Purchases and Sales Made in Q4 2024 in Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Eqty (SCHF) during Q4 2024. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR INTL EQTY .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
227+ 100.0% |
$4.18K - $9.28K
|
454
$9.04K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
225+ 100.0% |
$4.14K - $9.2K
|
450
$8.96K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
223+ 100.0% |
$4.11K - $9.11K
|
446
$8.88K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
221+ 100.0% |
$4.07K - $9.03K
|
442
$8.8K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
211+ 104.46% |
$3.88K - $8.62K
|
413
$8.23K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
206+ 100.0% |
$3.79K - $8.42K
|
412
$8.21K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
206New |
$3.79K - $8.42K
|
206
$4.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
200+ 100.0% |
$3.68K - $8.17K
|
400
$7.97K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
199+ 103.65% |
$3.66K - $8.13K
|
391
$7.79K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
198+ 97.06% |
$3.65K - $8.09K
|
402
$8.01K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
195+ 100.0% |
$3.59K - $7.97K
|
390
$7.77K
|
|
|
Feb 11, 2025
Q4 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
195+ 100.0% |
$3.59K - $7.97K
|
390
$7.77K
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
BUY
|
- |
172+ 0.68% |
$3.17K - $7.03K
|
25.3K
$504K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
165+ 100.0% |
$3.04K - $6.74K
|
330
$6.57K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
158+ 1975.0% |
$2.91K - $6.46K
|
166
$3.31K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
145+ 100.0% |
$2.67K - $5.93K
|
290
$5.78K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
144+ 100.7% |
$2.65K - $5.89K
|
287
$5.72K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
139+ 104.51% |
$2.56K - $5.68K
|
272
$5.42K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
134+ 100.0% |
$2.47K - $5.48K
|
268
$5.34K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
122+ 105.17% |
$2.25K - $4.99K
|
238
$4.74K
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
113+ 100.0% |
$2.08K - $4.62K
|
226
$4.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
111+ 0.88% |
$2.04K - $4.54K
|
12.8K
$255K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
89+ 104.71% |
$1.64K - $3.64K
|
174
$3.47K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
87+ 100.0% |
$1.6K - $3.56K
|
174
$3.47K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
82+ 27.8% |
$1.51K - $3.35K
|
377
$7.51K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
80+ 100.0% |
$1.47K - $3.27K
|
160
$3.19K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
72New |
$1.33K - $2.94K
|
72
$1.43K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
72New |
$1.33K - $2.94K
|
72
$1.43K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
69+ 100.0% |
$1.27K - $2.82K
|
138
$2.75K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
61+ 105.17% |
$1.12K - $2.49K
|
119
$2.37K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
61New |
$1.12K - $2.49K
|
61
$1.22K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
46+ 100.0% |
$847 - $1.88K
|
92
$1.83K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
46+ 0.11% |
$847 - $1.88K
|
40.6K
$808K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
37+ 100.0% |
$681 - $1.51K
|
74
$1.47K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
36+ 100.0% |
$663 - $1.47K
|
72
$1.43K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
35+ 100.0% |
$644 - $1.43K
|
70
$1.39K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
33+ 100.0% |
$608 - $1.35K
|
66
$1.31K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
32+ 100.0% |
$589 - $1.31K
|
64
$1.27K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
28+ 2.21% |
$515 - $1.14K
|
1.3K
$25.8K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
24+ 100.0% |
$442 - $981
|
48
$956
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
20New |
$368 - $817
|
20
$398
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
18+ 6.92% |
$331 - $736
|
278
$5.54K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
10New |
$184 - $409
|
10
$199
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
7+ 100.0% |
$129 - $286
|
14
$279
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
6+ 0.01% |
$110 - $245
|
60.3K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
6New |
$110 - $245
|
6
$120
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
5+ 250.0% |
$92.1 - $204
|
7
$139
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-203- 49.63% |
$3.74K - $8.3K
|
206
$4.1K
|