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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.29M+ 68.6% |
$29.6M - $33.2M
|
3.17M
$86M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
442K+ 1068.29% |
$10.1M - $11.4M
|
484K
$13.1M
|
|
|
May 13, 2025
Q1 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
413KNew |
$9.45M - $10.6M
|
413K
$11.2M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
228K+ 90.18% |
$5.23M - $5.87M
|
481K
$13M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
117K+ 318.08% |
$2.67M - $3M
|
153K
$4.16M
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
BUY
|
- |
112K+ 267.2% |
$2.57M - $2.89M
|
154K
$4.18M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
102KNew |
$2.34M - $2.62M
|
102K
$2.76M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
90.8K+ 66.77% |
$2.08M - $2.33M
|
227K
$6.14M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
79.7K+ 913.5% |
$1.82M - $2.05M
|
88.4K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
64.2K+ 49402.31% |
$1.47M - $1.65M
|
64.4K
$1.74M
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
43.2KNew |
$989K - $1.11M
|
43.2K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
38.9KNew |
$892K - $1M
|
38.9K
$1.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
30.4K+ 15.99% |
$696K - $782K
|
221K
$5.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
27.2K+ 12.84% |
$623K - $699K
|
239K
$6.47M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.8K+ 99.71% |
$476K - $534K
|
41.6K
$1.13M
|
|
|
Jun 02, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
17K+ 26.35% |
$389K - $436K
|
81.3K
$2.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.9KNew |
$272K - $305K
|
11.9K
$321K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.7K+ 33.9% |
$267K - $300K
|
46.1K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.6K+ 13.98% |
$266K - $298K
|
94.5K
$2.56M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.7K+ 8.19% |
$222K - $249K
|
128K
$3.47M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
9.31KNew |
$213K - $239K
|
9.31K
$252K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
9K+ 156.05% |
$206K - $231K
|
14.8K
$400K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8.16KNew |
$187K - $210K
|
8.16K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
8.14KNew |
$186K - $209K
|
8.14K
$220K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8.13KNew |
$186K - $209K
|
8.13K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.05K+ 8.7% |
$184K - $207K
|
101K
$2.72M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.94K+ 9.81% |
$136K - $153K
|
66.5K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5.69K+ 8.95% |
$130K - $146K
|
69.3K
$1.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.53K+ 4.14% |
$127K - $142K
|
139K
$3.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.46K+ 9.4% |
$125K - $140K
|
63.6K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.86K+ 3.2% |
$111K - $125K
|
157K
$4.25M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.77K+ 3.38% |
$109K - $123K
|
146K
$3.95M
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
3.29K+ 15.67% |
$75.3K - $84.5K
|
24.3K
$657K
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
3.22K+ 4.3% |
$73.7K - $82.7K
|
78.1K
$2.11M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.95K+ 34.0% |
$67.6K - $75.9K
|
11.6K
$315K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.23KNew |
$51.2K - $57.4K
|
2.23K
$60.5K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.88K+ 1.29% |
$43K - $48.3K
|
148K
$4M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
1.57K+ 0.93% |
$35.9K - $40.3K
|
170K
$4.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
1.54K+ 1.23% |
$35.3K - $39.6K
|
127K
$3.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.41K+ 3.97% |
$32.3K - $36.2K
|
36.8K
$998K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.03KNew |
$23.7K - $26.6K
|
1.03K
$28K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
983+ 7.75% |
$22.5K - $25.3K
|
13.7K
$370K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
800New |
$18.3K - $20.6K
|
800
$21.7K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
781+ 5.64% |
$17.9K - $20.1K
|
14.6K
$396K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
774+ 8.21% |
$17.7K - $19.9K
|
10.2K
$276K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
707+ 8.24% |
$16.2K - $18.2K
|
9.29K
$252K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
530+ 5.65% |
$12.1K - $13.6K
|
9.91K
$268K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
175+ 0.45% |
$4.01K - $4.5K
|
39.3K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
165New |
$3.78K - $4.24K
|
165
$4.47K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
158New |
$3.62K - $4.06K
|
158
$4.28K
|