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 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-100- 0.22% |
$2.33K - $2.46K
|
45.9K
$1.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-280- 2.08% |
$6.53K - $6.89K
|
13.2K
$304K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-500- 1.99% |
$11.7K - $12.3K
|
24.6K
$568K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-661- 1.59% |
$15.4K - $16.3K
|
41K
$947K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.27K- 2.45% |
$29.6K - $31.2K
|
50.4K
$1.17M
|
|
|
Jul 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.57K- 4.62% |
$36.5K - $38.5K
|
32.3K
$746K
|
|
|
Aug 28, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-1.65K- 11.87% |
$38.4K - $40.5K
|
12.2K
$282K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.67K- 1.19% |
$39K - $41.1K
|
139K
$3.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.16K- 1.4% |
$50.3K - $53.1K
|
152K
$3.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-9.87K- 3.82% |
$230K - $243K
|
248K
$5.73M
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-11K- 44.95% |
$256K - $270K
|
13.5K
$311K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-11.4K- 47.6% |
$265K - $280K
|
12.5K
$289K
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-15.7K- 16.47% |
$365K - $385K
|
79.4K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-19.4K- 7.37% |
$452K - $477K
|
244K
$5.63M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-29.9K- 26.03% |
$698K - $736K
|
85K
$1.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-42K- 19.47% |
$981K - $1.03M
|
174K
$4.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-60.3K- 4.85% |
$1.41M - $1.48M
|
1.18M
$27.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-70.4K- 89.16% |
$1.64M - $1.73M
|
8.56K
$198K
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-94.8K- 70.66% |
$2.21M - $2.33M
|
39.4K
$909K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-244K- 99.88% |
$5.7M - $6.01M
|
301
$6.95K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-882K- 92.88% |
$20.6M - $21.7M
|
67.6K
$1.56M
|