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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-3.29K- 27.73% |
$122K - $137K
|
8.58K
$165K
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-8.71K- 2.28% |
$322K - $362K
|
373K
$7.18M
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
165+ 5.51% |
$6.1K - $6.86K
|
3.16K
$60.8K
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-141- 2.05% |
$5.21K - $5.86K
|
6.73K
$129K
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
2.86K+ 3.61% |
$106K - $119K
|
82.2K
$1.58M
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
65+ 0.29% |
$2.4K - $2.7K
|
22.3K
$430K
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
18.1KNew |
$669K - $752K
|
18.1K
$348K
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
58New |
$2.14K - $2.41K
|
58
$1.12K
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-1.44K- 9.58% |
$53.3K - $59.8K
|
13.6K
$262K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
3.9K+ 17.5% |
$144K - $162K
|
26.2K
$505K
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-20.2K- 59.62% |
$749K - $841K
|
13.7K
$264K
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
111+ 0.38% |
$4.1K - $4.61K
|
29.2K
$563K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.79K- 5.42% |
$177K - $199K
|
83.5K
$1.61M
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
79KNew |
$2.92M - $3.28M
|
79K
$1.52M
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
835+ 5.79% |
$30.9K - $34.7K
|
15.3K
$294K
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-21.3K- 37.88% |
$787K - $884K
|
34.9K
$672K
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
176K+ 98.06% |
$6.51M - $7.32M
|
356K
$6.85M
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
37K+ 17.97% |
$1.37M - $1.54M
|
243K
$4.67M
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
9.4KNew |
$348K - $391K
|
9.4K
$181K
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.13K+ 18.62% |
$116K - $130K
|
20K
$384K
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
635+ 2.9% |
$23.5K - $26.4K
|
22.5K
$433K
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
3.69K+ 9.35% |
$136K - $153K
|
43.1K
$830K
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
5.22KNew |
$193K - $217K
|
5.22K
$100K
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
190+ 0.61% |
$7.03K - $7.89K
|
31.1K
$599K
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
5.78K+ 90.38% |
$214K - $240K
|
12.2K
$235K
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-902- 2.8% |
$33.4K - $37.5K
|
31.4K
$604K
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.87K- 25.73% |
$106K - $119K
|
8.28K
$159K
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
953+ 44.33% |
$35.2K - $39.6K
|
3.1K
$59.7K
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.31K- 7.18% |
$48.6K - $54.6K
|
17K
$327K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.1M+ 5.53% |
$300M - $337M
|
155M
$2.98B
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-7.4K- 9.61% |
$274K - $308K
|
69.7K
$1.34M
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
221K+ 10.84% |
$8.18M - $9.2M
|
2.26M
$43.6M
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-3.1K- 10.32% |
$114K - $129K
|
26.9K
$518K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-8.3K- 2.85% |
$307K - $345K
|
283K
$5.44M
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-27.9K- 2.03% |
$1.03M - $1.16M
|
1.35M
$26M
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-319- 7.31% |
$11.8K - $13.3K
|
4.04K
$77.8K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
79KNew |
$2.92M - $3.28M
|
79K
$1.52M
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
159K+ 104.91% |
$5.89M - $6.61M
|
311K
$5.98M
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
308KNew |
$11.4M - $12.8M
|
308K
$5.94M
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-12.8K- 1.99% |
$472K - $530K
|
628K
$12.1M
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.28K- 14.06% |
$47.3K - $53.2K
|
7.82K
$151K
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
16+ 0.02% |
$592 - $665
|
89.6K
$1.72M
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8.99KNew |
$332K - $373K
|
8.99K
$173K
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.02KNew |
$74.8K - $84K
|
2.02K
$38.9K
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-235- 13.31% |
$8.69K - $9.76K
|
1.53K
$29.5K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
8.6K+ 148.98% |
$318K - $357K
|
14.4K
$277K
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.51K- 2.19% |
$241K - $270K
|
290K
$5.58M
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
41.8K+ 109.29% |
$1.55M - $1.74M
|
80K
$1.54M
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
30.1K+ 16.12% |
$1.11M - $1.25M
|
217K
$4.18M
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
5.92KNew |
$219K - $246K
|
5.92K
$114K
|