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 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
82New |
$1.88K - $2.11K
|
82
$2.22K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
80+ 0.7% |
$1.83K - $2.06K
|
11.4K
$310K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
47+ 0.53% |
$1.08K - $1.21K
|
8.93K
$242K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
31+ 0.56% |
$710 - $797
|
5.6K
$152K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 0.59% |
$252 - $283
|
1.87K
$50.6K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
7+ 0.3% |
$160 - $180
|
2.31K
$62.5K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 0.39% |
$22.9 - $25.7
|
258
$6.99K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$22.9 - $25.7
|
2
$54.2
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-40- 1.28% |
$916 - $1.03K
|
3.09K
$83.6K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-87- 3.83% |
$1.99K - $2.24K
|
2.19K
$59.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-130- 2.97% |
$2.98K - $3.34K
|
4.24K
$115K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-187- 0.91% |
$4.28K - $4.81K
|
20.4K
$552K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-300- 5.74% |
$6.87K - $7.71K
|
4.92K
$133K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-476- 6.78% |
$10.9K - $12.2K
|
6.54K
$177K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-572- 2.5% |
$13.1K - $14.7K
|
22.3K
$604K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-636- 1.37% |
$14.6K - $16.4K
|
45.9K
$1.24M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-777- 3.87% |
$17.8K - $20K
|
19.3K
$523K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-801Closed |
$18.4K - $20.6K
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-900- 2.78% |
$20.6K - $23.1K
|
31.4K
$852K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-904- 1.24% |
$20.7K - $23.2K
|
71.8K
$1.94M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1K- 5.92% |
$22.9K - $25.7K
|
15.9K
$431K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.13K- 5.09% |
$25.8K - $29K
|
21K
$569K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.53K- 11.92% |
$35.1K - $39.4K
|
11.3K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.78K- 70.68% |
$40.8K - $45.7K
|
738
$20K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.02K- 2.36% |
$46.4K - $52K
|
83.8K
$2.27M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.03K- 44.25% |
$46.4K - $52.1K
|
2.55K
$69.2K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2.04K- 5.02% |
$46.8K - $52.6K
|
38.7K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.43K- 10.14% |
$55.7K - $62.5K
|
21.5K
$583K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.7K- 9.21% |
$61.8K - $69.3K
|
26.6K
$720K
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-6.56K- 2.69% |
$150K - $169K
|
237K
$6.43M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-7.38K- 55.55% |
$169K - $190K
|
5.91K
$160K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-10.9K- 6.19% |
$249K - $280K
|
165K
$4.47M
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-11K- 26.78% |
$252K - $283K
|
30.1K
$815K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-11.5K- 1.71% |
$263K - $295K
|
658K
$17.8M
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-12K- 23.29% |
$276K - $309K
|
39.6K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-12K- 58.72% |
$276K - $310K
|
8.47K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-13.4K- 9.32% |
$307K - $344K
|
130K
$3.53M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-18.4K- 53.73% |
$422K - $474K
|
15.9K
$430K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-23.7K- 12.68% |
$543K - $610K
|
163K
$4.43M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-28.5K- 86.92% |
$654K - $734K
|
4.29K
$116K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-44.2K- 53.5% |
$1.01M - $1.14M
|
38.4K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-51.7K- 97.24% |
$1.19M - $1.33M
|
1.47K
$39.8K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-62.7K- 92.91% |
$1.44M - $1.61M
|
4.79K
$130K
|
|
|
May 05, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-81.2K- 99.84% |
$1.86M - $2.09M
|
130
$3.52K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-89.9K- 72.78% |
$2.06M - $2.31M
|
33.6K
$911K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-91.4K- 40.16% |
$2.09M - $2.35M
|
136K
$3.69M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-122K- 97.64% |
$2.81M - $3.15M
|
2.96K
$80.2K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-129K- 64.47% |
$2.95M - $3.31M
|
70.9K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-154K- 86.25% |
$3.53M - $3.96M
|
24.6K
$666K
|