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 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
7.51KNew |
$286K - $307K
|
7.51K
$144K
|
|
Jul 20, 2021
Q2 2021
|
First Command Bank
|
SELL
|
- |
-40Closed |
$1.53K - $1.63K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-40Closed |
$1.53K - $1.63K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-9.54KClosed |
$364K - $389K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Zeit Capital LLC
|
SELL
|
- |
-100- 71.94% |
$3.82K - $4.08K
|
39
$751
|
|
Jul 09, 2021
Q2 2021
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-15.8KClosed |
$604K - $647K
|
0
$0
|
|
Q1 2021 | |||||||
Dec 28, 2021
Q1 2021
|
Jordan Park Group LLC
|
SELL
|
- |
-1.73K- 16.42% |
$61.9K - $66.1K
|
8.82K
$170K
|
|
May 13, 2021
Q1 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-416KClosed |
$14.9M - $15.9M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-103Closed |
$3.68K - $3.93K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-873- 99.89% |
$31.2K - $33.3K
|
1
$19.3
|
|
May 07, 2021
Q1 2021
|
Davidson Investment Advisors
|
SELL
|
- |
-11KClosed |
$393K - $420K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-41Closed |
$1.47K - $1.56K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-14Closed |
$500 - $534
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-5.75KClosed |
$206K - $219K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Gratus Capital LLC
|
SELL
|
- |
-8.59KClosed |
$307K - $328K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Ascension Asset Management LLC
|
SELL
|
- |
-120KClosed |
$4.31M - $4.6M
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-5.94KClosed |
$212K - $227K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.85KClosed |
$66.1K - $70.6K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-341Closed |
$12.2K - $13K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-5.44KClosed |
$194K - $208K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Adirondack Trust CO
|
BUY
|
- |
178New |
$6.36K - $6.79K
|
178
$3.43K
|
|
Apr 16, 2021
Q1 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-139- 78.98% |
$4.97K - $5.3K
|
37
$712
|
|
Apr 14, 2021
Q1 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-5.98KClosed |
$214K - $228K
|
0
$0
|
|
Apr 09, 2021
Q1 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.23KNew |
$43.8K - $46.7K
|
1.23K
$23.6K
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-317Closed |
$11.3K - $12.1K
|
0
$0
|
|
Apr 06, 2021
Q1 2021
|
American Research & Management Co.
|
SELL
|
- |
-487Closed |
$17.4K - $18.6K
|
0
$0
|
|
Q4 2020 | |||||||
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-808Closed |
$24.5K - $29.3K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-309Closed |
$9.37K - $11.2K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-400Closed |
$12.1K - $14.5K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Centric Wealth Management
|
SELL
|
- |
-28.5KClosed |
$865K - $1.03M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
295KNew |
$8.96M - $10.7M
|
295K
$5.69M
|
|
Feb 10, 2021
Q4 2020
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-44.9KClosed |
$1.36M - $1.63M
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-211Closed |
$6.4K - $7.65K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-407Closed |
$12.3K - $14.8K
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
9.79KNew |
$297K - $355K
|
9.79K
$188K
|
|
Jan 22, 2021
Q4 2020
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-190KClosed |
$5.77M - $6.9M
|
0
$0
|
|
Jan 11, 2021
Q4 2020
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-6.86KClosed |
$208K - $249K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 17, 2020
Q3 2020
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-7.21KClosed |
$215K - $234K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
21New |
$627 - $681
|
21
$404
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-416Closed |
$12.4K - $13.5K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-152Closed |
$4.54K - $4.93K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.79KClosed |
$53.5K - $58.1K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-6.5KClosed |
$194K - $211K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-26.6KClosed |
$793K - $861K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Windsor Group LTD
|
SELL
|
- |
-6.81KClosed |
$203K - $221K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Atwood & Palmer Inc
|
SELL
|
- |
-5.12KClosed |
$153K - $166K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Financial Advantage, Inc.
|
SELL
|
- |
-429Closed |
$12.8K - $13.9K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-307Closed |
$9.16K - $9.95K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
33.7KNew |
$1M - $1.09M
|
33.7K
$648K
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.58K- 15.97% |
$88.2K - $113K
|
18.9K
$363K
|