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 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-14.4KClosed |
$542K - $583K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-107Closed |
$4.04K - $4.34K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
4.05KNew |
$153K - $164K
|
4.05K
$80.8K
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
SELL
|
- |
-7.31KClosed |
$276K - $297K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-5.53KClosed |
$209K - $225K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-6.05KClosed |
$228K - $246K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-5.74KClosed |
$217K - $233K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-808Closed |
$30.5K - $32.8K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-8.21KClosed |
$310K - $333K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-21.1KClosed |
$796K - $856K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-80.9KClosed |
$3.06M - $3.29M
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-5.14KClosed |
$194K - $208K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Regis Management CO LLC
|
SELL
|
- |
-3.29K- 17.24% |
$124K - $134K
|
15.8K
$315K
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.55KClosed |
$58.5K - $62.9K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.09KClosed |
$41.1K - $44.1K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
653KNew |
$24.7M - $26.5M
|
653K
$13M
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-390Closed |
$14.7K - $15.8K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Cohen Klingenstein LLC
|
SELL
|
- |
-66.3KClosed |
$2.5M - $2.69M
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-5.44KClosed |
$205K - $221K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-5.01KClosed |
$192K - $204K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-100- 50.0% |
$3.84K - $4.08K
|
100
$2K
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-24.1KClosed |
$923K - $982K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-5.11KClosed |
$196K - $208K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-6.66KClosed |
$255K - $271K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
108New |
$4.14K - $4.41K
|
108
$2.16K
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
SELL
|
- |
-642- 33.18% |
$24.6K - $26.2K
|
1.29K
$25.8K
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-2.13KClosed |
$81.5K - $86.7K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-2.14KClosed |
$81.9K - $87.1K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-76Closed |
$2.91K - $3.1K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-518Closed |
$19.9K - $21.1K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-12Closed |
$460 - $489
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-5.07KClosed |
$195K - $207K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-5.35KClosed |
$205K - $218K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
280KNew |
$10.7M - $11.4M
|
280K
$5.58M
|
|
Oct 22, 2021
Q3 2021
|
Ddd Partners, LLC
|
SELL
|
- |
-10.5KClosed |
$404K - $430K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-8.63KClosed |
$331K - $352K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
19New |
$729 - $775
|
19
$379
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-11Closed |
$422 - $449
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-8.08KClosed |
$308K - $330K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-10.6KClosed |
$405K - $433K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.78KClosed |
$67.8K - $72.6K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-40KClosed |
$1.52M - $1.63M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-81.5KClosed |
$3.11M - $3.33M
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-7.07KClosed |
$270K - $289K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Hyman Charles D
|
SELL
|
- |
-775- 10.58% |
$29.6K - $31.7K
|
6.55K
$131K
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-54.5KClosed |
$2.08M - $2.23M
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-301Closed |
$11.5K - $12.3K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-2.21KClosed |
$84.4K - $90.3K
|
0
$0
|
|
Jul 23, 2021
Q2 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-275- 3.26% |
$10.5K - $11.2K
|
8.15K
$163K
|
|
Jul 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-59Closed |
$2.25K - $2.41K
|
0
$0
|