Purchases and Sales Made in Q3 2023 in Schwab Strategic Tr Intl Divid (SCHY)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Divid (SCHY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-31- 0.67% |
$710 - $770
|
4.61K
$118K
|
|
|
Nov 14, 2023
Q3 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-100- 0.22% |
$2.29K - $2.49K
|
45.8K
$1.17M
|
|
|
Oct 26, 2023
Q3 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-180- 0.1% |
$4.12K - $4.47K
|
183K
$4.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-216- 0.11% |
$4.95K - $5.37K
|
202K
$5.15M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-232- 0.94% |
$5.31K - $5.77K
|
24.4K
$622K
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-305- 0.74% |
$6.98K - $7.58K
|
40.7K
$1.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-840- 74.53% |
$19.2K - $20.9K
|
287
$7.32K
|
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-864- 1.36% |
$19.8K - $21.5K
|
62.5K
$1.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.12K- 8.5% |
$25.6K - $27.8K
|
12.1K
$307K
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.38K- 4.29% |
$31.6K - $34.3K
|
30.8K
$785K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.53K- 1.1% |
$34.9K - $37.9K
|
137K
$3.5M
|
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-1.61K- 2.36% |
$36.8K - $39.9K
|
66.4K
$1.69M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.7K- 1.67% |
$38.9K - $42.2K
|
99.9K
$2.55M
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-2K- 7.25% |
$45.8K - $49.7K
|
25.6K
$653K
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-2.16K- 6.69% |
$49.5K - $53.7K
|
30.1K
$768K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-6.12K- 45.49% |
$140K - $152K
|
7.33K
$187K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-11.1K- 12.78% |
$254K - $276K
|
75.7K
$1.93M
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-11.1K- 4.57% |
$255K - $276K
|
232K
$5.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-13.6K- 15.67% |
$311K - $338K
|
73.2K
$1.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-14.6K- 10.05% |
$335K - $363K
|
131K
$3.34M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-15.3K- 13.04% |
$351K - $381K
|
102K
$2.61M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-16.9K- 6.81% |
$388K - $421K
|
232K
$5.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-32.3K- 64.02% |
$739K - $802K
|
18.1K
$463K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-40.9K- 60.55% |
$938K - $1.02M
|
26.7K
$681K
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-48.8K- 61.45% |
$1.12M - $1.21M
|
30.6K
$781K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-50.8K- 4.3% |
$1.16M - $1.26M
|
1.13M
$28.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-65K- 37.36% |
$1.49M - $1.62M
|
109K
$2.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-169K- 60.32% |
$3.86M - $4.19M
|
111K
$2.83M
|