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 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
34K+ 94.14% |
$625K - $1.39M
|
70.1K
$1.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
33.8KNew |
$621K - $1.38M
|
33.8K
$668K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
33.6K+ 268.78% |
$619K - $1.37M
|
46.2K
$914K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
33.5K+ 85.68% |
$616K - $1.37M
|
72.5K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
33.4K+ 98.33% |
$615K - $1.37M
|
67.4K
$1.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
33.3K+ 107.11% |
$613K - $1.36M
|
64.4K
$1.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
33.2K+ 113.25% |
$611K - $1.36M
|
62.4K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
33.1K+ 187.01% |
$609K - $1.35M
|
50.8K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
33K+ 104.37% |
$607K - $1.35M
|
64.5K
$1.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
32.9K+ 36.17% |
$605K - $1.34M
|
124K
$2.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
32.5K+ 94.31% |
$598K - $1.33M
|
67K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
32.4KNew |
$597K - $1.33M
|
32.4K
$642K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
32.2K+ 91.27% |
$593K - $1.32M
|
67.5K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
32K+ 117.63% |
$589K - $1.31M
|
59.2K
$1.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
31.9K+ 100.35% |
$588K - $1.3M
|
63.7K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
31.9K+ 104.04% |
$586K - $1.3M
|
62.5K
$1.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
31.8K+ 70.32% |
$586K - $1.3M
|
77.1K
$1.53M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
31.8K+ 3792.73% |
$586K - $1.3M
|
32.7K
$646K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
31.7K+ 101.2% |
$583K - $1.3M
|
63K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
31.6K+ 72.47% |
$582K - $1.29M
|
75.2K
$1.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
31.5KNew |
$579K - $1.29M
|
31.5K
$622K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
31.3K+ 91.06% |
$577K - $1.28M
|
65.8K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
31.1K+ 163.58% |
$573K - $1.27M
|
50.1K
$992K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
31.1K+ 95.3% |
$573K - $1.27M
|
63.8K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
30.9K+ 98.68% |
$569K - $1.26M
|
62.3K
$1.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
30.6K+ 157.18% |
$563K - $1.25M
|
50K
$990K
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
30.5K+ 104.17% |
$561K - $1.25M
|
59.7K
$1.18M
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
30.3K+ 97.5% |
$559K - $1.24M
|
61.5K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
30.3K+ 99.43% |
$558K - $1.24M
|
60.8K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
30.1K+ 142.49% |
$555K - $1.23M
|
51.3K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
30.1K+ 100.0% |
$554K - $1.23M
|
60.2K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
29.7K+ 114.28% |
$547K - $1.21M
|
55.7K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
29.6KNew |
$545K - $1.21M
|
29.6K
$586K
|
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
29.5K+ 94.18% |
$544K - $1.21M
|
60.9K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
29.4K+ 92.07% |
$541K - $1.2M
|
61.3K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
29.4K+ 71.46% |
$541K - $1.2M
|
70.5K
$1.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
29.3K+ 85.63% |
$539K - $1.2M
|
63.5K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
29K+ 99.17% |
$534K - $1.19M
|
58.3K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
28.8K+ 100.0% |
$531K - $1.18M
|
57.7K
$1.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
28.8K+ 129.1% |
$531K - $1.18M
|
51.2K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
28.7K+ 100.0% |
$529K - $1.17M
|
57.5K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
28.6K+ 94.33% |
$527K - $1.17M
|
59K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
28.5KNew |
$525K - $1.16M
|
28.5K
$564K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
28.3K+ 100.39% |
$520K - $1.15M
|
56.4K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
28.1K+ 105.54% |
$518K - $1.15M
|
54.7K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
28K+ 100.0% |
$516K - $1.15M
|
56.1K
$1.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
28K+ 101.17% |
$516K - $1.15M
|
55.7K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
27.5K+ 101.99% |
$507K - $1.13M
|
54.5K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
27.3K+ 108.59% |
$503K - $1.12M
|
52.5K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
27.2K+ 121.25% |
$502K - $1.11M
|
49.7K
$984K
|