Purchases and Sales Made in Q3 2025 in Schwab Strategic Tr Intl Divid (SCHY)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Divid (SCHY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
90.3K+ 8318.78% |
$2.43M - $2.58M
|
91.4K
$2.58M
|
|
|
Oct 21, 2025
Q3 2025
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
65K+ 69.62% |
$1.75M - $1.86M
|
158K
$4.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
50.2K+ 4297.43% |
$1.35M - $1.44M
|
51.4K
$1.45M
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
34.9K+ 14.18% |
$940K - $999K
|
281K
$7.94M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
24.6K+ 36.45% |
$663K - $704K
|
92.2K
$2.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
20K+ 12.02% |
$539K - $573K
|
187K
$5.27M
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
18.4K+ 23.15% |
$496K - $527K
|
98K
$2.76M
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
8.88K+ 74.21% |
$239K - $254K
|
20.8K
$588K
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
7.62KNew |
$205K - $218K
|
7.62K
$215K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
7.17KNew |
$193K - $205K
|
7.17K
$202K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
5.13K+ 1.78% |
$138K - $147K
|
294K
$8.3M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4.86KNew |
$131K - $139K
|
4.86K
$137K
|
|
|
Oct 10, 2025
Q3 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
3.2K+ 14.12% |
$86K - $91.4K
|
25.8K
$729K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.89K+ 4.15% |
$50.8K - $54K
|
47.4K
$1.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.84K+ 13.0% |
$49.5K - $52.6K
|
16K
$451K
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
977+ 0.75% |
$26.3K - $27.9K
|
132K
$3.72M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
631+ 2.02% |
$17K - $18K
|
31.9K
$899K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
250New |
$6.73K - $7.15K
|
250
$7.06K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
87+ 0.89% |
$2.34K - $2.49K
|
9.86K
$278K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
70+ 0.57% |
$1.88K - $2K
|
12.4K
$351K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
55New |
$1.48K - $1.57K
|
55
$1.55K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
50+ 0.88% |
$1.35K - $1.43K
|
5.72K
$161K
|
|
|
Oct 21, 2025
Q3 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
21+ 0.28% |
$565 - $601
|
7.41K
$209K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
17+ 0.9% |
$458 - $486
|
1.91K
$53.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
7+ 0.88% |
$188 - $200
|
807
$22.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-92- 18.29% |
$2.48K - $2.63K
|
411
$11.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-436- 0.55% |
$11.7K - $12.5K
|
78.2K
$2.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-893- 4.1% |
$24K - $25.5K
|
20.9K
$590K
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-4.63K- 26.56% |
$125K - $133K
|
12.8K
$362K
|
|
|
Oct 22, 2025
Q3 2025
|
First Merchants Corp
|
SELL
|
- |
-14.1K- 14.54% |
$380K - $403K
|
82.9K
$2.34M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-14.6K- 36.9% |
$393K - $417K
|
25K
$704K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-36.1K- 22.26% |
$973K - $1.03M
|
126K
$3.56M
|
|
|
Oct 16, 2025
Q3 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
SELL
|
- |
-60.3K- 20.47% |
$1.62M - $1.73M
|
234K
$6.61M
|