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 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
21.6K+ 91.15% |
$398K - $884K
|
45.4K
$897K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
21.6K+ 112.93% |
$397K - $882K
|
40.7K
$805K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
21.4K+ 108.14% |
$395K - $876K
|
41.3K
$817K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
21.3K+ 86.21% |
$393K - $872K
|
46.1K
$912K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
21.2K+ 51.48% |
$390K - $866K
|
62.4K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
21.2KNew |
$390K - $866K
|
21.2K
$419K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
21.1K+ 96.87% |
$388K - $861K
|
42.8K
$847K
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
20.9K+ 133.46% |
$384K - $853K
|
36.5K
$723K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
20.7KNew |
$381K - $846K
|
20.7K
$409K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
20.7K+ 6.57% |
$380K - $845K
|
335K
$6.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
20.5K+ 100.0% |
$377K - $837K
|
41K
$811K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
20.4KNew |
$375K - $834K
|
20.4K
$404K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
20.4K+ 12.2% |
$375K - $832K
|
187K
$3.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
20.3K+ 111.73% |
$374K - $830K
|
38.5K
$762K
|
|
|
Feb 13, 2025
Q4 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
20.3K+ 100.0% |
$373K - $829K
|
40.6K
$803K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
20.3K+ 108.32% |
$373K - $829K
|
39K
$772K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
20.1K+ 389.71% |
$371K - $823K
|
25.3K
$501K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
20.1K+ 108.89% |
$369K - $820K
|
38.5K
$762K
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
20.1KNew |
$369K - $820K
|
20.1K
$397K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
20K+ 102.44% |
$369K - $818K
|
39.6K
$783K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
19.8K+ 96.26% |
$364K - $809K
|
40.4K
$799K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
19.7K+ 115.91% |
$363K - $807K
|
36.8K
$728K
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
19.5K+ 135.66% |
$360K - $799K
|
33.9K
$672K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
19.5K+ 97.49% |
$360K - $798K
|
39.6K
$783K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
19.4K+ 74.53% |
$358K - $794K
|
45.5K
$900K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
19.3K+ 63.76% |
$356K - $790K
|
49.7K
$983K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
19.3K+ 100.0% |
$356K - $790K
|
38.7K
$765K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
19.3K+ 100.0% |
$355K - $787K
|
38.5K
$762K
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
19.2K+ 86.47% |
$354K - $787K
|
41.5K
$821K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
19.2KNew |
$354K - $786K
|
19.2K
$381K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
19.2K+ 94.41% |
$354K - $785K
|
39.6K
$783K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
19.1K+ 271.91% |
$351K - $780K
|
26.1K
$517K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
19K+ 102.43% |
$350K - $777K
|
37.6K
$744K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
18.9K+ 167.68% |
$349K - $774K
|
30.3K
$599K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
18.9K+ 90.6% |
$348K - $772K
|
39.7K
$786K
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
18.8KNew |
$346K - $767K
|
18.8K
$371K
|
|
|
Jan 30, 2025
Q4 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
18.8K+ 100.0% |
$345K - $766K
|
37.5K
$742K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
18.5K+ 56.61% |
$341K - $757K
|
51.2K
$1.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
18.5K+ 98.46% |
$341K - $756K
|
37.3K
$738K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
18.5K+ 271.02% |
$340K - $756K
|
25.3K
$501K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
18.5K+ 103.89% |
$340K - $755K
|
36.2K
$717K
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
18.3KNew |
$338K - $749K
|
18.3K
$363K
|
|
|
Feb 14, 2025
Q4 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
18.3K+ 99.98% |
$337K - $748K
|
36.6K
$725K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
18.3K+ 119.91% |
$336K - $746K
|
33.5K
$663K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
18.2K+ 110.78% |
$335K - $744K
|
34.6K
$685K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
18.1K+ 104.62% |
$334K - $742K
|
35.5K
$702K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
18.1K+ 207.22% |
$334K - $741K
|
26.9K
$532K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
18.1K+ 100.0% |
$333K - $740K
|
36.2K
$716K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
18.1K+ 90.42% |
$332K - $738K
|
38K
$752K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
18K+ 108.35% |
$332K - $737K
|
34.7K
$686K
|