Purchases and Sales Made in Q1 2025 in Schwab Strategic Tr Intl Divid (SCHY)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Divid (SCHY) during Q1 2025. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR INTL DIVID.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
30.4K+ 15.99% |
$696K - $782K
|
221K
$5.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.9KNew |
$272K - $305K
|
11.9K
$308K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
9.31KNew |
$213K - $239K
|
9.31K
$242K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
9K+ 156.05% |
$206K - $231K
|
14.8K
$383K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.53K+ 4.14% |
$127K - $142K
|
139K
$3.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.46K+ 9.4% |
$125K - $140K
|
63.6K
$1.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.86K+ 3.2% |
$111K - $125K
|
157K
$4.07M
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
3.29K+ 15.67% |
$75.3K - $84.5K
|
24.3K
$630K
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
3.22K+ 4.3% |
$73.7K - $82.7K
|
78.1K
$2.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
1.57K+ 0.93% |
$35.9K - $40.3K
|
170K
$4.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.03KNew |
$23.7K - $26.6K
|
1.03K
$26.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
800New |
$18.3K - $20.6K
|
800
$20.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
707+ 8.24% |
$16.2K - $18.2K
|
9.29K
$241K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
80+ 0.7% |
$1.83K - $2.06K
|
11.4K
$297K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
47+ 0.53% |
$1.08K - $1.21K
|
8.93K
$232K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 0.59% |
$252 - $283
|
1.87K
$48.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-40- 1.28% |
$916 - $1.03K
|
3.09K
$80.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-636- 1.37% |
$14.6K - $16.4K
|
45.9K
$1.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-904- 1.24% |
$20.7K - $23.2K
|
71.8K
$1.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-12K- 58.72% |
$276K - $310K
|
8.47K
$220K
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-51.7K- 97.24% |
$1.19M - $1.33M
|
1.47K
$38.2K
|