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
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14.8K+ 186.51% |
$271K - $303K
|
22.7K
$500K
|
|
|
May 14, 2025
Q1 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-43.3K- 16.87% |
$795K - $888K
|
213K
$4.7M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-2.47K- 5.95% |
$45.3K - $50.6K
|
39K
$860K
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-7.66K- 67.09% |
$141K - $157K
|
3.76K
$82.8K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-3.64K- 3.01% |
$66.9K - $74.7K
|
118K
$2.59M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-2.71K- 1.85% |
$49.7K - $55.6K
|
144K
$3.16M
|
|
|
May 13, 2025
Q1 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-1.83K- 2.41% |
$33.6K - $37.5K
|
74K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
344+ 1.37% |
$6.32K - $7.06K
|
25.5K
$562K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.3K- 2.52% |
$116K - $129K
|
244K
$5.38M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-37.3K- 3.45% |
$686K - $766K
|
1.05M
$23M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.34M- 98.56% |
$43M - $48.1M
|
34.2K
$753K
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
20.5K+ 22.83% |
$377K - $421K
|
110K
$2.43M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.9K- 8.22% |
$53.2K - $59.4K
|
32.3K
$712K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-514- 0.41% |
$9.44K - $10.5K
|
126K
$2.78M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-13.6K- 4.66% |
$250K - $280K
|
279K
$6.15M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.41M+ 78.38% |
$80.9M - $90.4M
|
10M
$221M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5.1KNew |
$93.6K - $105K
|
5.1K
$112K
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
144K+ 138.05% |
$2.64M - $2.95M
|
248K
$5.46M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-11.4K- 3.26% |
$209K - $234K
|
338K
$7.45M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
SELL
|
- |
-42.1K- 76.44% |
$773K - $864K
|
13K
$286K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
881+ 18.15% |
$16.2K - $18.1K
|
5.74K
$126K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-32.2K- 2.12% |
$592K - $661K
|
1.49M
$32.7M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-245- 1.18% |
$4.5K - $5.02K
|
20.5K
$453K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
13.4K+ 35.32% |
$246K - $275K
|
51.4K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
6.31K+ 6.63% |
$116K - $129K
|
102K
$2.24M
|
|
|
May 13, 2025
Q1 2025
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-723- 1.29% |
$13.3K - $14.8K
|
55.4K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
3.69K+ 1.9% |
$67.8K - $75.7K
|
198K
$4.37M
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-1.05K- 8.52% |
$19.2K - $21.5K
|
11.2K
$248K
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
814+ 1.74% |
$14.9K - $16.7K
|
47.5K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22K+ 0.49% |
$403K - $450K
|
4.52M
$99.6M
|
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
BUY
|
- |
8.77K+ 37.08% |
$161K - $180K
|
32.4K
$714K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-24- 0.15% |
$441 - $492
|
16.2K
$357K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
916+ 3.12% |
$16.8K - $18.8K
|
30.2K
$666K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-5K- 10.99% |
$91.8K - $103K
|
40.5K
$892K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-107K- 27.12% |
$1.96M - $2.19M
|
287K
$6.32M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
66.6K+ 12.75% |
$1.22M - $1.37M
|
589K
$13M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
158+ 718.18% |
$2.9K - $3.24K
|
180
$3.97K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
17.4K+ 3.16% |
$320K - $357K
|
569K
$12.5M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.55K+ 17.52% |
$83.5K - $93.3K
|
30.5K
$672K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
3.44K+ 5.28% |
$63.2K - $70.6K
|
68.7K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-6.81K- 12.68% |
$125K - $140K
|
46.9K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-892- 0.72% |
$16.4K - $18.3K
|
124K
$2.73M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
6.89K+ 1.48% |
$126K - $141K
|
473K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
550+ 0.39% |
$10.1K - $11.3K
|
142K
$3.14M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-387K- 14.67% |
$7.11M - $7.94M
|
2.25M
$49.6M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-198- 0.28% |
$3.64K - $4.06K
|
71.1K
$1.57M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.48K+ 13.3% |
$156K - $174K
|
72.2K
$1.59M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
6.96K+ 0.84% |
$128K - $143K
|
836K
$18.4M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
12.7K+ 15.39% |
$233K - $261K
|
95.3K
$2.1M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3.1K- 3.76% |
$56.9K - $63.6K
|
79.3K
$1.75M
|