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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
10New |
$345 - $365
|
10
$220
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10+ 0.21% |
$345 - $365
|
4.69K
$103K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
30.3KNew |
$1.04M - $1.11M
|
30.3K
$667K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
653+ 5.24% |
$22.5K - $23.9K
|
13.1K
$289K
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-990- 82.64% |
$34.1K - $36.2K
|
208
$4.58K
|
|
|
Jul 27, 2023
Q2 2023
|
Northern Capital Management, Inc.
|
SELL
|
- |
-18- 0.29% |
$621 - $658
|
6.14K
$135K
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
137KNew |
$4.73M - $5.01M
|
137K
$3.02M
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
6.87KNew |
$237K - $251K
|
6.87K
$151K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
3.34KNew |
$115K - $122K
|
3.34K
$73.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-441- 1.24% |
$15.2K - $16.1K
|
35.2K
$775K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2.19K+ 0.09% |
$75.5K - $80.1K
|
2.52M
$55.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-27.7K- 1.73% |
$954K - $1.01M
|
1.57M
$34.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$103 - $110
|
7.06K
$155K
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2.06KNew |
$71.1K - $75.3K
|
2.06K
$45.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-638K- 27.01% |
$22M - $23.3M
|
1.72M
$38M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
CALL |
-300- 50.0% |
$10.3K - $11K
|
300
$6.61K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.55KNew |
$123K - $130K
|
3.55K
$78.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-183- 2.15% |
$6.31K - $6.69K
|
8.35K
$184K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-999- 22.59% |
$34.4K - $36.5K
|
3.42K
$75.4K
|
|
|
Jul 11, 2023
Q2 2023
|
Monumental Financial Group Inc.
|
SELL
|
- |
-2.04K- 1.61% |
$70.3K - $74.5K
|
125K
$2.75M
|
|
| Q1 2023 | |||||||
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-6.35KClosed |
$206K - $225K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
13.7KNew |
$443K - $484K
|
13.7K
$301K
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.31K- 56.29% |
$74.7K - $81.7K
|
1.79K
$39.4K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-86- 98.85% |
$2.79K - $3.05K
|
1
$22
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
656+ 6.69% |
$21.3K - $23.2K
|
10.5K
$230K
|
|
|
May 12, 2023
Q1 2023
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
99KNew |
$3.21M - $3.51M
|
99K
$2.18M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
5.91KNew |
$192K - $210K
|
5.91K
$130K
|
|
|
May 11, 2023
Q1 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-7.77K- 35.45% |
$252K - $275K
|
14.1K
$312K
|
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
5.85KNew |
$190K - $207K
|
5.85K
$129K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
36.4KNew |
$1.18M - $1.29M
|
36.4K
$803K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
57+ 15.16% |
$1.85K - $2.02K
|
433
$9.54K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
46New |
$1.49K - $1.63K
|
46
$1.01K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-9- 75.0% |
$292 - $319
|
3
$66.1
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-43- 4.5% |
$1.39K - $1.52K
|
912
$20.1K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
7New |
$227 - $248
|
7
$154
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.9K+ 41.31% |
$93.9K - $103K
|
9.9K
$218K
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
16.3KNew |
$528K - $577K
|
16.3K
$359K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
5.39K+ 387.07% |
$175K - $191K
|
6.78K
$149K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
4.32K+ 3.07% |
$140K - $153K
|
145K
$3.2M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-17- 12.59% |
$551 - $602
|
118
$2.6K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
46.4K+ 1471.59% |
$1.5M - $1.64M
|
49.6K
$1.09M
|
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
3.7K+ 30.35% |
$120K - $131K
|
15.9K
$350K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1.24K- 18.42% |
$40.3K - $44K
|
5.5K
$121K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-9.91K- 53.96% |
$321K - $351K
|
8.46K
$186K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-11.5KClosed |
$372K - $406K
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
118New |
$3.83K - $4.18K
|
118
$2.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
140KNew |
$4.55M - $4.98M
|
140K
$3.09M
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-6.7K- 26.08% |
$217K - $237K
|
19K
$418K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
798+ 0.74% |
$25.9K - $28.3K
|
108K
$2.38M
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
5.92KNew |
$192K - $210K
|
5.92K
$130K
|
|