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 |
---|---|---|---|---|---|---|---|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-4.18K- 1.9% |
$155K - $166K
|
216K
$4.28M
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
300New |
$11.2K - $11.9K
|
300
$5.94K
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
5.5KNew |
$204K - $219K
|
5.5K
$109K
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
6.3KNew |
$234K - $251K
|
6.3K
$125K
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
33.4KNew |
$1.24M - $1.33M
|
33.4K
$662K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.32K- 54.73% |
$49.2K - $52.7K
|
1.1K
$21.7K
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
308New |
$11.5K - $12.3K
|
308
$6.1K
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
9.72KNew |
$361K - $387K
|
9.72K
$192K
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
304New |
$11.3K - $12.1K
|
304
$6.02K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
76New |
$2.83K - $3.03K
|
76
$1.5K
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
46New |
$1.71K - $1.83K
|
46
$910
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
9.4KNew |
$349K - $374K
|
9.4K
$186K
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-791- 5.57% |
$29.4K - $31.5K
|
13.4K
$265K
|
|
Q1 2024 | |||||||
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.88KNew |
$67.3K - $73.7K
|
1.88K
$37.3K
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-842- 42.81% |
$30.1K - $32.9K
|
1.13K
$22.3K
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
14.6KNew |
$523K - $572K
|
14.6K
$290K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
200New |
$7.14K - $7.82K
|
200
$3.96K
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
5.51KNew |
$197K - $215K
|
5.51K
$109K
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-11- 2.93% |
$393 - $430
|
365
$7.22K
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
865New |
$30.9K - $33.8K
|
865
$17.1K
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.7KNew |
$132K - $145K
|
3.7K
$73.3K
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
19+ 0.04% |
$678 - $743
|
44.3K
$876K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.17KNew |
$185K - $202K
|
5.17K
$102K
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
210New |
$7.5K - $8.21K
|
210
$4.16K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
22.9KNew |
$819K - $897K
|
22.9K
$454K
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-171- 2.81% |
$6.11K - $6.69K
|
5.9K
$117K
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
36.2K+ 11.31% |
$1.29M - $1.42M
|
357K
$7.06M
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
5.35KNew |
$191K - $209K
|
5.35K
$106K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
26.5K+ 19.75% |
$945K - $1.03M
|
160K
$3.17M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
53.7K+ 20.3% |
$1.92M - $2.1M
|
318K
$6.3M
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
280New |
$10K - $11K
|
280
$5.54K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.63K- 29.69% |
$129K - $142K
|
8.58K
$170K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
26.6KNew |
$949K - $1.04M
|
26.6K
$526K
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-17.4K- 5.42% |
$623K - $682K
|
304K
$6.02M
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
10.4KNew |
$370K - $405K
|
10.4K
$205K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
171New |
$6.11K - $6.69K
|
171
$3.38K
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
SELL
|
- |
-37.7K- 58.73% |
$1.35M - $1.47M
|
26.5K
$524K
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
416KNew |
$14.9M - $16.3M
|
416K
$8.24M
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.94M+ 2.6% |
$69.1M - $75.7M
|
76.3M
$1.51B
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.26K- 1.65% |
$80.7K - $88.3K
|
134K
$2.66M
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
128KNew |
$4.57M - $5M
|
128K
$2.53M
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-13.4K- 63.65% |
$479K - $524K
|
7.65K
$151K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
150+ 33.56% |
$5.36K - $5.87K
|
597
$11.8K
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1New |
$35.7 - $39.1
|
1
$19.8
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
7.18K+ 28.35% |
$256K - $281K
|
32.5K
$643K
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
829+ 9.19% |
$29.6K - $32.4K
|
9.85K
$195K
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
166KNew |
$5.93M - $6.5M
|
166K
$3.29M
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
163+ 2.34% |
$5.82K - $6.37K
|
7.13K
$141K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.25K+ 3.76% |
$152K - $166K
|
117K
$2.32M
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-16- 0.07% |
$571 - $626
|
24.2K
$479K
|