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 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
602K+ 105.28% |
$11.1M - $24.6M
|
1.17M
$23.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
601K+ 402.56% |
$11.1M - $24.5M
|
750K
$14.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
595K+ 100.81% |
$11M - $24.3M
|
1.19M
$23.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
593K+ 145.41% |
$10.9M - $24.2M
|
1M
$19.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
589K+ 90.23% |
$10.8M - $24.1M
|
1.24M
$24.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
588KNew |
$10.8M - $24M
|
588K
$11.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
581K+ 108.45% |
$10.7M - $23.8M
|
1.12M
$22.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
579K+ 102.8% |
$10.7M - $23.7M
|
1.14M
$22.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
576K+ 148.47% |
$10.6M - $23.5M
|
963K
$19.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
573K+ 102.75% |
$10.5M - $23.4M
|
1.13M
$22.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
560K+ 97.1% |
$10.3M - $22.9M
|
1.14M
$22.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
554K+ 104.45% |
$10.2M - $22.6M
|
1.08M
$21.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
550K+ 103.38% |
$10.1M - $22.5M
|
1.08M
$21.4M
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
545KNew |
$10M - $22.3M
|
545K
$10.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
542K+ 95.66% |
$9.98M - $22.2M
|
1.11M
$21.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
539K+ 169.6% |
$9.93M - $22M
|
857K
$17M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
536K+ 103.81% |
$9.86M - $21.9M
|
1.05M
$20.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
503K+ 81.96% |
$9.26M - $20.6M
|
1.12M
$22.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
502KNew |
$9.25M - $20.5M
|
502K
$9.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
499K+ 105.01% |
$9.19M - $20.4M
|
975K
$19.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
499K+ 113.58% |
$9.19M - $20.4M
|
939K
$18.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
494K+ 94.91% |
$9.1M - $20.2M
|
1.01M
$20.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
486K+ 117.05% |
$8.95M - $19.9M
|
902K
$17.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
484K+ 119.83% |
$8.91M - $19.8M
|
888K
$17.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
472K+ 105.62% |
$8.68M - $19.3M
|
918K
$18.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
471K+ 112.57% |
$8.67M - $19.3M
|
889K
$17.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
461KNew |
$8.48M - $18.8M
|
461K
$9.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
460K+ 983.21% |
$8.48M - $18.8M
|
507K
$10M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
458K+ 109.75% |
$8.42M - $18.7M
|
874K
$17.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
450K+ 99.44% |
$8.28M - $18.4M
|
902K
$17.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
436K+ 87.33% |
$8.03M - $17.8M
|
936K
$18.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
434K+ 101.81% |
$8M - $17.8M
|
861K
$17M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
432K+ 108.65% |
$7.95M - $17.6M
|
829K
$16.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
427KNew |
$7.86M - $17.5M
|
427K
$8.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
426K+ 104.24% |
$7.84M - $17.4M
|
834K
$16.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
425K+ 97.12% |
$7.83M - $17.4M
|
864K
$17.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
423K+ 319.73% |
$7.79M - $17.3M
|
555K
$11M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
422K+ 101.77% |
$7.76M - $17.2M
|
836K
$16.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
418K+ 109.27% |
$7.7M - $17.1M
|
801K
$15.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
417K+ 101.35% |
$7.69M - $17.1M
|
829K
$16.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
416K+ 98.0% |
$7.66M - $17M
|
841K
$16.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
416K+ 98.0% |
$7.66M - $17M
|
841K
$16.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
413K+ 97.85% |
$7.61M - $16.9M
|
836K
$16.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
407K+ 124.89% |
$7.5M - $16.6M
|
733K
$14.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
405K+ 98.08% |
$7.46M - $16.6M
|
819K
$16.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
400K+ 94.02% |
$7.36M - $16.3M
|
825K
$16.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
400K+ 102.2% |
$7.36M - $16.3M
|
791K
$15.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
398K+ 93.61% |
$7.32M - $16.3M
|
823K
$16.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
396K+ 102.91% |
$7.29M - $16.2M
|
781K
$15.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
396K+ 102.26% |
$7.29M - $16.2M
|
783K
$15.5M
|