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 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
5.3K+ 201.67% |
$196K - $220K
|
7.93K
$153K
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
6.2KNew |
$229K - $258K
|
6.2K
$120K
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.07K- 0.17% |
$39.5K - $44.3K
|
626K
$12.1M
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
13+ 0.36% |
$481 - $540
|
3.65K
$70.4K
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
BUY
|
- |
6.24KNew |
$231K - $259K
|
6.24K
$120K
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3.08K+ 51.05% |
$114K - $128K
|
9.11K
$176K
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
210+ 1.7% |
$7.77K - $8.73K
|
12.6K
$242K
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
300+ 2.09% |
$11.1K - $12.5K
|
14.7K
$283K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-191- 3.3% |
$7.06K - $7.94K
|
5.61K
$108K
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-146- 1.98% |
$5.4K - $6.07K
|
7.24K
$140K
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.08% |
$37 - $41.6
|
1.29K
$25K
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
5.7K+ 2.25% |
$211K - $237K
|
259K
$5M
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
BUY
|
- |
97+ 0.63% |
$3.59K - $4.03K
|
15.5K
$300K
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
204+ 0.11% |
$7.54K - $8.48K
|
194K
$3.75M
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
159+ 0.24% |
$5.88K - $6.61K
|
67.8K
$1.31M
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
BUY
|
- |
459+ 0.94% |
$17K - $19.1K
|
49.3K
$951K
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
50+ 3.31% |
$1.85K - $2.08K
|
1.56K
$30.1K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
11.5K+ 38.77% |
$425K - $478K
|
41.2K
$794K
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
11.5K+ 7.63% |
$424K - $477K
|
162K
$3.12M
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
1+ 0.0% |
$37 - $41.6
|
68.5K
$1.32M
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
7.81K+ 56.59% |
$289K - $324K
|
21.6K
$417K
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
19.3K+ 26.07% |
$712K - $800K
|
93.1K
$1.8M
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
802+ 6.08% |
$29.7K - $33.3K
|
14K
$270K
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
89.5K+ 27.55% |
$3.31M - $3.72M
|
414K
$7.99M
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
42.1K+ 5.43% |
$1.56M - $1.75M
|
817K
$15.8M
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
11.6K+ 64.72% |
$429K - $482K
|
29.5K
$569K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-39.6K- 12.44% |
$1.46M - $1.64M
|
278K
$5.37M
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
53.3K+ 463.44% |
$1.97M - $2.21M
|
64.8K
$1.25M
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-3.55K- 8.82% |
$131K - $148K
|
36.7K
$708K
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
387+ 0.85% |
$14.3K - $16.1K
|
46.2K
$890K
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.51K+ 0.85% |
$167K - $188K
|
536K
$10.3M
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
13.4KNew |
$494K - $555K
|
13.4K
$258K
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3+ 0.04% |
$111 - $125
|
7.95K
$153K
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.76% |
$37 - $41.6
|
133
$2.57K
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.86K+ 12.52% |
$68.8K - $77.3K
|
16.7K
$322K
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
9+ 0.1% |
$333 - $374
|
9.45K
$182K
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
76+ 0.2% |
$2.81K - $3.16K
|
37.6K
$726K
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
135New |
$4.99K - $5.61K
|
135
$2.6K
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.01K- 1.59% |
$37.5K - $42.1K
|
62.8K
$1.21M
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.88K- 5.19% |
$69.7K - $78.3K
|
34.4K
$664K
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
3.57K+ 29.15% |
$132K - $148K
|
15.8K
$305K
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
254+ 0.23% |
$9.39K - $10.6K
|
109K
$2.1M
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.94% |
$111 - $125
|
322
$6.21K
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
30+ 0.51% |
$1.11K - $1.25K
|
5.86K
$113K
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.7K+ 19.32% |
$394K - $443K
|
65.8K
$1.27M
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
34.8K+ 8.59% |
$1.29M - $1.45M
|
440K
$8.48M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-243K- 3.56% |
$9M - $10.1M
|
6.59M
$127M
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
498KNew |
$18.4M - $20.7M
|
498K
$9.61M
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-475K- 93.85% |
$17.6M - $19.7M
|
31.1K
$600K
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-11.3K- 27.78% |
$417K - $468K
|
29.3K
$565K
|