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 |
---|---|---|---|---|---|---|---|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
87New |
$3K - $3.18K
|
87
$1.71K
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
63New |
$2.17K - $2.3K
|
63
$1.24K
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
44New |
$1.52K - $1.61K
|
44
$867
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
10New |
$345 - $365
|
10
$197
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10+ 0.21% |
$345 - $365
|
4.69K
$92.4K
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
7New |
$241 - $256
|
7
$138
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$138 - $146
|
12.2K
$240K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$103 - $110
|
7.06K
$139K
|
|
Q1 2023 | |||||||
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
140KNew |
$4.55M - $4.98M
|
140K
$2.77M
|
|
May 12, 2023
Q1 2023
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
99KNew |
$3.21M - $3.51M
|
99K
$1.95M
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
90.7KNew |
$2.94M - $3.21M
|
90.7K
$1.79M
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
46.4K+ 1471.59% |
$1.5M - $1.64M
|
49.6K
$977K
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
36.4KNew |
$1.18M - $1.29M
|
36.4K
$718K
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
21.8KNew |
$706K - $772K
|
21.8K
$429K
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
16.3KNew |
$528K - $577K
|
16.3K
$321K
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
13.7KNew |
$443K - $484K
|
13.7K
$269K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.57KNew |
$310K - $339K
|
9.57K
$189K
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
7.22KNew |
$234K - $256K
|
7.22K
$142K
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.71KNew |
$217K - $238K
|
6.71K
$132K
|
|
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
$115K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
5.39K+ 387.07% |
$175K - $191K
|
6.78K
$134K
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
4.32K+ 3.07% |
$140K - $153K
|
145K
$2.86M
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
3.7K+ 30.35% |
$120K - $131K
|
15.9K
$313K
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.9K+ 41.31% |
$93.9K - $103K
|
9.9K
$195K
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.34K+ 19.17% |
$43.4K - $47.5K
|
8.32K
$164K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
798+ 0.74% |
$25.9K - $28.3K
|
108K
$2.13M
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
656+ 6.69% |
$21.3K - $23.2K
|
10.5K
$206K
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
637New |
$20.7K - $22.6K
|
637
$12.6K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
118New |
$3.83K - $4.18K
|
118
$2.33K
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
66New |
$2.14K - $2.34K
|
66
$1.3K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
57+ 15.16% |
$1.85K - $2.02K
|
433
$8.53K
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
46New |
$1.49K - $1.63K
|
46
$907
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
43+ 23.37% |
$1.39K - $1.52K
|
227
$4.47K
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
7New |
$227 - $248
|
7
$138
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.4MNew |
$39.1M - $47.4M
|
1.4M
$27.6M
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
395K+ 0.56% |
$11.1M - $13.4M
|
71.3M
$1.41B
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
331KNew |
$9.27M - $11.2M
|
331K
$6.53M
|
|
Jan 26, 2023
Q4 2022
|
Oikos Holdings LLC
|
BUY
|
- |
236KNew |
$6.6M - $7.98M
|
236K
$4.65M
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
130K+ 1369.33% |
$3.65M - $4.42M
|
140K
$2.76M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
98.7K+ 19.03% |
$2.76M - $3.34M
|
617K
$12.2M
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
56.1KNew |
$1.57M - $1.9M
|
56.1K
$1.11M
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
28.4K+ 26.77% |
$796K - $963K
|
135K
$2.65M
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
17.8KNew |
$499K - $603K
|
17.8K
$351K
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
14.4KNew |
$403K - $488K
|
14.4K
$284K
|
|
Feb 01, 2023
Q4 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
10KNew |
$281K - $340K
|
10K
$198K
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
9.69KNew |
$271K - $328K
|
9.69K
$191K
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
BUY
|
- |
7.44KNew |
$208K - $252K
|
7.44K
$147K
|
|
Jan 12, 2023
Q4 2022
|
Avity Investment Management Inc.
|
BUY
|
- |
6.9KNew |
$193K - $234K
|
6.9K
$136K
|