Purchases and Sales Made in Q2 2025 in Schwab Strategic Tr Intl Divid (SCHY)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Divid (SCHY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.24K+ 3.37% |
$28.8K - $34.6K
|
38.1K
$1.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
1.18K+ 2.72% |
$27.2K - $32.7K
|
44.4K
$1.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.17KNew |
$27K - $32.5K
|
1.17K
$33K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.13K+ 5.85% |
$26.1K - $31.4K
|
20.4K
$577K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.12K+ 2.93% |
$26K - $31.3K
|
39.5K
$1.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.09K+ 6.85% |
$25.2K - $30.2K
|
17K
$478K
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.09KNew |
$25.1K - $30.2K
|
1.09K
$30.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
964New |
$22.3K - $26.8K
|
964
$27.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
815+ 3.88% |
$18.9K - $22.7K
|
21.8K
$616K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
637+ 29.13% |
$14.7K - $17.7K
|
2.82K
$79.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
578+ 5.05% |
$13.4K - $16.1K
|
12K
$339K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
500+ 4.22% |
$11.6K - $13.9K
|
12.4K
$349K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
428+ 2.85% |
$9.9K - $11.9K
|
15.4K
$435K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
399+ 37.5% |
$9.23K - $11.1K
|
1.46K
$41.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
313+ 10.15% |
$7.24K - $8.71K
|
3.4K
$95.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
218New |
$5.04K - $6.06K
|
218
$6.15K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
143+ 1.23% |
$3.31K - $3.98K
|
11.8K
$332K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
117+ 11.32% |
$2.71K - $3.25K
|
1.15K
$32.5K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
111+ 1.24% |
$2.57K - $3.09K
|
9.04K
$255K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
87New |
$2.01K - $2.42K
|
87
$2.46K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
72+ 1.29% |
$1.67K - $2K
|
5.67K
$160K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
45+ 0.55% |
$1.04K - $1.25K
|
8.2K
$232K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
23+ 1.23% |
$532 - $640
|
1.89K
$53.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
18+ 0.78% |
$417 - $501
|
2.32K
$65.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
15+ 0.18% |
$347 - $417
|
8.48K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1New |
$23.1 - $27.8
|
1
$28.2
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
1New |
$23.1 - $27.8
|
1
$28.2
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-45- 0.14% |
$1.04K - $1.25K
|
31.4K
$886K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-65- 8.81% |
$1.5K - $1.81K
|
673
$19K
|
|
|
Aug 14, 2025
Q2 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-100- 2.36% |
$2.31K - $2.78K
|
4.14K
$117K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-100- 0.63% |
$2.31K - $2.78K
|
15.8K
$446K
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-250- 5.08% |
$5.79K - $6.96K
|
4.67K
$132K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-399- 0.87% |
$9.23K - $11.1K
|
45.5K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-536- 51.59% |
$12.4K - $14.9K
|
503
$14.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-600- 4.07% |
$13.9K - $16.7K
|
14.2K
$400K
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-825- 56.12% |
$19.1K - $23K
|
645
$18.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-911- 15.42% |
$21.1K - $25.3K
|
5K
$141K
|
|
|
Aug 11, 2025
Q2 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-1.01K- 2.54% |
$23.3K - $28K
|
38.6K
$1.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-1.62K- 6.68% |
$37.5K - $45.1K
|
22.6K
$639K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.74K- 7.08% |
$40.2K - $48.4K
|
22.8K
$645K
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.89K- 2.67% |
$43.8K - $52.6K
|
69.1K
$1.95M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.07K- 70.04% |
$48K - $57.7K
|
887
$25K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-2.26K- 52.59% |
$52.2K - $62.8K
|
2.04K
$57.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.45K- 1.66% |
$56.7K - $68.1K
|
145K
$4.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-4.7K- 11.96% |
$109K - $131K
|
34.6K
$977K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.16K- 6.15% |
$119K - $143K
|
78.7K
$2.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-8.3K- 27.59% |
$192K - $231K
|
21.8K
$615K
|
|
|
Jul 11, 2025
Q2 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-10.1K- 12.42% |
$234K - $281K
|
71.2K
$2.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-11.1K- 53.16% |
$257K - $309K
|
9.78K
$276K
|