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 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
180M+ 116.57% |
$3.32B - $7.37B
|
335M
$6.63B
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
98.4M+ 118.9% |
$1.81B - $4.02B
|
181M
$3.58B
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
91.3M+ 112.55% |
$1.68B - $3.73B
|
172M
$3.41B
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
24M+ 12912.09% |
$442M - $980M
|
24.2M
$478M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.7M+ 98.29% |
$381M - $846M
|
41.7M
$826M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
12.1M+ 96.46% |
$222M - $493M
|
24.6M
$486M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.7M+ 115.25% |
$216M - $478M
|
21.9M
$433M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
7.71M+ 102.89% |
$142M - $315M
|
15.2M
$301M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.92M+ 105.05% |
$127M - $283M
|
13.5M
$267M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.35M+ 113.19% |
$98.5M - $219M
|
10.1M
$199M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.24M+ 105.62% |
$96.4M - $214M
|
10.2M
$202M
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
5.17M+ 92.69% |
$95.3M - $211M
|
10.8M
$213M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
4.51M+ 117.0% |
$83.1M - $184M
|
8.37M
$166M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.41M+ 97.48% |
$81.1M - $180M
|
8.92M
$177M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.07M+ 157.61% |
$74.9M - $166M
|
6.65M
$132M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
3.74M+ 113.83% |
$68.8M - $153M
|
7.02M
$139M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.49M+ 116.78% |
$64.2M - $143M
|
6.47M
$128M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
3.4M+ 110.67% |
$62.5M - $139M
|
6.47M
$128M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
3.28M+ 115.18% |
$60.4M - $134M
|
6.13M
$121M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.28M+ 103.83% |
$60.3M - $134M
|
6.43M
$127M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
3.26M+ 98.7% |
$60M - $133M
|
6.56M
$130M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.19M+ 114.94% |
$58.7M - $130M
|
5.96M
$118M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.88M+ 90.2% |
$53M - $118M
|
6.08M
$120M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.85M+ 108.52% |
$52.4M - $116M
|
5.47M
$108M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.84M+ 13812.72% |
$52.2M - $116M
|
2.86M
$56.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.77M+ 96.98% |
$51M - $113M
|
5.62M
$111M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.75M+ 110.93% |
$50.6M - $112M
|
5.23M
$103M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
2.72MNew |
$50.1M - $111M
|
2.72M
$53.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.4M+ 4765.13% |
$44.2M - $98.2M
|
2.45M
$48.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.37M+ 115.56% |
$43.6M - $96.7M
|
4.42M
$87.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.37M+ 3715.97% |
$43.6M - $96.7M
|
2.43M
$48.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.36M+ 12383.17% |
$43.4M - $96.4M
|
2.38M
$47.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.35M+ 109.05% |
$43.2M - $96M
|
4.5M
$89.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.32M+ 112.86% |
$42.8M - $95M
|
4.38M
$86.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.23M+ 101.99% |
$41.1M - $91.3M
|
4.43M
$87.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.2M+ 111.09% |
$40.5M - $89.9M
|
4.18M
$82.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.17MNew |
$39.9M - $88.6M
|
2.17M
$42.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
2.1M+ 100.71% |
$38.6M - $85.8M
|
4.18M
$82.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.06M+ 139.64% |
$38M - $84.3M
|
3.54M
$70.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
1.98M+ 118.13% |
$36.5M - $81.1M
|
3.66M
$72.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.93M+ 97.96% |
$35.6M - $79M
|
3.91M
$77.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.91M+ 123.88% |
$35.2M - $78.1M
|
3.45M
$68.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.89M+ 104.89% |
$34.9M - $77.4M
|
3.7M
$73.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.88M+ 306.87% |
$34.5M - $76.7M
|
2.49M
$49.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.66M+ 110.39% |
$30.6M - $67.8M
|
3.16M
$62.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
1.61M+ 208.66% |
$29.7M - $66M
|
2.39M
$47.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.41M+ 79.55% |
$25.9M - $57.6M
|
3.18M
$62.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
BUY
|
- |
1.37M+ 101.8% |
$25.2M - $55.9M
|
2.71M
$53.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
1.34M+ 109.68% |
$24.7M - $54.9M
|
2.57M
$50.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.3M+ 108.11% |
$24M - $53.2M
|
2.51M
$49.6M
|