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 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
31New |
$1.05K - $1.14K
|
31
$616
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
20+ 0.33% |
$676 - $734
|
6.11K
$121K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
8New |
$271 - $294
|
8
$159
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
6+ 2.79% |
$203 - $220
|
221
$4.39K
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
220KNew |
$7.58M - $8.03M
|
220K
$4.36M
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
137KNew |
$4.73M - $5.01M
|
137K
$2.73M
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
30.3KNew |
$1.04M - $1.11M
|
30.3K
$601K
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
13.7KNew |
$471K - $499K
|
13.7K
$271K
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6.93KNew |
$239K - $253K
|
6.93K
$138K
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
6.87KNew |
$237K - $251K
|
6.87K
$137K
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
BUY
|
- |
5.72KNew |
$197K - $209K
|
5.72K
$114K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.55KNew |
$123K - $130K
|
3.55K
$70.6K
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
3.34KNew |
$115K - $122K
|
3.34K
$66.4K
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.77K+ 9.26% |
$95.4K - $101K
|
32.6K
$648K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2.19K+ 0.09% |
$75.5K - $80.1K
|
2.52M
$50.1M
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2.06KNew |
$71.1K - $75.3K
|
2.06K
$41K
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.87KNew |
$64.3K - $68.2K
|
1.87K
$37.1K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.64K+ 0.61% |
$56.5K - $59.9K
|
271K
$5.38M
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
BUY
|
- |
1.57K+ 27.36% |
$54.3K - $57.5K
|
7.33K
$146K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
694New |
$23.9K - $25.4K
|
694
$13.8K
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
675+ 30.41% |
$23.3K - $24.7K
|
2.9K
$57.5K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
663New |
$22.9K - $24.2K
|
663
$13.2K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
653+ 5.24% |
$22.5K - $23.9K
|
13.1K
$260K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
448New |
$15.4K - $16.4K
|
448
$8.9K
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
163New |
$5.62K - $5.96K
|
163
$3.24K
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
87New |
$3K - $3.18K
|
87
$1.73K
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
63New |
$2.17K - $2.3K
|
63
$1.25K
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
44New |
$1.52K - $1.61K
|
44
$874
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
10New |
$345 - $365
|
10
$199
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10+ 0.21% |
$345 - $365
|
4.69K
$93.1K
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
7New |
$241 - $256
|
7
$139
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$138 - $146
|
12.2K
$242K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$103 - $110
|
7.06K
$140K
|
|
Q1 2023 | |||||||
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
140KNew |
$4.55M - $4.98M
|
140K
$2.79M
|
|
May 12, 2023
Q1 2023
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
99KNew |
$3.21M - $3.51M
|
99K
$1.97M
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
90.7KNew |
$2.94M - $3.21M
|
90.7K
$1.8M
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
46.4K+ 1471.59% |
$1.5M - $1.64M
|
49.6K
$984K
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
36.4KNew |
$1.18M - $1.29M
|
36.4K
$724K
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
21.8KNew |
$706K - $772K
|
21.8K
$432K
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
16.3KNew |
$528K - $577K
|
16.3K
$324K
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
13.7KNew |
$443K - $484K
|
13.7K
$271K
|
|
Oct 15, 2024
Q1 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
13.4KNew |
$433K - $473K
|
13.4K
$265K
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
12.6KNew |
$408K - $446K
|
12.6K
$250K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.57KNew |
$310K - $339K
|
9.57K
$190K
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
7.22KNew |
$234K - $256K
|
7.22K
$143K
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.71KNew |
$217K - $238K
|
6.71K
$133K
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
5.92KNew |
$192K - $210K
|
5.92K
$117K
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
5.91KNew |
$192K - $210K
|
5.91K
$117K
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
5.85KNew |
$190K - $207K
|
5.85K
$116K
|