Purchases and Sales Made in Q4 2024 in Schwab Strategic Tr Intl Divid (SCHY)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Divid (SCHY) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.52K+ 7.66% |
$58K - $65.7K
|
35.4K
$903K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.98K+ 3535.71% |
$45.6K - $51.6K
|
2.04K
$51.9K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.77K+ 15.98% |
$40.8K - $46.2K
|
12.9K
$328K
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.74K+ 4.5% |
$40K - $45.3K
|
40.4K
$1.03M
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.61KNew |
$37K - $41.9K
|
1.61K
$40.9K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.04KNew |
$23.9K - $27.1K
|
1.04K
$26.5K
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1K+ 8.56% |
$23K - $26.1K
|
12.7K
$323K
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
822New |
$18.9K - $21.4K
|
822
$20.9K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
673New |
$15.5K - $17.5K
|
673
$17.1K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
534+ 4.93% |
$12.3K - $13.9K
|
11.4K
$289K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
510+ 25.41% |
$11.7K - $13.3K
|
2.52K
$64.1K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
460+ 0.77% |
$10.6K - $12K
|
60.5K
$1.54M
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
357+ 1.59% |
$8.21K - $9.3K
|
22.9K
$583K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
353New |
$8.12K - $9.2K
|
353
$8.99K
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
329+ 0.97% |
$7.57K - $8.57K
|
34.3K
$873K
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
315+ 11.21% |
$7.25K - $8.21K
|
3.13K
$79.6K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
305New |
$7.02K - $7.95K
|
305
$7.77K
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
300+ 1.45% |
$6.9K - $7.82K
|
21K
$534K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
273+ 51.7% |
$6.28K - $7.11K
|
801
$20.4K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
270New |
$6.21K - $7.04K
|
270
$6.88K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
257New |
$5.91K - $6.7K
|
257
$6.55K
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
217+ 0.42% |
$4.99K - $5.66K
|
51.7K
$1.32M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
159+ 2.32% |
$3.66K - $4.14K
|
7.02K
$179K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
93New |
$2.14K - $2.42K
|
93
$2.37K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
80+ 0.93% |
$1.84K - $2.08K
|
8.72K
$222K
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
68+ 3.08% |
$1.56K - $1.77K
|
2.27K
$57.9K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
43New |
$989 - $1.12K
|
43
$1.1K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
22+ 1.2% |
$506 - $573
|
1.86K
$47.3K
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
17+ 0.74% |
$391 - $443
|
2.3K
$58.6K
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 100.0% |
$23 - $26.1
|
2
$50.9
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-25- 25.0% |
$575 - $652
|
75
$1.91K
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-27- 0.03% |
$621 - $704
|
85.9K
$2.19M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-36- 2.18% |
$828 - $938
|
1.61K
$41.1K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-145- 1.64% |
$3.34K - $3.78K
|
8.68K
$221K
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-211- 3.65% |
$4.86K - $5.5K
|
5.56K
$142K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-366- 99.73% |
$8.42K - $9.54K
|
1
$25.5
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-535- 5.37% |
$12.3K - $13.9K
|
9.43K
$240K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-705- 0.38% |
$16.2K - $18.4K
|
187K
$4.76M
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.09K- 5.02% |
$25K - $28.3K
|
20.5K
$523K
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.26K- 3.13% |
$29.1K - $32.9K
|
39.1K
$997K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.57K- 25.47% |
$36K - $40.8K
|
4.58K
$117K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.72K- 2.31% |
$39.5K - $44.7K
|
72.7K
$1.85M
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.94K- 17.91% |
$44.6K - $50.5K
|
8.88K
$226K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.36K- 95.97% |
$54.3K - $61.5K
|
99
$2.52K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3.26K- 7.41% |
$75K - $84.9K
|
40.7K
$1.04M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.58K- 1.4% |
$82.4K - $93.4K
|
253K
$6.44M
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.82K- 10.56% |
$87.9K - $99.5K
|
32.3K
$824K
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-5.81K- 2.33% |
$134K - $151K
|
244K
$6.21M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.31K- 13.22% |
$145K - $164K
|
41.4K
$1.05M
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-6.49K- 22.65% |
$149K - $169K
|
22.1K
$564K
|