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 |
---|---|---|---|---|---|---|---|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.81KNew |
$191K - $231K
|
6.81K
$134K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.64KNew |
$186K - $225K
|
6.64K
$131K
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
6.64KNew |
$186K - $225K
|
6.64K
$131K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.55K+ 80.58% |
$183K - $222K
|
14.7K
$289K
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
4.53K+ 49.54% |
$127K - $153K
|
13.7K
$269K
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3.88KNew |
$109K - $131K
|
3.88K
$76.4K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
2.91KNew |
$81.6K - $98.7K
|
2.91K
$57.4K
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.39K+ 30.08% |
$66.8K - $80.8K
|
10.3K
$203K
|
|
Feb 14, 2023
Q4 2022
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
2K+ 2.96% |
$56K - $67.7K
|
69.6K
$1.37M
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.9KNew |
$53.3K - $64.5K
|
1.9K
$37.5K
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
1.59K+ 17.87% |
$44.5K - $53.8K
|
10.5K
$206K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.39K+ 6.69% |
$38.9K - $47K
|
22.1K
$436K
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
920New |
$25.8K - $31.2K
|
920
$18.1K
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
805New |
$22.5K - $27.3K
|
805
$15.9K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
714New |
$20K - $24.2K
|
714
$14.1K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
520New |
$14.6K - $17.6K
|
520
$10.2K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
489New |
$13.7K - $16.6K
|
489
$9.64K
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
465New |
$13K - $15.7K
|
465
$9.17K
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
403New |
$11.3K - $13.6K
|
403
$7.94K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
373New |
$10.4K - $12.6K
|
373
$7.35K
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
281New |
$7.87K - $9.52K
|
281
$5.54K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
83+ 100.0% |
$2.32K - $2.81K
|
166
$3.27K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
56New |
$1.57K - $1.9K
|
56
$1.1K
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
46New |
$1.29K - $1.56K
|
46
$907
|
|
Jan 12, 2023
Q4 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
29+ 0.41% |
$812 - $982
|
7.11K
$140K
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
13New |
$364 - $440
|
13
$256
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1New |
$28 - $33.9
|
1
$19.7
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1+ 9.09% |
$28 - $33.9
|
12
$237
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
571K+ 3421.88% |
$16M - $19.2M
|
587K
$11.6M
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
116KNew |
$3.24M - $3.88M
|
116K
$2.28M
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
44KNew |
$1.23M - $1.48M
|
44K
$868K
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
43.5KNew |
$1.22M - $1.46M
|
43.5K
$857K
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
18.6KNew |
$520K - $624K
|
18.6K
$366K
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
12.4KNew |
$349K - $418K
|
12.4K
$245K
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
10.5K+ 19.96% |
$293K - $352K
|
62.9K
$1.24M
|
|
Nov 14, 2022
Q3 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
7.89KNew |
$221K - $265K
|
7.89K
$155K
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
7.88KNew |
$221K - $265K
|
7.88K
$155K
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
7.55KNew |
$211K - $254K
|
7.55K
$149K
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
4.26KNew |
$119K - $143K
|
4.26K
$84K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
4.02K+ 1.65% |
$112K - $135K
|
248K
$4.88M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.48K+ 4.81% |
$69.5K - $83.5K
|
54.1K
$1.07M
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.14K+ 450.0% |
$60K - $72K
|
2.62K
$51.6K
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.42KNew |
$39.6K - $47.6K
|
1.42K
$27.9K
|
|
Oct 26, 2022
Q3 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
1.09K+ 2.77% |
$30.4K - $36.5K
|
40.3K
$795K
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
393New |
$11K - $13.2K
|
393
$7.75K
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
293+ 2.72% |
$8.21K - $9.85K
|
11.1K
$218K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
136New |
$3.81K - $4.57K
|
136
$2.68K
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
67+ 0.25% |
$1.88K - $2.25K
|
26.5K
$523K
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2New |
$56 - $67.2
|
2
$39.4
|
|
Q2 2022 | |||||||
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
571KNew |
$17.8M - $21.2M
|
571K
$11.3M
|