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 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
1.29M+ 107.52% |
$23.8M - $52.9M
|
2.5M
$49.4M
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.28M+ 95.06% |
$23.6M - $52.4M
|
2.63M
$52.1M
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.26M+ 91.53% |
$23.2M - $51.5M
|
2.64M
$52.2M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.24M+ 120.62% |
$22.9M - $50.8M
|
2.27M
$45M
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.23MNew |
$22.6M - $50.3M
|
1.23M
$24.3M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.17M+ 112.45% |
$21.5M - $47.6M
|
2.2M
$43.6M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.16M+ 127.05% |
$21.3M - $47.2M
|
2.06M
$40.9M
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.14M+ 85.38% |
$21.1M - $46.8M
|
2.49M
$49.2M
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.13M+ 110.15% |
$20.7M - $46M
|
2.15M
$42.5M
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1.09M+ 103.41% |
$20M - $44.4M
|
2.14M
$42.3M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.03M+ 120.56% |
$19M - $42.2M
|
1.89M
$37.4M
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
1.03M+ 101.37% |
$18.9M - $42M
|
2.04M
$40.4M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1M+ 160.45% |
$18.5M - $41.1M
|
1.63M
$32.3M
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
975K+ 129.78% |
$17.9M - $39.8M
|
1.73M
$34.2M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
969K+ 123.37% |
$17.8M - $39.6M
|
1.75M
$34.7M
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
953K+ 101.18% |
$17.5M - $39M
|
1.9M
$37.5M
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
949K+ 99.16% |
$17.5M - $38.8M
|
1.91M
$37.7M
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
949K+ 148.6% |
$17.5M - $38.8M
|
1.59M
$31.4M
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
929K+ 757.22% |
$17.1M - $38M
|
1.05M
$20.8M
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
908K+ 105.63% |
$16.7M - $37.1M
|
1.77M
$35M
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
870K+ 86.96% |
$16M - $35.6M
|
1.87M
$37M
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
835K+ 127.72% |
$15.4M - $34.1M
|
1.49M
$29.5M
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
829K+ 107.36% |
$15.3M - $33.9M
|
1.6M
$31.7M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
828K+ 110.88% |
$15.2M - $33.8M
|
1.57M
$31.2M
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
821KNew |
$15.1M - $33.6M
|
821K
$16.3M
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
805KNew |
$14.8M - $32.9M
|
805K
$15.9M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
796K+ 109.34% |
$14.7M - $32.5M
|
1.52M
$30.2M
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
781K+ 101.97% |
$14.4M - $31.9M
|
1.55M
$30.6M
|
|
Feb 14, 2025
Q4 2024
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
BUY
|
- |
764KNew |
$14.1M - $31.2M
|
764K
$15.1M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
751K+ 3.45% |
$13.8M - $30.7M
|
22.5M
$445M
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
740K+ 107.28% |
$13.6M - $30.2M
|
1.43M
$28.3M
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
740K+ 92.23% |
$13.6M - $30.2M
|
1.54M
$30.5M
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
719K+ 108.77% |
$13.2M - $29.4M
|
1.38M
$27.3M
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
709K+ 87.55% |
$13M - $29M
|
1.52M
$30.1M
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
708K+ 107.39% |
$13M - $28.9M
|
1.37M
$27.1M
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
703K+ 120.35% |
$12.9M - $28.7M
|
1.29M
$25.5M
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
696K+ 259.3% |
$12.8M - $28.4M
|
964K
$19.1M
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
694K+ 84.88% |
$12.8M - $28.3M
|
1.51M
$29.9M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
678K+ 65.42% |
$12.5M - $27.7M
|
1.71M
$33.9M
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
663KNew |
$12.2M - $27.1M
|
663K
$13.1M
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
644K+ 103.05% |
$11.9M - $26.3M
|
1.27M
$25.1M
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
642K+ 101.97% |
$11.8M - $26.2M
|
1.27M
$25.2M
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
638K+ 87.17% |
$11.7M - $26.1M
|
1.37M
$27.1M
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
634K+ 110.29% |
$11.7M - $25.9M
|
1.21M
$23.9M
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
631K+ 107.06% |
$11.6M - $25.8M
|
1.22M
$24.2M
|
|
Feb 11, 2025
Q4 2024
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
631KNew |
$11.6M - $25.8M
|
631K
$12.5M
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
623K+ 99.32% |
$11.5M - $25.5M
|
1.25M
$24.8M
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
623K+ 100.31% |
$11.5M - $25.5M
|
1.24M
$24.6M
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
611K+ 105.32% |
$11.2M - $25M
|
1.19M
$23.6M
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
610K+ 122.46% |
$11.2M - $24.9M
|
1.11M
$21.9M
|