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
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
14.7K+ 19.58% |
$271K - $602K
|
89.9K
$1.78M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
14.7K+ 100.31% |
$270K - $600K
|
29.3K
$580K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
14.7K+ 100.0% |
$270K - $599K
|
29.3K
$580K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
14.7K+ 110.93% |
$270K - $599K
|
27.9K
$552K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
14.6K+ 92.13% |
$269K - $598K
|
30.5K
$604K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
14.6K+ 100.87% |
$269K - $597K
|
29.1K
$576K
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
14.6K+ 99.99% |
$269K - $597K
|
29.2K
$578K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
14.5K+ 135.4% |
$267K - $592K
|
25.2K
$499K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
14.5K+ 103.93% |
$267K - $592K
|
28.4K
$563K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
14.4K+ 89.07% |
$266K - $590K
|
30.6K
$606K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
14.4K+ 96.76% |
$265K - $589K
|
29.3K
$580K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
14.4K+ 99.23% |
$265K - $588K
|
28.9K
$572K
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
14.4K+ 99.09% |
$264K - $587K
|
28.8K
$571K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
14.3K+ 103.1% |
$264K - $586K
|
28.3K
$559K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
14.2K+ 82.37% |
$262K - $582K
|
31.5K
$624K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
14.2K+ 97.58% |
$261K - $579K
|
28.7K
$568K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
14K+ 85.98% |
$258K - $573K
|
30.3K
$600K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
14K+ 100.0% |
$258K - $572K
|
28K
$554K
|
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
13.9K+ 86.88% |
$256K - $569K
|
29.9K
$592K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
13.9K+ 94.37% |
$256K - $568K
|
28.6K
$567K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
13.8KNew |
$254K - $564K
|
13.8K
$273K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
13.8KNew |
$254K - $563K
|
13.8K
$273K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
13.7K+ 100.57% |
$252K - $559K
|
27.3K
$540K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
13.7K+ 4.69% |
$251K - $558K
|
305K
$6.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
13.6KNew |
$250K - $555K
|
13.6K
$269K
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
13.5K+ 102.9% |
$249K - $553K
|
26.7K
$528K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
13.5K+ 99.99% |
$249K - $552K
|
27K
$535K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
13.5K+ 103.24% |
$248K - $551K
|
26.6K
$526K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
13.5K+ 111.77% |
$248K - $550K
|
25.5K
$504K
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
13.4K+ 100.0% |
$246K - $547K
|
26.8K
$529K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13.3KNew |
$245K - $543K
|
13.3K
$263K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
13.2KNew |
$243K - $539K
|
13.2K
$261K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
13.2K+ 29.3% |
$242K - $538K
|
58.1K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
13.2K+ 99.97% |
$242K - $538K
|
26.3K
$521K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.1K+ 102.43% |
$242K - $537K
|
26K
$514K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
13.1K+ 96.74% |
$242K - $536K
|
26.7K
$528K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
13.1K+ 97.28% |
$241K - $535K
|
26.5K
$525K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
13K+ 91.57% |
$240K - $532K
|
27.2K
$539K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
13K+ 126.89% |
$240K - $532K
|
23.3K
$460K
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
13K+ 103.43% |
$239K - $531K
|
25.5K
$505K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
13K+ 101.0% |
$239K - $530K
|
25.8K
$511K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
12.9K+ 101.31% |
$237K - $526K
|
25.6K
$506K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
12.9K+ 103.48% |
$237K - $526K
|
25.3K
$500K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
12.8K+ 100.0% |
$236K - $524K
|
25.7K
$508K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12.7K+ 99.91% |
$234K - $519K
|
25.4K
$503K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
12.7K+ 94.04% |
$234K - $519K
|
26.2K
$518K
|
|
|
Feb 12, 2025
Q4 2024
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
12.7K+ 100.99% |
$234K - $519K
|
25.3K
$500K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
12.7K+ 98.83% |
$233K - $518K
|
25.5K
$504K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
12.6K+ 89.79% |
$231K - $514K
|
26.6K
$526K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12.4KNew |
$229K - $508K
|
12.4K
$246K
|