57% |
$14.8K - $17.8K
|
200
$3.85K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
18.6KNew |
$520K - $624K
|
18.6K
$357K
|
|