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 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
28.1K+ 10.3% |
$1.04M - $1.12M
|
300K
$5.97M
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
26.9K+ 5.3% |
$1M - $1.07M
|
535K
$10.6M
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
26.6K+ 14.26% |
$991K - $1.06M
|
214K
$4.24M
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
26.5K+ 3.73% |
$985K - $1.05M
|
736K
$14.6M
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
26.3K+ 18.41% |
$978K - $1.05M
|
169K
$3.36M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
26K+ 0.86% |
$966K - $1.03M
|
3.05M
$60.5M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.3K+ 17.43% |
$940K - $1.01M
|
170K
$3.38M
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
25.1K+ 6.86% |
$934K - $1M
|
391K
$7.77M
|
|
Aug 08, 2024
Q2 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
24.3K+ 2.11% |
$903K - $967K
|
1.17M
$23.3M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
24.3K+ 5.03% |
$902K - $966K
|
506K
$10.1M
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
22.3K+ 8.06% |
$829K - $888K
|
299K
$5.94M
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
22.3K+ 108.7% |
$829K - $887K
|
42.8K
$850K
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
22KNew |
$820K - $878K
|
22K
$438K
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
22KNew |
$818K - $875K
|
22K
$437K
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
21.9KNew |
$813K - $871K
|
21.9K
$434K
|
|
Aug 07, 2024
Q2 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
21.8K+ 14.0% |
$809K - $866K
|
177K
$3.52M
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
21.4KNew |
$795K - $851K
|
21.4K
$424K
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
21.3K+ 3.68% |
$791K - $847K
|
599K
$11.9M
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
21.1K+ 18.74% |
$785K - $840K
|
134K
$2.65M
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
20.8K+ 3.2% |
$772K - $827K
|
670K
$13.3M
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
20.7K+ 5.45% |
$768K - $822K
|
399K
$7.93M
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
20.5KNew |
$762K - $816K
|
20.5K
$407K
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
20.4K+ 1.87% |
$757K - $810K
|
1.11M
$22.1M
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
19.8K+ 3.7% |
$735K - $786K
|
553K
$11M
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
19.7K+ 8.26% |
$731K - $783K
|
258K
$5.12M
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
19.3K+ 5.19% |
$719K - $770K
|
392K
$7.78M
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
18.9K+ 2.72% |
$703K - $752K
|
713K
$14.2M
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
18.1K+ 7.12% |
$672K - $719K
|
272K
$5.4M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.9K+ 31.21% |
$667K - $714K
|
75.4K
$1.5M
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.8K+ 8.48% |
$661K - $707K
|
227K
$4.51M
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
17.6KNew |
$656K - $702K
|
17.6K
$350K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
17K+ 5.42% |
$634K - $679K
|
332K
$6.59M
|
|
Aug 07, 2024
Q2 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
16.8K+ 74.54% |
$626K - $670K
|
39.4K
$783K
|
|
Jul 31, 2024
Q2 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
16.3KNew |
$606K - $648K
|
16.3K
$323K
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
15.9K+ 56.0% |
$592K - $634K
|
44.3K
$881K
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
15.8K+ 1.89% |
$586K - $628K
|
852K
$16.9M
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
BUY
|
- |
15.1K+ 2.29% |
$560K - $600K
|
672K
$13.3M
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
14.7K+ 22.71% |
$546K - $585K
|
79.4K
$1.58M
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
14.4KNew |
$537K - $575K
|
14.4K
$287K
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
14.4K+ 27.12% |
$537K - $574K
|
67.6K
$1.34M
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
14.4K+ 242.41% |
$534K - $572K
|
20.3K
$403K
|
|
Jul 17, 2024
Q2 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
13.7K+ 11.12% |
$510K - $546K
|
137K
$2.72M
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
13.7KNew |
$508K - $544K
|
13.7K
$271K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13.6K+ 4.06% |
$504K - $540K
|
347K
$6.9M
|
|
Aug 01, 2024
Q2 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
13.4KNew |
$497K - $532K
|
13.4K
$265K
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
13.3KNew |
$494K - $529K
|
13.3K
$264K
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
13K+ 64.3% |
$483K - $517K
|
33.2K
$659K
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
12.9K+ 6.61% |
$479K - $513K
|
208K
$4.13M
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
12.9K+ 6.25% |
$479K - $513K
|
219K
$4.35M
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
12.7KNew |
$472K - $505K
|
12.7K
$252K
|