Purchases and Sales Made in Q2 2023 in Schwab Strategic Tr Intl Divid (SCHY)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Divid (SCHY) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.51MNew |
$35.2M - $37.1M
|
1.51M
$34.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
BUY
|
- |
159K+ 64.53% |
$3.71M - $3.92M
|
406K
$9.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
118KNew |
$2.74M - $2.89M
|
118K
$2.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
86.8KNew |
$2.02M - $2.14M
|
86.8K
$2.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
81.6K+ 27.58% |
$1.9M - $2.01M
|
377K
$8.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
63.8K+ 41.35% |
$1.49M - $1.57M
|
218K
$5.04M
|
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
54.8K+ 636.34% |
$1.28M - $1.35M
|
63.4K
$1.46M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52K+ 64.67% |
$1.21M - $1.28M
|
132K
$3.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
42.4K+ 15.23% |
$989K - $1.04M
|
321K
$7.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
40.6K+ 25.12% |
$946K - $998K
|
202K
$4.67M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
29.8K+ 93.3% |
$696K - $733K
|
61.8K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.7K+ 8.81% |
$529K - $557K
|
280K
$6.46M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
21.3K+ 47.59% |
$498K - $525K
|
66.2K
$1.53M
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
20K+ 2.95% |
$467K - $492K
|
697K
$16.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.4KNew |
$429K - $453K
|
18.4K
$425K
|
|
|
Aug 03, 2023
Q2 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
17.4K+ 10.48% |
$406K - $428K
|
183K
$4.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
17.1K+ 3.2% |
$399K - $421K
|
553K
$12.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
13.9KNew |
$324K - $341K
|
13.9K
$320K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
13.8KNew |
$323K - $341K
|
13.8K
$320K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.2K+ 7.06% |
$308K - $324K
|
200K
$4.62M
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
11.7KNew |
$272K - $287K
|
11.7K
$269K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.79K+ 12.72% |
$228K - $241K
|
86.8K
$2.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.77K+ 3.89% |
$228K - $240K
|
261K
$6.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
9.14KNew |
$213K - $225K
|
9.14K
$211K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
8.65KNew |
$202K - $213K
|
8.65K
$200K
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
BUY
|
- |
7.59K+ 3.22% |
$177K - $187K
|
243K
$5.62M
|
|
|
Jul 25, 2023
Q2 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
6.27K+ 24.2% |
$146K - $154K
|
32.2K
$743K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.57K+ 21.22% |
$130K - $137K
|
31.8K
$735K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.23K+ 5.42% |
$122K - $129K
|
102K
$2.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.96K+ 11.33% |
$116K - $122K
|
48.7K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.09K+ 3.46% |
$95.5K - $101K
|
123K
$2.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.82KNew |
$65.8K - $69.4K
|
2.82K
$65.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
2.8K+ 1.14% |
$65.4K - $68.9K
|
249K
$5.75M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
2.5K+ 3.58% |
$58.3K - $61.5K
|
72.3K
$1.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.92K+ 1.33% |
$44.7K - $47.1K
|
145K
$3.36M
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
1.62K+ 0.74% |
$37.7K - $39.8K
|
220K
$5.09M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.26K+ 4.78% |
$29.5K - $31.1K
|
27.7K
$641K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.14K+ 32.53% |
$26.6K - $28K
|
4.64K
$107K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.13KNew |
$26.3K - $27.7K
|
1.13K
$26K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.06K+ 6.3% |
$24.8K - $26.1K
|
17.9K
$414K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
810New |
$18.9K - $19.9K
|
810
$18.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
514+ 2.86% |
$12K - $12.6K
|
18.5K
$427K
|
|
|
Aug 14, 2023
Q2 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
337+ 2.86% |
$7.86K - $8.29K
|
12.1K
$280K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
244+ 15.95% |
$5.69K - $6K
|
1.77K
$41K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
213+ 1.26% |
$4.97K - $5.24K
|
17.1K
$394K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
204+ 5.1% |
$4.76K - $5.02K
|
4.2K
$97.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
146+ 1.21% |
$3.41K - $3.59K
|
12.2K
$281K
|
|
|
Jul 19, 2023
Q2 2023
|
West Oak Capital, LLC
|
BUY
|
- |
140+ 0.21% |
$3.27K - $3.44K
|
68K
$1.57M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
64New |
$1.49K - $1.57K
|
64
$1.48K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
53+ 0.19% |
$1.24K - $1.3K
|
27.6K
$637K
|