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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.17KNew |
$185K - $202K
|
5.17K
$120K
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
210New |
$7.5K - $8.21K
|
210
$4.86K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
22.9KNew |
$819K - $897K
|
22.9K
$531K
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-171- 2.81% |
$6.11K - $6.69K
|
5.9K
$137K
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
36.2K+ 11.31% |
$1.29M - $1.42M
|
357K
$8.26M
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
5.35KNew |
$191K - $209K
|
5.35K
$124K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
26.5K+ 19.75% |
$945K - $1.03M
|
160K
$3.71M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
53.7K+ 20.3% |
$1.92M - $2.1M
|
318K
$7.37M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.63K- 29.69% |
$129K - $142K
|
8.58K
$199K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
26.6KNew |
$949K - $1.04M
|
26.6K
$615K
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-17.4K- 5.42% |
$623K - $682K
|
304K
$7.04M
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
10.4KNew |
$370K - $405K
|
10.4K
$240K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
171New |
$6.11K - $6.69K
|
171
$3.96K
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
SELL
|
- |
-37.7K- 58.73% |
$1.35M - $1.47M
|
26.5K
$613K
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
416KNew |
$14.9M - $16.3M
|
416K
$9.63M
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.94M+ 2.6% |
$69.1M - $75.7M
|
76.3M
$1.77B
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.26K- 1.65% |
$80.7K - $88.3K
|
134K
$3.11M
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
128KNew |
$4.57M - $5M
|
128K
$2.96M
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-13.4K- 63.65% |
$479K - $524K
|
7.65K
$177K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
150+ 33.56% |
$5.36K - $5.87K
|
597
$13.8K
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1New |
$35.7 - $39.1
|
1
$23.2
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
829+ 9.19% |
$29.6K - $32.4K
|
9.85K
$228K
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
166KNew |
$5.93M - $6.5M
|
166K
$3.85M
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
163+ 2.34% |
$5.82K - $6.37K
|
7.13K
$165K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.25K+ 3.76% |
$152K - $166K
|
117K
$2.72M
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-16- 0.07% |
$571 - $626
|
24.2K
$560K
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-88- 0.96% |
$3.14K - $3.44K
|
9.07K
$210K
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
5.52KNew |
$197K - $216K
|
5.52K
$128K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.6KNew |
$57.1K - $62.6K
|
1.6K
$37K
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-73.1K- 91.11% |
$2.61M - $2.86M
|
7.14K
$165K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
1.07K+ 10.22% |
$38.3K - $41.9K
|
11.6K
$268K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-8.58K- 69.57% |
$306K - $336K
|
3.75K
$86.9K
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
20.7K+ 620.66% |
$740K - $811K
|
24.1K
$557K
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.71K- 19.25% |
$61.2K - $67K
|
7.19K
$166K
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-5.57K- 91.25% |
$199K - $218K
|
534
$12.4K
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
275+ 2.41% |
$9.82K - $10.8K
|
11.7K
$271K
|
|
Q4 2023 | |||||||
Mar 21, 2025
Q4 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-7.27KClosed |
$235K - $269K
|
0
$0
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
9.53K+ 4.44% |
$308K - $353K
|
224K
$5.19M
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.52KNew |
$49.2K - $56.3K
|
1.52K
$35.2K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.34KNew |
$43.3K - $49.6K
|
1.34K
$31K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.85KNew |
$125K - $142K
|
3.85K
$89.1K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
347New |
$11.2K - $12.8K
|
347
$8.03K
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-53- 0.34% |
$1.72K - $1.96K
|
15.4K
$356K
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8+ 2.23% |
$259 - $296
|
367
$8.5K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.34K+ 1443.21% |
$75.7K - $86.5K
|
2.5K
$57.9K
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
200+ 2.78% |
$6.47K - $7.4K
|
7.4K
$171K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
129New |
$4.18K - $4.77K
|
129
$2.99K
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-1.61K- 3.88% |
$52.1K - $59.6K
|
39.9K
$923K
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
381New |
$12.3K - $14.1K
|
381
$8.82K
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
42.4KNew |
$1.37M - $1.57M
|
42.4K
$981K
|