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 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
10.6K+ 3.34% |
$195K - $218K
|
329K
$7.25M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
70.8K+ 27.36% |
$1.3M - $1.45M
|
329K
$7.26M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
337K+ 16.31% |
$6.18M - $6.91M
|
2.4M
$52.9M
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-23.3K- 46.28% |
$427K - $477K
|
27K
$595K
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-567- 0.43% |
$10.4K - $11.6K
|
130K
$2.87M
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-5.4K- 21.36% |
$99.1K - $111K
|
19.9K
$438K
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
4+ 0.0% |
$73.4 - $82
|
328K
$7.22M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-875K- 3.89% |
$16.1M - $17.9M
|
21.6M
$476M
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-150K- 15.53% |
$2.75M - $3.07M
|
814K
$17.9M
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2K+ 90.05% |
$36.7K - $41K
|
4.22K
$93K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
102K+ 217.82% |
$1.87M - $2.09M
|
149K
$3.27M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13M+ 3.89% |
$239M - $267M
|
348M
$7.67B
|
|
May 14, 2025
Q1 2025
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-15.6K- 8.06% |
$286K - $320K
|
178K
$3.91M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5M+ 203.71% |
$91.8M - $103M
|
7.45M
$164M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
5.2K+ 15.66% |
$95.5K - $107K
|
38.4K
$846K
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
2.38M+ 22.12% |
$43.7M - $48.8M
|
13.1M
$289M
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
25.1K+ 6248.01% |
$461K - $515K
|
25.5K
$562K
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
66.4K+ 104.07% |
$1.22M - $1.36M
|
130K
$2.87M
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
244K+ 241.01% |
$4.47M - $5M
|
345K
$7.6M
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-6.56K- 4.33% |
$120K - $135K
|
145K
$3.19M
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.81K+ 18.95% |
$51.5K - $57.6K
|
17.6K
$388K
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
6.67K+ 8.91% |
$122K - $137K
|
81.6K
$1.8M
|
|
May 14, 2025
Q1 2025
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
62.1K+ 7.76% |
$1.14M - $1.27M
|
863K
$19M
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
28+ 2800.0% |
$514 - $574
|
29
$639
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-190- 1.32% |
$3.49K - $3.9K
|
14.2K
$312K
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
124K+ 7.83% |
$2.28M - $2.55M
|
1.71M
$37.7M
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
209K+ 90.49% |
$3.83M - $4.28M
|
439K
$9.67M
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-22K- 1.18% |
$404K - $452K
|
1.85M
$40.7M
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-314- 2.56% |
$5.77K - $6.44K
|
11.9K
$263K
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
473+ 2.15% |
$8.68K - $9.7K
|
22.4K
$494K
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
998+ 5.42% |
$18.3K - $20.5K
|
19.4K
$427K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
254K+ 10.12% |
$4.66M - $5.21M
|
2.76M
$60.8M
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-3.94K- 11.41% |
$72.2K - $80.7K
|
30.6K
$673K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.75MNew |
$32.1M - $35.8M
|
1.75M
$38.5M
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.95K+ 5.52% |
$109K - $122K
|
114K
$2.51M
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-3.54K- 7.97% |
$65K - $72.6K
|
40.9K
$901K
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-15.3K- 42.76% |
$281K - $314K
|
20.5K
$451K
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-5.26K- 1.77% |
$96.6K - $108K
|
292K
$6.43M
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
26.6K+ 15.81% |
$489K - $546K
|
195K
$4.3M
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
18.5KNew |
$339K - $379K
|
18.5K
$407K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.1KClosed |
$186K - $208K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.46K+ 23.18% |
$63.4K - $70.9K
|
18.4K
$404K
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
598+ 2.21% |
$11K - $12.3K
|
27.7K
$610K
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.27K- 1.36% |
$41.7K - $46.6K
|
165K
$3.63M
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3.16K+ 3.86% |
$58K - $64.8K
|
85K
$1.87M
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.28K+ 1.23% |
$23.5K - $26.2K
|
105K
$2.32M
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
1.31K+ 0.62% |
$24.1K - $26.9K
|
213K
$4.7M
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
9.26K+ 1.97% |
$170K - $190K
|
480K
$10.6M
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
27.8KNew |
$511K - $571K
|
27.8K
$613K
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-31.5K- 2.54% |
$579K - $647K
|
1.21M
$26.6M
|