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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.58K- 6.65% |
$151K - $172K
|
92.5K
$2.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-6.74K- 53.9% |
$155K - $176K
|
5.76K
$147K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8.17K- 89.39% |
$188K - $213K
|
970
$24.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-9.32K- 16.68% |
$215K - $243K
|
46.6K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-12.1K- 24.81% |
$279K - $316K
|
36.7K
$935K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-13.8K- 40.77% |
$318K - $360K
|
20.1K
$512K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-25.7K- 23.63% |
$590K - $669K
|
82.9K
$2.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-28.3K- 15.53% |
$652K - $738K
|
154K
$3.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-34.5K- 90.61% |
$794K - $899K
|
3.58K
$91.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-36K- 60.05% |
$828K - $938K
|
24K
$610K
|
|
|
Mar 28, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-51.2K- 49.79% |
$1.18M - $1.34M
|
51.7K
$1.32M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-53.5K- 98.44% |
$1.23M - $1.39M
|
848
$21.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-98.6K- 4.98% |
$2.27M - $2.57M
|
1.88M
$47.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-110K- 35.56% |
$2.54M - $2.87M
|
200K
$5.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-172K- 20.45% |
$3.96M - $4.48M
|
669K
$17M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-401K- 76.46% |
$9.24M - $10.5M
|
124K
$3.15M
|