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 |
|---|---|---|---|---|---|---|---|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-6.35KClosed |
$206K - $225K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
13.7KNew |
$443K - $484K
|
13.7K
$278K
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.31K- 56.29% |
$74.7K - $81.7K
|
1.79K
$36.4K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-86- 98.85% |
$2.79K - $3.05K
|
1
$20.3
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
656+ 6.69% |
$21.3K - $23.2K
|
10.5K
$213K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
66New |
$2.14K - $2.34K
|
66
$1.34K
|
|
|
May 12, 2023
Q1 2023
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
99KNew |
$3.21M - $3.51M
|
99K
$2.01M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
5.91KNew |
$192K - $210K
|
5.91K
$120K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.57KNew |
$310K - $339K
|
9.57K
$195K
|
|
|
May 11, 2023
Q1 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-7.77K- 35.45% |
$252K - $275K
|
14.1K
$288K
|
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
5.85KNew |
$190K - $207K
|
5.85K
$119K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
36.4KNew |
$1.18M - $1.29M
|
36.4K
$741K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
57+ 15.16% |
$1.85K - $2.02K
|
433
$8.8K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
46New |
$1.49K - $1.63K
|
46
$935
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-9- 75.0% |
$292 - $319
|
3
$61
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-43- 4.5% |
$1.39K - $1.52K
|
912
$18.5K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
7New |
$227 - $248
|
7
$142
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.9K+ 41.31% |
$93.9K - $103K
|
9.9K
$201K
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
16.3KNew |
$528K - $577K
|
16.3K
$331K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
5.39K+ 387.07% |
$175K - $191K
|
6.78K
$138K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
4.32K+ 3.07% |
$140K - $153K
|
145K
$2.95M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-17- 12.59% |
$551 - $602
|
118
$2.4K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
46.4K+ 1471.59% |
$1.5M - $1.64M
|
49.6K
$1.01M
|
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
3.7K+ 30.35% |
$120K - $131K
|
15.9K
$323K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1.24K- 18.42% |
$40.3K - $44K
|
5.5K
$112K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-9.91K- 53.96% |
$321K - $351K
|
8.46K
$172K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-11.5KClosed |
$372K - $406K
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
118New |
$3.83K - $4.18K
|
118
$2.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
140KNew |
$4.55M - $4.98M
|
140K
$2.85M
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-6.7K- 26.08% |
$217K - $237K
|
19K
$386K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
798+ 0.74% |
$25.9K - $28.3K
|
108K
$2.2M
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
5.92KNew |
$192K - $210K
|
5.92K
$120K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-8.45K- 50.32% |
$274K - $300K
|
8.35K
$170K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-1.41K- 17.79% |
$45.6K - $49.8K
|
6.49K
$132K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
21.8KNew |
$706K - $772K
|
21.8K
$443K
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
7.22KNew |
$234K - $256K
|
7.22K
$147K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-53- 0.43% |
$1.72K - $1.88K
|
12.3K
$250K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
637New |
$20.7K - $22.6K
|
637
$13K
|
|
| Q4 2022 | |||||||
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-130- 34.21% |
$3.64K - $4.4K
|
250
$5.08K
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.81KNew |
$191K - $231K
|
6.81K
$139K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
403New |
$11.3K - $13.6K
|
403
$8.19K
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-4.54K- 5.25% |
$127K - $154K
|
81.9K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-28- 0.25% |
$784 - $948
|
11.2K
$228K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.4MNew |
$39.1M - $47.4M
|
1.4M
$28.4M
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
465New |
$13K - $15.7K
|
465
$9.45K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
714New |
$20K - $24.2K
|
714
$14.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
395K+ 0.56% |
$11.1M - $13.4M
|
71.3M
$1.45B
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
920New |
$25.8K - $31.2K
|
920
$18.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
83+ 100.0% |
$2.32K - $2.81K
|
166
$3.37K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.39K+ 6.69% |
$38.9K - $47K
|
22.1K
$450K
|
|