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 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
9.76K+ 84.62% |
$180K - $399K
|
21.3K
$433K
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.97K+ 121.09% |
$128K - $285K
|
12.7K
$259K
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
6.58K+ 100.0% |
$121K - $269K
|
13.2K
$268K
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
24K+ 104.68% |
$443K - $983K
|
47K
$956K
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
60.5K+ 127.76% |
$1.11M - $2.47M
|
108K
$2.19M
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
31.9K+ 104.04% |
$586K - $1.3M
|
62.5K
$1.27M
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
265K+ 122.07% |
$4.88M - $10.8M
|
482K
$9.79M
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
343KNew |
$6.31M - $14M
|
343K
$6.97M
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
24.4KNew |
$449K - $997K
|
24.4K
$496K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
3.51KNew |
$64.6K - $143K
|
3.51K
$71.3K
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
274New |
$5.04K - $11.2K
|
274
$5.57K
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
13.8KNew |
$254K - $563K
|
13.8K
$280K
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
71.7K+ 96.15% |
$1.32M - $2.93M
|
146K
$2.98M
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
5.23K+ 103.38% |
$96.3K - $214K
|
10.3K
$209K
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
88.7K+ 113.4% |
$1.63M - $3.63M
|
167K
$3.39M
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.08K- 98.95% |
$38.3K - $85.1K
|
22
$447
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
292K+ 107.99% |
$5.38M - $11.9M
|
563K
$11.4M
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
870K+ 86.96% |
$16M - $35.6M
|
1.87M
$38M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
828K+ 110.88% |
$15.2M - $33.8M
|
1.57M
$32M
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
12.8K+ 100.0% |
$236K - $524K
|
25.7K
$522K
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
871+ 1.94% |
$16K - $35.6K
|
45.8K
$932K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
259K+ 64.47% |
$4.76M - $10.6M
|
660K
$13.4M
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
88.3K+ 105.8% |
$1.63M - $3.61M
|
172K
$3.49M
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
147K+ 97.91% |
$2.71M - $6.01M
|
297K
$6.04M
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.19K+ 66.2% |
$21.9K - $48.7K
|
2.99K
$60.8K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
81.8K+ 150.11% |
$1.51M - $3.34M
|
136K
$2.77M
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.11K- 7.0% |
$38.8K - $86.1K
|
28K
$569K
|
|
Feb 12, 2025
Q4 2024
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
12.7K+ 100.99% |
$234K - $519K
|
25.3K
$513K
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
206New |
$3.79K - $8.42K
|
206
$4.19K
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.82KNew |
$33.6K - $74.5K
|
1.82K
$37.1K
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
26.6KNew |
$489K - $1.09M
|
26.6K
$540K
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
145K+ 103.73% |
$2.67M - $5.92M
|
285K
$5.78M
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.77M+ 96.98% |
$51M - $113M
|
5.62M
$114M
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
237K+ 103.65% |
$4.37M - $9.7M
|
466K
$9.48M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
9.19K+ 35.06% |
$169K - $376K
|
35.4K
$720K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.1K+ 102.43% |
$242K - $537K
|
26K
$528K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4.71K+ 1341.31% |
$86.7K - $192K
|
5.06K
$103K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
4.06KNew |
$74.7K - $166K
|
4.06K
$82.5K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
26.9K+ 95.41% |
$495K - $1.1M
|
55K
$1.12M
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
200+ 100.0% |
$3.68K - $8.17K
|
400
$8.13K
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.46K+ 96.97% |
$45.3K - $101K
|
5K
$102K
|
|
Feb 12, 2025
Q4 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
390K+ 99.35% |
$7.18M - $15.9M
|
783K
$15.9M
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
10.7K+ 0.47% |
$198K - $439K
|
2.27M
$46.2M
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
269K+ 95.09% |
$4.95M - $11M
|
552K
$11.2M
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
8.74K+ 147.62% |
$161K - $357K
|
14.7K
$298K
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
416K+ 98.0% |
$7.66M - $17M
|
841K
$17.1M
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
51.8K+ 98.95% |
$954K - $2.12M
|
104K
$2.12M
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
26.5K+ 122.51% |
$487K - $1.08M
|
48.1K
$977K
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.87K+ 94.26% |
$34.5K - $76.5K
|
3.86K
$78.5K
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
41.8K+ 104.56% |
$770K - $1.71M
|
81.8K
$1.66M
|