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 29, 2022
Q2 2022
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-998KClosed |
$31.1M - $37.1M
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
174+ 17.47% |
$5.42K - $6.47K
|
1.17K
$23.2K
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-200Closed |
$6.23K - $7.44K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-69.6KClosed |
$2.17M - $2.59M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Compass Capital Management, Inc
|
BUY
|
- |
10.9KNew |
$338K - $404K
|
10.9K
$215K
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.69K- 17.98% |
$83.9K - $100K
|
12.3K
$243K
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-5.89KClosed |
$183K - $219K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
30.4KNew |
$946K - $1.13M
|
30.4K
$601K
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.21K- 46.98% |
$37.5K - $44.8K
|
1.36K
$26.9K
|
|
Jul 26, 2022
Q2 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-66.8K- 14.27% |
$2.08M - $2.49M
|
402K
$7.95M
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.84KNew |
$57.1K - $68.2K
|
1.84K
$36.3K
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
1+ 0.76% |
$31.1 - $37.2
|
133
$2.63K
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
12.9KNew |
$402K - $480K
|
12.9K
$256K
|
|
Jul 22, 2022
Q2 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-42.3KClosed |
$1.32M - $1.57M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
16.2K+ 4.73% |
$505K - $604K
|
359K
$7.11M
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-85Closed |
$2.65K - $3.16K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-15.8KClosed |
$492K - $588K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3.29K- 32.31% |
$102K - $122K
|
6.89K
$136K
|
|
Jul 21, 2022
Q2 2022
|
Derbend Asset Management
|
SELL
|
- |
-5.18KClosed |
$161K - $192K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Adams Wealth Management
|
SELL
|
- |
-86.4KClosed |
$2.69M - $3.21M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
517New |
$16.1K - $19.2K
|
517
$10.2K
|
|
Jul 20, 2022
Q2 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
53KNew |
$1.65M - $1.97M
|
53K
$1.05M
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-567Closed |
$17.7K - $21.1K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
933New |
$29K - $34.7K
|
933
$18.5K
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
41.6KNew |
$1.29M - $1.55M
|
41.6K
$823K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
62New |
$1.93K - $2.31K
|
62
$1.23K
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-190Closed |
$5.91K - $7.07K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-4.97K- 32.33% |
$155K - $185K
|
10.4K
$206K
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
21New |
$654 - $781
|
21
$416
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
33.4KNew |
$1.04M - $1.24M
|
33.4K
$660K
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
1.1KNew |
$34.2K - $40.9K
|
1.1K
$21.8K
|
|
Jul 15, 2022
Q2 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
7.63KNew |
$237K - $284K
|
7.63K
$151K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-101Closed |
$3.14K - $3.76K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
7.88KNew |
$245K - $293K
|
7.88K
$156K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-140Closed |
$4.36K - $5.21K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
571KNew |
$17.8M - $21.2M
|
571K
$11.3M
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-770- 0.29% |
$24K - $28.6K
|
268K
$5.31M
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
83New |
$2.58K - $3.09K
|
83
$1.64K
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
11.9KNew |
$372K - $444K
|
11.9K
$236K
|
|
Jul 12, 2022
Q2 2022
|
Parkside Advisors LLC
|
BUY
|
- |
1.7K+ 17.72% |
$52.9K - $63.2K
|
11.3K
$224K
|
|
Jul 11, 2022
Q2 2022
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-45.4K- 50.92% |
$1.41M - $1.69M
|
43.8K
$867K
|
|
Jul 11, 2022
Q2 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
6.49KNew |
$202K - $241K
|
6.49K
$128K
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-14KClosed |
$436K - $521K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-757Closed |
$25.5K - $29.9K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-68.5KClosed |
$2.31M - $2.7M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-7.07KClosed |
$238K - $279K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-6.61KClosed |
$222K - $261K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-6.85KClosed |
$231K - $270K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-26.6KClosed |
$895K - $1.05M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-41- 3.85% |
$1.38K - $1.62K
|
1.02K
$20.2K
|