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 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
52.5K+ 95.47% |
$967K - $2.15M
|
108K
$2.13M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
11.4KNew |
$210K - $466K
|
11.4K
$226K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
406+ 91.03% |
$7.47K - $16.6K
|
852
$16.9K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
43.1K+ 1.05% |
$794K - $1.76M
|
4.14M
$81.9M
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
694+ 100.0% |
$12.8K - $28.4K
|
1.39K
$27.5K
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
3.33K+ 100.0% |
$61.3K - $136K
|
6.66K
$132K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.69K+ 124.59% |
$31.1K - $68.9K
|
3.04K
$60.2K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.97K- 95.73% |
$36.3K - $80.6K
|
88
$1.74K
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
BUY
|
- |
9.68K+ 100.0% |
$178K - $396K
|
19.4K
$383K
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
14.6K+ 92.13% |
$269K - $598K
|
30.5K
$604K
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
10.4K+ 487.14% |
$192K - $426K
|
12.6K
$248K
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
180K+ 101.93% |
$3.31M - $7.35M
|
356K
$7.05M
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
14.4K+ 99.23% |
$265K - $588K
|
28.9K
$572K
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
1.03M+ 101.37% |
$18.9M - $42M
|
2.04M
$40.4M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12.4KNew |
$229K - $508K
|
12.4K
$246K
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
12.7K+ 98.83% |
$233K - $518K
|
25.5K
$504K
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
6.66K+ 99.97% |
$123K - $272K
|
13.3K
$264K
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
345K+ 98.62% |
$6.34M - $14.1M
|
694K
$13.7M
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
24+ 100.0% |
$442 - $981
|
48
$950
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
536K+ 103.81% |
$9.86M - $21.9M
|
1.05M
$20.8M
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
96.5K+ 109.69% |
$1.78M - $3.94M
|
184K
$3.65M
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
17.2K+ 101.37% |
$316K - $702K
|
34.1K
$676K
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
475+ 104.63% |
$8.74K - $19.4K
|
929
$18.4K
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
20New |
$368 - $817
|
20
$396
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
16K+ 97.0% |
$295K - $654K
|
32.5K
$643K
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
595K+ 100.81% |
$11M - $24.3M
|
1.19M
$23.5M
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
54.2K+ 102.04% |
$998K - $2.22M
|
107K
$2.12M
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
18.9K+ 90.6% |
$348K - $772K
|
39.7K
$786K
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
28+ 2.21% |
$515 - $1.14K
|
1.3K
$25.6K
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
7.11K+ 73.08% |
$131K - $290K
|
16.8K
$333K
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
99.5K+ 113.05% |
$1.83M - $4.07M
|
188K
$3.71M
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5.9K+ 101.08% |
$109K - $241K
|
11.7K
$232K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
26.3K+ 100.32% |
$484K - $1.07M
|
52.4K
$1.04M
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.27K+ 100.0% |
$23.4K - $51.9K
|
2.54K
$50.3K
|
|
Q3 2024 | |||||||
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-8.13K- 50.1% |
$301K - $338K
|
8.1K
$160K
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
100+ 1.02% |
$3.7K - $4.16K
|
9.95K
$197K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.73KNew |
$101K - $113K
|
2.73K
$54K
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
100K+ 455.72% |
$3.71M - $4.17M
|
122K
$2.42M
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.81KNew |
$66.9K - $75.2K
|
1.81K
$35.8K
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
4.88KNew |
$180K - $203K
|
4.88K
$96.5K
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
7.02K+ 131.33% |
$260K - $292K
|
12.4K
$245K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12.4M- 99.08% |
$459M - $516M
|
115K
$2.28M
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
6.99K+ 9.22% |
$258K - $290K
|
82.8K
$1.64M
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
55+ 0.63% |
$2.03K - $2.29K
|
8.76K
$173K
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
62New |
$2.29K - $2.58K
|
62
$1.23K
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-200- 5.9% |
$7.4K - $8.31K
|
3.19K
$63.1K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
766+ 2.85% |
$28.3K - $31.8K
|
27.6K
$546K
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
443New |
$16.4K - $18.4K
|
443
$8.77K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.34KNew |
$235K - $264K
|
6.34K
$126K
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
5.22KNew |
$193K - $217K
|
5.22K
$103K
|