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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-911- 12.75% |
$30.8K - $33.4K
|
6.23K
$123K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.88K- 24.85% |
$97.4K - $106K
|
8.71K
$172K
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
12.6K+ 4.03% |
$427K - $463K
|
325K
$6.44M
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-5.96KClosed |
$205K - $218K
|
0
$0
|
|
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-13.7KClosed |
$472K - $500K
|
0
$0
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-203- 10.85% |
$7K - $7.42K
|
1.67K
$33K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.87KNew |
$64.3K - $68.2K
|
1.87K
$36.9K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
448New |
$15.4K - $16.4K
|
448
$8.87K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-185- 12.24% |
$6.38K - $6.76K
|
1.33K
$26.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
163New |
$5.62K - $5.96K
|
163
$3.23K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
44New |
$1.52K - $1.61K
|
44
$871
|
|
|
Aug 14, 2023
Q2 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-93.3K- 83.72% |
$3.22M - $3.41M
|
18.1K
$359K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
220KNew |
$7.58M - $8.03M
|
220K
$4.35M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
63New |
$2.17K - $2.3K
|
63
$1.25K
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
BUY
|
- |
5.72KNew |
$197K - $209K
|
5.72K
$113K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-13K- 27.6% |
$449K - $476K
|
34.1K
$676K
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-1.51K- 12.89% |
$52K - $55.1K
|
10.2K
$202K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.88K- 22.58% |
$64.7K - $68.6K
|
6.44K
$127K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-2.33K- 28.98% |
$80.2K - $85K
|
5.7K
$113K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.64K+ 0.61% |
$56.5K - $59.9K
|
271K
$5.36M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
675+ 30.41% |
$23.3K - $24.7K
|
2.9K
$57.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$138 - $146
|
12.2K
$241K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
13.7KNew |
$471K - $499K
|
13.7K
$270K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.36K- 15.94% |
$46.8K - $49.6K
|
7.16K
$142K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
10New |
$345 - $365
|
10
$198
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10+ 0.21% |
$345 - $365
|
4.69K
$92.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
30.3KNew |
$1.04M - $1.11M
|
30.3K
$599K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
653+ 5.24% |
$22.5K - $23.9K
|
13.1K
$259K
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-990- 82.64% |
$34.1K - $36.2K
|
208
$4.12K
|
|
|
Jul 27, 2023
Q2 2023
|
Northern Capital Management, Inc.
|
SELL
|
- |
-18- 0.29% |
$621 - $658
|
6.14K
$122K
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
137KNew |
$4.73M - $5.01M
|
137K
$2.72M
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
6.87KNew |
$237K - $251K
|
6.87K
$136K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
3.34KNew |
$115K - $122K
|
3.34K
$66.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-441- 1.24% |
$15.2K - $16.1K
|
35.2K
$696K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2.19K+ 0.09% |
$75.5K - $80.1K
|
2.52M
$49.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-27.7K- 1.73% |
$954K - $1.01M
|
1.57M
$31M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$103 - $110
|
7.06K
$140K
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2.06KNew |
$71.1K - $75.3K
|
2.06K
$40.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-638K- 27.01% |
$22M - $23.3M
|
1.72M
$34.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
CALL |
-300- 50.0% |
$10.3K - $11K
|
300
$5.94K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.55KNew |
$123K - $130K
|
3.55K
$70.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-183- 2.15% |
$6.31K - $6.69K
|
8.35K
$165K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-999- 22.59% |
$34.4K - $36.5K
|
3.42K
$67.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Monumental Financial Group Inc.
|
SELL
|
- |
-2.04K- 1.61% |
$70.3K - $74.5K
|
125K
$2.47M
|
|
| Q1 2023 | |||||||
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-6.35KClosed |
$206K - $225K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
13.7KNew |
$443K - $484K
|
13.7K
$270K
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.31K- 56.29% |
$74.7K - $81.7K
|
1.79K
$35.4K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-86- 98.85% |
$2.79K - $3.05K
|
1
$19.8
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
656+ 6.69% |
$21.3K - $23.2K
|
10.5K
$207K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
66New |
$2.14K - $2.34K
|
66
$1.31K
|
|