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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
247K+ 105.2% |
$4.56M - $10.1M
|
483K
$9.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
247K+ 46.68% |
$4.56M - $10.1M
|
778K
$15.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
247K+ 109.41% |
$4.55M - $10.1M
|
473K
$9.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
246K+ 100.74% |
$4.52M - $10M
|
489K
$9.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
244K+ 99.78% |
$4.48M - $9.96M
|
488K
$9.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
240K+ 107.38% |
$4.41M - $9.79M
|
463K
$9M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
237K+ 217.31% |
$4.36M - $9.67M
|
346K
$6.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
236K+ 74.39% |
$4.35M - $9.65M
|
554K
$10.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
234K+ 99.92% |
$4.32M - $9.58M
|
469K
$9.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
223K+ 93.47% |
$4.11M - $9.13M
|
463K
$9M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
218K+ 722.92% |
$4.01M - $8.89M
|
248K
$4.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
215KNew |
$3.96M - $8.8M
|
215K
$4.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
211K+ 101.77% |
$3.89M - $8.64M
|
419K
$8.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
210K+ 103.61% |
$3.87M - $8.59M
|
413K
$8.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
209KNew |
$3.85M - $8.54M
|
209K
$4.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
209K+ 114.49% |
$3.85M - $8.54M
|
392K
$7.62M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
207K+ 104.04% |
$3.82M - $8.47M
|
406K
$7.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
206K+ 100.0% |
$3.79M - $8.42M
|
412K
$8.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
206K+ 95.46% |
$3.79M - $8.4M
|
421K
$8.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
201K+ 126.29% |
$3.69M - $8.2M
|
359K
$6.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
199K+ 92.67% |
$3.67M - $8.14M
|
414K
$8.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
199K+ 100.07% |
$3.67M - $8.14M
|
398K
$7.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
199K+ 99.71% |
$3.66M - $8.13M
|
398K
$7.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
199K+ 110.91% |
$3.66M - $8.12M
|
378K
$7.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
198K+ 100.4% |
$3.64M - $8.07M
|
394K
$7.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
BUY
|
- |
197K+ 371.06% |
$3.63M - $8.06M
|
250K
$4.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
194K+ 100.81% |
$3.56M - $7.91M
|
386K
$7.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
BUY
|
- |
193K+ 101.01% |
$3.56M - $7.9M
|
385K
$7.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
191K+ 327.93% |
$3.53M - $7.83M
|
250K
$4.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
189K+ 97.48% |
$3.49M - $7.74M
|
384K
$7.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
189K+ 96.4% |
$3.48M - $7.72M
|
385K
$7.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
185K+ 97.82% |
$3.4M - $7.54M
|
373K
$7.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
183K+ 378.86% |
$3.37M - $7.48M
|
231K
$4.5M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
182K+ 109.28% |
$3.35M - $7.44M
|
349K
$6.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
182K+ 112.15% |
$3.34M - $7.42M
|
343K
$6.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
181K+ 87.32% |
$3.34M - $7.41M
|
389K
$7.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
181K+ 118.58% |
$3.33M - $7.4M
|
334K
$6.49M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
180K+ 101.93% |
$3.31M - $7.35M
|
356K
$6.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
177K+ 97.86% |
$3.25M - $7.22M
|
357K
$6.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
175K+ 91.89% |
$3.23M - $7.17M
|
366K
$7.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
171K+ 96.76% |
$3.16M - $7.01M
|
349K
$6.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
171K+ 109.08% |
$3.15M - $7M
|
328K
$6.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
166K+ 96.91% |
$3.06M - $6.79M
|
338K
$6.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
166K+ 99.35% |
$3.06M - $6.79M
|
333K
$6.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
166K+ 114.0% |
$3.06M - $6.79M
|
312K
$6.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
166KNew |
$3.05M - $6.78M
|
166K
$3.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
165K+ 101.28% |
$3.03M - $6.74M
|
328K
$6.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
162K+ 4.38% |
$2.98M - $6.61M
|
3.85M
$74.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
161K+ 114.04% |
$2.97M - $6.6M
|
303K
$5.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
160K+ 84.42% |
$2.94M - $6.54M
|
349K
$6.79M
|