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 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
211K+ 101.77% |
$3.89M - $8.64M
|
419K
$8.36M
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
210K+ 103.61% |
$3.87M - $8.59M
|
413K
$8.24M
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
209KNew |
$3.85M - $8.54M
|
209K
$4.17M
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
209K+ 114.49% |
$3.85M - $8.54M
|
392K
$7.81M
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
207K+ 104.04% |
$3.82M - $8.47M
|
406K
$8.11M
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
206K+ 100.0% |
$3.79M - $8.42M
|
412K
$8.22M
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
206K+ 95.46% |
$3.79M - $8.4M
|
421K
$8.4M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
201K+ 126.29% |
$3.69M - $8.2M
|
359K
$7.17M
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
199K+ 92.67% |
$3.67M - $8.14M
|
414K
$8.26M
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
199K+ 100.07% |
$3.67M - $8.14M
|
398K
$7.95M
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
199K+ 99.71% |
$3.66M - $8.13M
|
398K
$7.95M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
199K+ 110.91% |
$3.66M - $8.12M
|
378K
$7.53M
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
198K+ 100.4% |
$3.64M - $8.07M
|
394K
$7.87M
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
BUY
|
- |
197K+ 371.06% |
$3.63M - $8.06M
|
250K
$5M
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
194K+ 100.81% |
$3.56M - $7.91M
|
386K
$7.69M
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
BUY
|
- |
193K+ 101.01% |
$3.56M - $7.9M
|
385K
$7.68M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
191K+ 327.93% |
$3.53M - $7.83M
|
250K
$4.98M
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
189K+ 97.48% |
$3.49M - $7.74M
|
384K
$7.66M
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
189K+ 96.4% |
$3.48M - $7.72M
|
385K
$7.68M
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
189KNew |
$3.48M - $7.72M
|
189K
$3.77M
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
187K+ 90.41% |
$3.44M - $7.64M
|
394K
$7.85M
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
186K+ 66.72% |
$3.42M - $7.59M
|
464K
$9.26M
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
185K+ 97.82% |
$3.4M - $7.54M
|
373K
$7.45M
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
183K+ 378.86% |
$3.37M - $7.48M
|
231K
$4.62M
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
182K+ 109.28% |
$3.35M - $7.44M
|
349K
$6.96M
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
182K+ 112.15% |
$3.34M - $7.42M
|
343K
$6.85M
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
181K+ 87.32% |
$3.34M - $7.41M
|
389K
$7.76M
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
181K+ 118.58% |
$3.33M - $7.4M
|
334K
$6.65M
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
180K+ 101.93% |
$3.31M - $7.35M
|
356K
$7.1M
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
177K+ 97.86% |
$3.25M - $7.22M
|
357K
$7.12M
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
175K+ 91.89% |
$3.23M - $7.17M
|
366K
$7.31M
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
171K+ 96.76% |
$3.16M - $7.01M
|
349K
$6.96M
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
171K+ 109.08% |
$3.15M - $7M
|
328K
$6.55M
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
166K+ 96.91% |
$3.06M - $6.79M
|
338K
$6.73M
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
166K+ 99.35% |
$3.06M - $6.79M
|
333K
$6.65M
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
166K+ 114.0% |
$3.06M - $6.79M
|
312K
$6.22M
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
166KNew |
$3.05M - $6.78M
|
166K
$3.31M
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
165K+ 64.85% |
$3.04M - $6.74M
|
419K
$8.37M
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
165K+ 101.28% |
$3.03M - $6.74M
|
328K
$6.54M
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
164KNew |
$3.01M - $6.69M
|
164K
$3.27M
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
162K+ 78.06% |
$2.98M - $6.62M
|
369K
$7.37M
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
162K+ 236.35% |
$2.98M - $6.62M
|
230K
$4.6M
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
162K+ 4.38% |
$2.98M - $6.61M
|
3.85M
$76.8M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
161K+ 114.04% |
$2.97M - $6.6M
|
303K
$6.05M
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
160K+ 84.42% |
$2.94M - $6.54M
|
349K
$6.97M
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
160K+ 106.7% |
$2.94M - $6.53M
|
309K
$6.17M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
159K+ 119.79% |
$2.94M - $6.52M
|
293K
$5.84M
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
156K+ 124.84% |
$2.86M - $6.36M
|
280K
$5.59M
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
155K+ 98.9% |
$2.86M - $6.35M
|
312K
$6.23M
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
153K+ 95.13% |
$2.82M - $6.27M
|
314K
$6.27M
|