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 |
---|---|---|---|---|---|---|---|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
12.1K+ 19.66% |
$431K - $472K
|
73.5K
$1.45M
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
10.4KNew |
$370K - $405K
|
10.4K
$204K
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
7.37KNew |
$263K - $288K
|
7.37K
$145K
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
7.18K+ 28.35% |
$256K - $281K
|
32.5K
$640K
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
5.98KNew |
$213K - $234K
|
5.98K
$118K
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
5.52KNew |
$197K - $216K
|
5.52K
$109K
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
5.51KNew |
$197K - $215K
|
5.51K
$109K
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
5.35KNew |
$191K - $209K
|
5.35K
$105K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.17KNew |
$185K - $202K
|
5.17K
$102K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.25K+ 3.76% |
$152K - $166K
|
117K
$2.31M
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4.1K+ 56.03% |
$146K - $160K
|
11.4K
$225K
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.7KNew |
$132K - $145K
|
3.7K
$73K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.9K+ 321.86% |
$104K - $113K
|
3.8K
$74.9K
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.73K+ 2.19% |
$97.4K - $107K
|
127K
$2.51M
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.25K+ 5.33% |
$80.3K - $88K
|
44.5K
$877K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.66K+ 63.77% |
$59.2K - $64.8K
|
4.26K
$83.9K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.6KNew |
$57.1K - $62.6K
|
1.6K
$31.5K
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.13KNew |
$40.2K - $44K
|
1.13K
$22.2K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
1.07K+ 10.22% |
$38.3K - $41.9K
|
11.6K
$228K
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1K+ 156.25% |
$35.7K - $39.1K
|
1.64K
$32.3K
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
887+ 1.38% |
$31.7K - $34.7K
|
65.1K
$1.28M
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
865New |
$30.9K - $33.8K
|
865
$17K
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
829+ 9.19% |
$29.6K - $32.4K
|
9.85K
$194K
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
800+ 23.18% |
$28.6K - $31.3K
|
4.25K
$83.8K
|
|
Apr 24, 2024
Q1 2024
|
Tenret CO LLC
|
BUY
|
- |
781+ 1.49% |
$27.9K - $30.5K
|
53.2K
$1.05M
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
629+ 3.54% |
$22.5K - $24.6K
|
18.4K
$362K
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
BUY
|
- |
500+ 7.67% |
$17.9K - $19.6K
|
7.02K
$138K
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
446+ 2.86% |
$15.9K - $17.4K
|
16K
$316K
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
319New |
$11.4K - $12.5K
|
319
$6.29K
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
280New |
$10K - $11K
|
280
$5.52K
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
275+ 2.41% |
$9.82K - $10.8K
|
11.7K
$231K
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
264New |
$9.43K - $10.3K
|
264
$5.2K
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
223New |
$7.96K - $8.72K
|
223
$4.4K
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
210New |
$7.5K - $8.21K
|
210
$4.14K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
200New |
$7.14K - $7.82K
|
200
$3.94K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
171New |
$6.11K - $6.69K
|
171
$3.37K
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
163+ 2.34% |
$5.82K - $6.37K
|
7.13K
$140K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
150+ 33.56% |
$5.36K - $5.87K
|
597
$11.8K
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
148+ 0.96% |
$5.29K - $5.79K
|
15.5K
$306K
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
100+ 0.95% |
$3.57K - $3.91K
|
10.7K
$210K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
91+ 1.14% |
$3.25K - $3.56K
|
8.09K
$159K
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
32New |
$1.14K - $1.25K
|
32
$631
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
19+ 0.04% |
$678 - $743
|
44.3K
$873K
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1New |
$35.7 - $39.1
|
1
$19.7
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$35.7 - $39.1
|
10.3K
$203K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
204KNew |
$6.6M - $7.54M
|
204K
$4.02M
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
181KNew |
$5.87M - $6.71M
|
181K
$3.58M
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
96.6KNew |
$3.13M - $3.58M
|
96.6K
$1.9M
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
91.3KNew |
$2.96M - $3.38M
|
91.3K
$1.8M
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
57.7K+ 22.03% |
$1.87M - $2.14M
|
320K
$6.3M
|