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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
13K+ 103.43% |
$239K - $531K
|
25.5K
$505K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
9.3K+ 65.15% |
$171K - $380K
|
23.6K
$466K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
87+ 100.0% |
$1.6K - $3.56K
|
174
$3.44K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
10.1K+ 156.83% |
$186K - $413K
|
16.6K
$328K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
78.6K+ 108.3% |
$1.45M - $3.21M
|
151K
$2.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
7.2K+ 147.91% |
$133K - $294K
|
12.1K
$239K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
14.7K+ 100.31% |
$270K - $600K
|
29.3K
$580K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
10.1K+ 95.74% |
$186K - $413K
|
20.7K
$409K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
629+ 100.0% |
$11.6K - $25.7K
|
1.26K
$24.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
805KNew |
$14.8M - $32.9M
|
805K
$15.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
160K+ 84.42% |
$2.94M - $6.54M
|
349K
$6.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
106K+ 98.54% |
$1.96M - $4.35M
|
215K
$4.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
7.3K+ 142.73% |
$134K - $298K
|
12.4K
$246K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8.15K+ 114.51% |
$150K - $333K
|
15.3K
$302K
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
829K+ 107.36% |
$15.3M - $33.9M
|
1.6M
$31.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
199K+ 100.07% |
$3.67M - $8.14M
|
398K
$7.88M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.7K+ 141.72% |
$215K - $478K
|
20K
$395K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
413K+ 97.85% |
$7.61M - $16.9M
|
836K
$16.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-508- 21.92% |
$9.35K - $20.8K
|
1.81K
$35.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
3.74M+ 113.83% |
$68.8M - $153M
|
7.02M
$139M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
1.61M+ 208.66% |
$29.7M - $66M
|
2.39M
$47.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
122+ 105.17% |
$2.25K - $4.99K
|
238
$4.71K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
579K+ 102.8% |
$10.7M - $23.7M
|
1.14M
$22.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
296K+ 94.81% |
$5.44M - $12.1M
|
607K
$12M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
952+ 99.9% |
$17.5K - $38.9K
|
1.91K
$37.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
611K+ 105.32% |
$11.2M - $25M
|
1.19M
$23.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
356K+ 152.86% |
$6.56M - $14.6M
|
589K
$11.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
8.98K+ 102.45% |
$165K - $367K
|
17.7K
$351K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
12.2KNew |
$225K - $500K
|
12.2K
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
37.8K+ 97.62% |
$696K - $1.55M
|
76.6K
$1.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-844- 86.12% |
$15.5K - $34.5K
|
136
$2.69K
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
15.5KNew |
$285K - $634K
|
15.5K
$307K
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
49.6K+ 93.18% |
$912K - $2.03M
|
103K
$2.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
3.85K+ 104.39% |
$71K - $158K
|
7.55K
$149K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
6.64K+ 100.0% |
$122K - $271K
|
13.3K
$263K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
125K+ 105.51% |
$2.31M - $5.12M
|
244K
$4.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
7.54K+ 103.73% |
$139K - $308K
|
14.8K
$293K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
5.4K+ 93.05% |
$99.3K - $221K
|
11.2K
$222K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
29.4K+ 92.07% |
$541K - $1.2M
|
61.3K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
6.96K+ 111.51% |
$128K - $284K
|
13.2K
$261K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
81.8K+ 106.05% |
$1.51M - $3.34M
|
159K
$3.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
338K+ 100.8% |
$6.22M - $13.8M
|
673K
$13.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
54.2KNew |
$998K - $2.21M
|
54.2K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
134K+ 103.21% |
$2.46M - $5.46M
|
263K
$5.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
136K+ 103.46% |
$2.5M - $5.54M
|
267K
$5.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
15.9K+ 91.0% |
$292K - $649K
|
33.3K
$660K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
207K+ 104.04% |
$3.82M - $8.47M
|
406K
$8.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
555+ 128.77% |
$10.2K - $22.7K
|
986
$19.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
393+ 100.0% |
$7.24K - $16.1K
|
786
$15.6K
|