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 |
---|---|---|---|---|---|---|---|
Jul 12, 2022
Q2 2022
|
Parkside Advisors LLC
|
BUY
|
- |
1.7K+ 17.72% |
$52.9K - $63.2K
|
11.3K
$217K
|
|
Jul 11, 2022
Q2 2022
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-45.4K- 50.92% |
$1.41M - $1.69M
|
43.8K
$843K
|
|
Jul 11, 2022
Q2 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
6.49KNew |
$202K - $241K
|
6.49K
$125K
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-14KClosed |
$436K - $521K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-757Closed |
$25.5K - $29.9K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-68.5KClosed |
$2.31M - $2.7M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-7.07KClosed |
$238K - $279K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-6.61KClosed |
$222K - $261K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-6.85KClosed |
$231K - $270K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-26.6KClosed |
$895K - $1.05M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-41- 3.85% |
$1.38K - $1.62K
|
1.02K
$19.7K
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-5KClosed |
$168K - $197K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-66Closed |
$2.22K - $2.61K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
SELL
|
- |
-3.89KClosed |
$131K - $153K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Resolute Advisors LLC
|
SELL
|
- |
-194- 44.39% |
$6.53K - $7.66K
|
243
$4.68K
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-73Closed |
$2.46K - $2.88K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-6.56KClosed |
$221K - $259K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-1Closed |
$33.7 - $39.5
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-8.61KClosed |
$290K - $340K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-1.47K- 18.28% |
$49.3K - $57.8K
|
6.55K
$126K
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
241New |
$8.11K - $9.51K
|
241
$4.64K
|
|
May 05, 2022
Q1 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-14.4KClosed |
$484K - $567K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-169Closed |
$5.69K - $6.67K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-6.1KClosed |
$205K - $241K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-8.48KClosed |
$286K - $335K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
170New |
$5.72K - $6.71K
|
170
$3.27K
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.57K- 94.25% |
$86.6K - $102K
|
157
$3.02K
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
SELL
|
- |
-18.7KClosed |
$630K - $739K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-820Closed |
$27.6K - $32.4K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-4.52KClosed |
$152K - $178K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
205New |
$6.9K - $8.09K
|
205
$3.95K
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
86.1KNew |
$2.9M - $3.4M
|
86.1K
$1.66M
|
|
Apr 27, 2022
Q1 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-5.24KClosed |
$176K - $207K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-107Closed |
$3.6K - $4.22K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Optas, LLC
|
SELL
|
- |
-5.18KClosed |
$174K - $204K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.01KClosed |
$34K - $39.9K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Harbor Group, Inc.
|
SELL
|
- |
-9.64KClosed |
$324K - $380K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-7.45KClosed |
$251K - $294K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Veery Capital, LLC
|
SELL
|
- |
-15.8KClosed |
$532K - $624K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
SELL
|
- |
-5.22KClosed |
$176K - $206K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Mcia Inc
|
SELL
|
- |
-20.6KClosed |
$693K - $813K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Marotta Asset Management
|
SELL
|
- |
-5.72KClosed |
$193K - $226K
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
61New |
$2.05K - $2.41K
|
61
$1.17K
|
|
Q4 2021 | |||||||
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-171Closed |
$6.46K - $6.94K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-150Closed |
$5.67K - $6.09K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-17.1KClosed |
$644K - $692K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-5.61KClosed |
$212K - $228K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-344Closed |
$13K - $14K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
100New |
$3.78K - $4.06K
|
100
$1.93K
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-14.4KClosed |
$542K - $583K
|
0
$0
|