Latest Institutional Transactions on Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Intl Eqty (SCHF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
11.9K+ 97.74% |
$219K - $487K
|
24.1K
$477K
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.62K+ 100.0% |
$48.2K - $107K
|
5.24K
$104K
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
33.8KNew |
$621K - $1.38M
|
33.8K
$668K
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
33.2K+ 113.25% |
$611K - $1.36M
|
62.4K
$1.24M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
678K+ 65.42% |
$12.5M - $27.7M
|
1.71M
$33.9M
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
165K+ 101.28% |
$3.03M - $6.74M
|
328K
$6.48M
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
153K+ 97.2% |
$2.82M - $6.26M
|
311K
$6.15M
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
25.7KNew |
$472K - $1.05M
|
25.7K
$508K
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
265K+ 108.08% |
$4.87M - $10.8M
|
509K
$10.1M
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
110K+ 99.81% |
$2.03M - $4.5M
|
221K
$4.37M
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
274K+ 102.64% |
$5.05M - $11.2M
|
542K
$10.7M
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4.4K+ 102.92% |
$81.1K - $180K
|
8.68K
$172K
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
14K+ 100.0% |
$258K - $572K
|
28K
$554K
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
24.8K+ 92.04% |
$456K - $1.01M
|
51.7K
$1.02M
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
697+ 100.0% |
$12.8K - $28.5K
|
1.39K
$27.6K
|
|
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 07, 2025
Q4 2024
|
Verity Wealth Advisors
|
BUY
|
- |
55.6K+ 100.16% |
$1.02M - $2.27M
|
111K
$2.2M
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-5.88K- 16.22% |
$108K - $240K
|
30.4K
$601K
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
103K+ 80.37% |
$1.9M - $4.22M
|
232K
$4.59M
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
7.87K+ 100.0% |
$145K - $322K
|
15.7K
$312K
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
499K+ 105.01% |
$9.19M - $20.4M
|
975K
$19.3M
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
3.4M+ 110.67% |
$62.5M - $139M
|
6.47M
$128M
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
3.16K+ 100.0% |
$58.1K - $129K
|
6.31K
$125K
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
74.6K+ 96.99% |
$1.37M - $3.05M
|
152K
$3M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
60.9K+ 292.37% |
$1.12M - $2.49M
|
81.8K
$1.62M
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
16.2K+ 106.24% |
$298K - $662K
|
31.5K
$623K
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
183K+ 378.86% |
$3.37M - $7.48M
|
231K
$4.58M
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-2.57K- 23.37% |
$47.2K - $105K
|
8.42K
$167K
|
|
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
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
40.9K+ 122.05% |
$753K - $1.67M
|
74.4K
$1.47M
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
27.2K+ 121.25% |
$502K - $1.11M
|
49.7K
$984K
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
10K+ 97.47% |
$185K - $410K
|
20.3K
$403K
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
31.1K+ 163.58% |
$573K - $1.27M
|
50.1K
$992K
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
46+ 0.11% |
$847 - $1.88K
|
40.6K
$803K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
4.64K+ 52.2% |
$85.4K - $190K
|
13.5K
$268K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.19M+ 114.94% |
$58.7M - $130M
|
5.96M
$118M
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
2.96K+ 100.0% |
$54.5K - $121K
|
5.92K
$117K
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
101K+ 116.98% |
$1.85M - $4.12M
|
187K
$3.7M
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
BUY
|
- |
51.5K+ 104.45% |
$948K - $2.1M
|
101K
$1.99M
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
39.6K+ 112.22% |
$729K - $1.62M
|
74.9K
$1.48M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.7M+ 115.25% |
$216M - $478M
|
21.9M
$433M
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
10.3K+ 113.03% |
$189K - $421K
|
19.4K
$384K
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
965+ 100.0% |
$17.8K - $39.4K
|
1.93K
$38.2K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
351+ 7.79% |
$6.46K - $14.3K
|
4.85K
$96.1K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
969K+ 123.37% |
$17.8M - $39.6M
|
1.75M
$34.7M
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
10.1K+ 104.45% |
$186K - $412K
|
19.7K
$390K
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
69+ 100.0% |
$1.27K - $2.82K
|
138
$2.73K
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
21.7K+ 62.54% |
$399K - $887K
|
56.4K
$1.12M
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
11.2KNew |
$206K - $458K
|
11.2K
$222K
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
7.91K+ 100.0% |
$146K - $323K
|
15.8K
$313K
|