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 |
---|---|---|---|---|---|---|---|
May 05, 2020
Q1 2020
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-77.1KClosed |
$1.72M - $2.63M
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-13.4KClosed |
$300K - $459K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-39Closed |
$870 - $1.33K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-7.13KClosed |
$159K - $243K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-632Closed |
$14.1K - $21.6K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-78.9KClosed |
$1.76M - $2.69M
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-41.2KClosed |
$919K - $1.41M
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
First Merchants Corp
|
SELL
|
- |
-8.32KClosed |
$185K - $284K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Next Capital Management LLC
|
SELL
|
- |
-3.75KClosed |
$83.6K - $128K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Hamilton Wealth, LLC
|
SELL
|
- |
-7.96KClosed |
$177K - $271K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-757Closed |
$16.9K - $25.8K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Donald L. Hagan, LLC
|
SELL
|
- |
-10.9KClosed |
$243K - $372K
|
0
$0
|
|
Apr 14, 2020
Q1 2020
|
Schwab Charitable Fund
|
SELL
|
- |
-6.49KClosed |
$145K - $221K
|
0
$0
|
|
Apr 13, 2020
Q1 2020
|
Kwmg, LLC
|
SELL
|
- |
-7.93KClosed |
$177K - $270K
|
0
$0
|
|
Apr 10, 2020
Q1 2020
|
Lantz Financial LLC
|
SELL
|
- |
-23.8KClosed |
$532K - $813K
|
0
$0
|
|
Apr 10, 2020
Q1 2020
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-289KClosed |
$6.44M - $9.86M
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Seneca House Advisors
|
SELL
|
- |
-6.88KClosed |
$153K - $235K
|
0
$0
|
|
Apr 07, 2020
Q1 2020
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-60.6KClosed |
$1.35M - $2.07M
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-295Closed |
$9.13K - $9.95K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-15.4KClosed |
$478K - $521K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-165Closed |
$5.11K - $5.56K
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-41.6KClosed |
$1.29M - $1.4M
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-685Closed |
$21.2K - $23.1K
|
0
$0
|
|
Feb 03, 2020
Q4 2019
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-9.51KClosed |
$294K - $321K
|
0
$0
|
|
Jan 30, 2020
Q4 2019
|
Rda Financial Network
|
SELL
|
- |
-11.5KClosed |
$356K - $388K
|
0
$0
|
|
Jan 29, 2020
Q4 2019
|
Hoertkorn Richard Charles
|
SELL
|
- |
-50Closed |
$1.55K - $1.69K
|
0
$0
|
|
Jan 29, 2020
Q4 2019
|
Red Cedar Capital, LLC
|
BUY
|
- |
150+ 2.2% |
$4.64K - $5.06K
|
6.97K
$161K
|
|
Jan 23, 2020
Q4 2019
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-7.45KClosed |
$230K - $251K
|
0
$0
|
|
Jan 22, 2020
Q4 2019
|
Optimum Investment Advisors
|
SELL
|
- |
-410Closed |
$12.7K - $13.8K
|
0
$0
|
|
Jan 14, 2020
Q4 2019
|
Corbenic Partners LLC
|
SELL
|
- |
-424Closed |
$13.1K - $14.3K
|
0
$0
|
|
Q3 2019 | |||||||
May 08, 2020
Q3 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-271Closed |
$8.55K - $8.72K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Barclays PLC
London, X0 |
SELL
|
- |
-33.7KClosed |
$1.06M - $1.09M
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Tranquility Partners, LLC
|
SELL
|
- |
-6.65KClosed |
$210K - $214K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-285Closed |
$8.99K - $9.17K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-8.67KClosed |
$274K - $279K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-133Closed |
$4.2K - $4.28K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-329Closed |
$10.4K - $10.6K
|
0
$0
|
|
Nov 01, 2019
Q3 2019
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
69.4KNew |
$2.19M - $2.23M
|
69.4K
$1.61M
|
|
Oct 29, 2019
Q3 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-12.3KClosed |
$389K - $396K
|
0
$0
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-290Closed |
$9.15K - $9.33K
|
0
$0
|
|
Oct 07, 2019
Q3 2019
|
Spence Asset Management
|
SELL
|
- |
-311Closed |
$9.82K - $10K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
6+ 300.0% |
N/A
|
8
$185
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-73Closed |
N/A
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.28KClosed |
N/A
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-257Closed |
N/A
|
0
$0
|
|
Jul 30, 2019
Q2 2019
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-116Closed |
N/A
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-24KClosed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-8.79KClosed |
N/A
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-21.1KClosed |
N/A
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-1.16KClosed |
N/A
|
0
$0
|