Latest Institutional Purchases of Schwab Strategic Tr Intl Eqty (SCHF)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Intl Eqty (SCHF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.3K+ 6.57% |
$23.8K - $26.6K
|
21K
$464K
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.28K+ 1.23% |
$23.5K - $26.2K
|
105K
$2.32M
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
1.2K+ 4.71% |
$22K - $24.6K
|
26.7K
$588K
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.13K+ 2.94% |
$20.8K - $23.2K
|
39.6K
$873K
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
1.08KNew |
$19.9K - $22.2K
|
1.08K
$23.9K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.04K+ 17.92% |
$19K - $21.3K
|
6.82K
$150K
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1K+ 5.16% |
$18.4K - $20.5K
|
20.4K
$449K
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
998+ 5.42% |
$18.3K - $20.5K
|
19.4K
$427K
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
994+ 1.29% |
$18.2K - $20.4K
|
78.3K
$1.73M
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
970+ 1.62% |
$17.8K - $19.9K
|
60.7K
$1.34M
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
963+ 2.71% |
$17.7K - $19.8K
|
36.5K
$804K
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
956+ 8.17% |
$17.6K - $19.6K
|
12.7K
$279K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
916+ 3.12% |
$16.8K - $18.8K
|
30.2K
$666K
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
914+ 0.32% |
$16.8K - $18.7K
|
284K
$6.26M
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
900+ 12857.14% |
$16.5K - $18.5K
|
907
$20K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
881+ 18.15% |
$16.2K - $18.1K
|
5.74K
$126K
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
876New |
$16.1K - $18K
|
876
$19.3K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
829+ 3.4% |
$15.2K - $17K
|
25.2K
$556K
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
816+ 0.9% |
$15K - $16.7K
|
91K
$2.01M
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
815+ 17.92% |
$15K - $16.7K
|
5.36K
$118K
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
814+ 1.74% |
$14.9K - $16.7K
|
47.5K
$1.05M
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
814+ 208.18% |
$14.9K - $16.7K
|
1.21K
$26.5K
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
800+ 6.69% |
$14.7K - $16.4K
|
12.8K
$281K
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
757+ 3.66% |
$13.9K - $15.5K
|
21.4K
$472K
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
752+ 3.17% |
$13.8K - $15.4K
|
24.5K
$539K
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
740+ 6.82% |
$13.6K - $15.2K
|
11.6K
$255K
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
698New |
$12.8K - $14.3K
|
698
$15.4K
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
686New |
$12.6K - $14.1K
|
686
$15.1K
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
641+ 2.94% |
$11.8K - $13.1K
|
22.4K
$494K
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
634+ 1.56% |
$11.6K - $13K
|
41.2K
$907K
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
619+ 0.21% |
$11.4K - $12.7K
|
297K
$6.55M
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
610+ 0.29% |
$11.2K - $12.5K
|
211K
$4.64M
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
607New |
$11.1K - $12.4K
|
607
$13.4K
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
598+ 2.21% |
$11K - $12.3K
|
27.7K
$610K
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
561+ 4.14% |
$10.3K - $11.5K
|
14.1K
$311K
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
561+ 3.28% |
$10.3K - $11.5K
|
17.7K
$389K
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
550+ 0.39% |
$10.1K - $11.3K
|
142K
$3.14M
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
530+ 16.01% |
$9.73K - $10.9K
|
3.84K
$84.6K
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
525+ 2.08% |
$9.64K - $10.8K
|
25.8K
$568K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
509+ 5.86% |
$9.35K - $10.4K
|
9.19K
$202K
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
473+ 2.15% |
$8.68K - $9.7K
|
22.4K
$494K
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
467+ 22.9% |
$8.57K - $9.58K
|
2.51K
$55.2K
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
460+ 0.6% |
$8.45K - $9.43K
|
77.6K
$1.71M
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
457+ 2.2% |
$8.39K - $9.37K
|
21.2K
$467K
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
451+ 2.21% |
$8.28K - $9.25K
|
20.9K
$460K
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
450+ 0.9% |
$8.26K - $9.23K
|
50.6K
$1.11M
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
446New |
$8.19K - $9.15K
|
446
$9.83K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
437+ 2.39% |
$8.02K - $8.96K
|
18.7K
$412K
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
428New |
$7.86K - $8.78K
|
428
$9.43K
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
408+ 1.22% |
$7.49K - $8.37K
|
33.9K
$747K
|