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 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.66KNew |
$183K - $210K
|
5.66K
$131K
|
|
Feb 12, 2024
Q4 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-82.4K- 93.92% |
$2.67M - $3.05M
|
5.34K
$124K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
204KNew |
$6.6M - $7.54M
|
204K
$4.72M
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
11.9KNew |
$384K - $439K
|
11.9K
$274K
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
27.5K+ 5.43% |
$889K - $1.02M
|
534K
$12.4M
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6.76K+ 29.81% |
$219K - $250K
|
29.4K
$681K
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-2.15K- 9.36% |
$69.6K - $79.6K
|
20.8K
$482K
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-148- 1.6% |
$4.79K - $5.48K
|
9.1K
$211K
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
82+ 2.0% |
$2.65K - $3.03K
|
4.19K
$97K
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
260New |
$8.42K - $9.62K
|
260
$6.02K
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
165+ 7.5% |
$5.34K - $6.11K
|
2.37K
$54.7K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
292New |
$9.45K - $10.8K
|
292
$6.76K
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
142+ 0.15% |
$4.6K - $5.26K
|
97.5K
$2.26M
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-200- 0.25% |
$6.47K - $7.4K
|
78.6K
$1.82M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.1K+ 78.44% |
$35.4K - $40.5K
|
2.49K
$57.7K
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
4.16K+ 1.38% |
$135K - $154K
|
306K
$7.09M
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
1.39K+ 1.19% |
$44.9K - $51.3K
|
118K
$2.72M
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
17New |
$550 - $629
|
17
$394
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-1.23K- 1.36% |
$39.7K - $45.4K
|
89.1K
$2.06M
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
BUY
|
- |
1.28K+ 19.72% |
$41.4K - $47.3K
|
7.76K
$180K
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
354+ 163.89% |
$11.5K - $13.1K
|
570
$13.2K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
245New |
$7.93K - $9.07K
|
245
$5.67K
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
30New |
$971 - $1.11K
|
30
$695
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-4.05K- 30.13% |
$131K - $150K
|
9.38K
$217K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2.18K- 68.87% |
$70.6K - $80.7K
|
986
$22.8K
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.9KNew |
$191K - $218K
|
5.9K
$137K
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-3.06K- 13.54% |
$99.1K - $113K
|
19.5K
$452K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.28K+ 1.25% |
$73.7K - $84.2K
|
184K
$4.26M
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
14.9K+ 3.12% |
$483K - $552K
|
492K
$11.4M
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
6.06KNew |
$196K - $224K
|
6.06K
$140K
|
|
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
$8.59K
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
31New |
$1.05K - $1.14K
|
31
$718
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.73KNew |
$58.4K - $63.4K
|
1.73K
$40K
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
BUY
|
- |
855+ 7.95% |
$28.9K - $31.4K
|
11.6K
$269K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.6KNew |
$87.9K - $95.4K
|
2.6K
$60.1K
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.42KNew |
$217K - $236K
|
6.42K
$149K
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-671- 99.85% |
$22.7K - $24.6K
|
1
$23.2
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7.69K+ 9.15% |
$260K - $282K
|
91.7K
$2.12M
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-1.66K- 12.39% |
$56.2K - $61K
|
11.7K
$272K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-932- 40.66% |
$31.5K - $34.2K
|
1.36K
$31.5K
|
|
Nov 13, 2023
Q3 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
7.14KNew |
$241K - $262K
|
7.14K
$165K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.66KNew |
$56.2K - $61K
|
1.66K
$38.5K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2.68K- 17.55% |
$90.6K - $98.3K
|
12.6K
$291K
|
|
Nov 08, 2023
Q3 2023
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-2.12K- 19.42% |
$71.7K - $77.8K
|
8.79K
$204K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.85K+ 0.82% |
$232K - $251K
|
838K
$19.4M
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
7.49KNew |
$253K - $275K
|
7.49K
$173K
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-55K- 62.11% |
$1.86M - $2.02M
|
33.5K
$776K
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-1.87K- 5.27% |
$63.1K - $68.5K
|
33.5K
$776K
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-300- 84.75% |
$10.1K - $11K
|
54
$1.25K
|