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 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
6.06KNew |
$196K - $224K
|
6.06K
$133K
|
|
Q3 2023 | |||||||
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
371New |
$12.5K - $13.6K
|
371
$8.17K
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
31New |
$1.05K - $1.14K
|
31
$683
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.73KNew |
$58.4K - $63.4K
|
1.73K
$38K
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
BUY
|
- |
855+ 7.95% |
$28.9K - $31.4K
|
11.6K
$256K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.6KNew |
$87.9K - $95.4K
|
2.6K
$57.2K
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.42KNew |
$217K - $236K
|
6.42K
$141K
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-671- 99.85% |
$22.7K - $24.6K
|
1
$22
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7.69K+ 9.15% |
$260K - $282K
|
91.7K
$2.02M
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-1.66K- 12.39% |
$56.2K - $61K
|
11.7K
$259K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-932- 40.66% |
$31.5K - $34.2K
|
1.36K
$30K
|
|
Nov 13, 2023
Q3 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
7.14KNew |
$241K - $262K
|
7.14K
$157K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.66KNew |
$56.2K - $61K
|
1.66K
$36.6K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2.68K- 17.55% |
$90.6K - $98.3K
|
12.6K
$277K
|
|
Nov 08, 2023
Q3 2023
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-2.12K- 19.42% |
$71.7K - $77.8K
|
8.79K
$194K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.85K+ 0.82% |
$232K - $251K
|
838K
$18.5M
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
7.49KNew |
$253K - $275K
|
7.49K
$165K
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-55K- 62.11% |
$1.86M - $2.02M
|
33.5K
$739K
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-1.87K- 5.27% |
$63.1K - $68.5K
|
33.5K
$739K
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-300- 84.75% |
$10.1K - $11K
|
54
$1.19K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
256New |
$8.66K - $9.4K
|
256
$5.64K
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-13- 0.02% |
$440 - $477
|
69.4K
$1.53M
|
|
Oct 17, 2023
Q3 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-60- 0.92% |
$2.03K - $2.2K
|
6.49K
$143K
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
119KNew |
$4.03M - $4.38M
|
119K
$2.63M
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
7.93KNew |
$268K - $291K
|
7.93K
$175K
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-34.5K- 40.22% |
$1.17M - $1.27M
|
51.3K
$1.13M
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
728New |
$24.6K - $26.7K
|
728
$16K
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-911- 12.75% |
$30.8K - $33.4K
|
6.23K
$137K
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.88K- 24.85% |
$97.4K - $106K
|
8.71K
$192K
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
12.6K+ 4.03% |
$427K - $463K
|
325K
$7.17M
|
|
Q2 2023 | |||||||
Feb 13, 2025
Q2 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-5.96KClosed |
$205K - $218K
|
0
$0
|
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-13.7KClosed |
$472K - $500K
|
0
$0
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-203- 10.85% |
$7K - $7.42K
|
1.67K
$36.7K
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.87KNew |
$64.3K - $68.2K
|
1.87K
$41.1K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
448New |
$15.4K - $16.4K
|
448
$9.87K
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-185- 12.24% |
$6.38K - $6.76K
|
1.33K
$29.2K
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
163New |
$5.62K - $5.96K
|
163
$3.59K
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
44New |
$1.52K - $1.61K
|
44
$969
|
|
Aug 14, 2023
Q2 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-93.3K- 83.72% |
$3.22M - $3.41M
|
18.1K
$400K
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
BUY
|
- |
5.72KNew |
$197K - $209K
|
5.72K
$126K
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-13K- 27.6% |
$449K - $476K
|
34.1K
$752K
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-1.51K- 12.89% |
$52K - $55.1K
|
10.2K
$224K
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.88K- 22.58% |
$64.7K - $68.6K
|
6.44K
$142K
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-2.33K- 28.98% |
$80.2K - $85K
|
5.7K
$126K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.64K+ 0.61% |
$56.5K - $59.9K
|
271K
$5.97M
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
675+ 30.41% |
$23.3K - $24.7K
|
2.9K
$63.8K
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$138 - $146
|
12.2K
$268K
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
13.7KNew |
$471K - $499K
|
13.7K
$301K
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.36K- 15.94% |
$46.8K - $49.6K
|
7.16K
$158K
|