Purchases and Sales Made in Q3 2024 in Schwab Strategic Tr Intl Divid (SCHY)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Divid (SCHY) during Q3 2024. 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 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
28.6K+ 25.85% |
$677K - $759K
|
139K
$3.5M
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
12.5KNew |
$296K - $332K
|
12.5K
$314K
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.3KNew |
$244K - $274K
|
10.3K
$259K
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
10.2KNew |
$242K - $271K
|
10.2K
$257K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.97KNew |
$236K - $264K
|
9.97K
$250K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.52K+ 20.0% |
$154K - $173K
|
39.1K
$983K
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
6.29K+ 5.72% |
$149K - $167K
|
116K
$2.92M
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
2.46K+ 13.51% |
$58.2K - $65.3K
|
20.7K
$519K
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2.15K+ 1.21% |
$50.9K - $57.1K
|
180K
$4.51M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.08K+ 10.25% |
$25.4K - $28.5K
|
11.6K
$291K
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
782+ 1.42% |
$18.5K - $20.7K
|
55.9K
$1.4M
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
83+ 1.74% |
$1.96K - $2.2K
|
4.85K
$122K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
29+ 0.13% |
$686 - $769
|
21.6K
$543K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
22+ 4.35% |
$521 - $584
|
528
$13.3K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
18+ 0.99% |
$426 - $478
|
1.84K
$46.1K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
9New |
$213 - $239
|
9
$226
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-50- 0.44% |
$1.18K - $1.33K
|
11.4K
$285K
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-734- 1.28% |
$17.4K - $19.5K
|
56.7K
$1.43M
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.24K- 9.34% |
$29.2K - $32.8K
|
12K
$302K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.75K- 65.48% |
$65.1K - $73K
|
1.45K
$36.4K
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-9.63K- 15.05% |
$228K - $255K
|
54.3K
$1.37M
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-13.5K- 4.18% |
$319K - $358K
|
310K
$7.79M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.1K- 25.08% |
$476K - $533K
|
60.1K
$1.51M
|