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 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
59.5K+ 133.66% |
$1.1M - $2.43M
|
104K
$2.06M
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
58.8K+ 100.0% |
$1.08M - $2.4M
|
118K
$2.33M
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
58.8K+ 94.14% |
$1.08M - $2.4M
|
121K
$2.4M
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
58.4K+ 66.27% |
$1.08M - $2.39M
|
147K
$2.9M
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
58.1K+ 97.01% |
$1.07M - $2.38M
|
118K
$2.34M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
57.3K+ 206.17% |
$1.05M - $2.34M
|
85.1K
$1.68M
|
|
Feb 14, 2025
Q4 2024
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
56.2KNew |
$1.03M - $2.29M
|
56.2K
$1.11M
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
55.9K+ 85.84% |
$1.03M - $2.29M
|
121K
$2.4M
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
55.7K+ 110.76% |
$1.03M - $2.28M
|
106K
$2.1M
|
|
Feb 07, 2025
Q4 2024
|
Verity Wealth Advisors
|
BUY
|
- |
55.6K+ 100.16% |
$1.02M - $2.27M
|
111K
$2.2M
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
55.5KNew |
$1.02M - $2.27M
|
55.5K
$1.1M
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
55K+ 77.54% |
$1.01M - $2.25M
|
126K
$2.49M
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
54.3K+ 96.42% |
$1M - $2.22M
|
111K
$2.19M
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
54.2K+ 104.39% |
$998K - $2.22M
|
106K
$2.1M
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
54.2K+ 102.04% |
$998K - $2.22M
|
107K
$2.12M
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
54.2KNew |
$998K - $2.21M
|
54.2K
$1.07M
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
53.8K+ 113.3% |
$991K - $2.2M
|
101K
$2.01M
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
53.5K+ 84.59% |
$985K - $2.19M
|
117K
$2.31M
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
53.2K+ 206.32% |
$980K - $2.18M
|
79.1K
$1.56M
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
53K+ 113.64% |
$976K - $2.17M
|
99.7K
$1.97M
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
52.7KNew |
$970K - $2.15M
|
52.7K
$1.04M
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
52.6K+ 63.54% |
$968K - $2.15M
|
135K
$2.68M
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
52.5K+ 95.47% |
$967K - $2.15M
|
108K
$2.13M
|
|
Feb 10, 2025
Q4 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
52.1K+ 120.85% |
$959K - $2.13M
|
95.2K
$1.88M
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
51.8K+ 98.95% |
$954K - $2.12M
|
104K
$2.06M
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
BUY
|
- |
51.5K+ 104.45% |
$948K - $2.1M
|
101K
$1.99M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
50.6K+ 106.22% |
$931K - $2.07M
|
98.2K
$1.94M
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
50.2KNew |
$925K - $2.05M
|
50.2K
$994K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
50.2K+ 100.68% |
$925K - $2.05M
|
100K
$1.98M
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
50.2K+ 108.84% |
$924K - $2.05M
|
96.3K
$1.91M
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
49.6K+ 93.18% |
$912K - $2.03M
|
103K
$2.03M
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
48.9K+ 85.72% |
$900K - $2M
|
106K
$2.1M
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
48.9K+ 99.41% |
$900K - $2M
|
98.1K
$1.94M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
48.9K+ 120.68% |
$900K - $2M
|
89.4K
$1.77M
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
48.7K+ 84.85% |
$897K - $1.99M
|
106K
$2.1M
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
48.1K+ 130.15% |
$885K - $1.96M
|
85K
$1.68M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
47.5K+ 102.79% |
$875K - $1.94M
|
93.7K
$1.85M
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
47.4KNew |
$872K - $1.94M
|
47.4K
$937K
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
47.2K+ 109.5% |
$869K - $1.93M
|
90.3K
$1.79M
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
46.4K+ 131.16% |
$855K - $1.9M
|
81.9K
$1.62M
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
45.8K+ 99.28% |
$843K - $1.87M
|
92K
$1.82M
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
45.3K+ 101.11% |
$835K - $1.85M
|
90.2K
$1.79M
|
|
Feb 06, 2025
Q4 2024
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
45.2KNew |
$833K - $1.85M
|
45.2K
$895K
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
45.2K+ 100.78% |
$833K - $1.85M
|
90.1K
$1.78M
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
45.2K+ 106.84% |
$832K - $1.85M
|
87.5K
$1.73M
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
44.8K+ 118.37% |
$824K - $1.83M
|
82.6K
$1.63M
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
44.8K+ 87.18% |
$824K - $1.83M
|
96.1K
$1.9M
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
44.6K+ 64.35% |
$821K - $1.82M
|
114K
$2.26M
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
43.5K+ 91.54% |
$801K - $1.78M
|
91.1K
$1.8M
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
43.3K+ 100.0% |
$797K - $1.77M
|
86.6K
$1.71M
|