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 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-28- 0.25% |
$784 - $948
|
11.2K
$224K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.4MNew |
$39.1M - $47.4M
|
1.4M
$27.9M
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
465New |
$13K - $15.7K
|
465
$9.28K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
714New |
$20K - $24.2K
|
714
$14.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
395K+ 0.56% |
$11.1M - $13.4M
|
71.3M
$1.42B
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
920New |
$25.8K - $31.2K
|
920
$18.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
83+ 100.0% |
$2.32K - $2.81K
|
166
$3.31K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.39K+ 6.69% |
$38.9K - $47K
|
22.1K
$442K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1New |
$28 - $33.9
|
1
$20
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.39K+ 30.08% |
$66.8K - $80.8K
|
10.3K
$206K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
9.69KNew |
$271K - $328K
|
9.69K
$193K
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
4.53K+ 49.54% |
$127K - $153K
|
13.7K
$273K
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
56.1KNew |
$1.57M - $1.9M
|
56.1K
$1.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
13New |
$364 - $440
|
13
$259
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
1.59K+ 17.87% |
$44.5K - $53.8K
|
10.5K
$209K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1+ 9.09% |
$28 - $33.9
|
12
$240
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.55K+ 80.58% |
$183K - $222K
|
14.7K
$293K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
SELL
|
- |
-101- 26.23% |
$2.83K - $3.42K
|
284
$5.67K
|
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
331KNew |
$9.27M - $11.2M
|
331K
$6.61M
|
|
|
Feb 01, 2023
Q4 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
10KNew |
$281K - $340K
|
10K
$200K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
2.91KNew |
$81.6K - $98.7K
|
2.91K
$58.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
805New |
$22.5K - $27.3K
|
805
$16.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
28.4K+ 26.77% |
$796K - $963K
|
135K
$2.69M
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
281New |
$7.87K - $9.52K
|
281
$5.61K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3.88KNew |
$109K - $131K
|
3.88K
$77.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Oikos Holdings LLC
|
BUY
|
- |
236KNew |
$6.6M - $7.98M
|
236K
$4.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
17.8KNew |
$499K - $603K
|
17.8K
$355K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
98.7K+ 19.03% |
$2.76M - $3.34M
|
617K
$12.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-4.6K- 33.21% |
$129K - $156K
|
9.26K
$185K
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.41K- 12.41% |
$39.6K - $47.9K
|
9.98K
$199K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
520New |
$14.6K - $17.6K
|
520
$10.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
489New |
$13.7K - $16.6K
|
489
$9.76K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
56New |
$1.57K - $1.9K
|
56
$1.12K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-26- 0.16% |
$728 - $881
|
16.6K
$331K
|
|
|
Jan 12, 2023
Q4 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
29+ 0.41% |
$812 - $982
|
7.11K
$142K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-21.7K- 73.94% |
$609K - $736K
|
7.66K
$153K
|
|
|
Jan 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-2.82K- 99.93% |
$78.8K - $95.3K
|
2
$39.9
|
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
BUY
|
- |
7.44KNew |
$208K - $252K
|
7.44K
$149K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
373New |
$10.4K - $12.6K
|
373
$7.45K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-2.9K- 8.91% |
$81.3K - $98.3K
|
29.7K
$592K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.9KNew |
$53.3K - $64.5K
|
1.9K
$38K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-4.63K- 43.6% |
$130K - $157K
|
5.99K
$119K
|
|
| Q3 2022 | |||||||
|
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
$4.94M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
116KNew |
$3.24M - $3.88M
|
116K
$2.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.42KNew |
$39.6K - $47.6K
|
1.42K
$28.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
7.55KNew |
$211K - $254K
|
7.55K
$151K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-46.9K- 0.43% |
$1.31M - $1.58M
|
11M
$219M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-618K- 84.55% |
$17.3M - $20.8M
|
113K
$2.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
43.5KNew |
$1.22M - $1.46M
|
43.5K
$868K
|
|