Latest Institutional Transactions on Schwab Strategic Tr Intl Divid (SCHY)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Intl Divid (SCHY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.74K- 7.08% |
$40.2K - $48.4K
|
22.8K
$633K
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-100- 0.63% |
$2.31K - $2.78K
|
15.8K
$438K
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.4KNew |
$633K - $761K
|
27.4K
$758K
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.82K+ 2.2% |
$65.2K - $78.3K
|
131K
$3.63M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.8K+ 240200.0% |
$111K - $134K
|
4.81K
$133K
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.45K- 1.66% |
$56.7K - $68.1K
|
145K
$4.02M
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.12K+ 2.93% |
$26K - $31.3K
|
39.5K
$1.1M
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1New |
$23.1 - $27.8
|
1
$27.7
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.77K+ 7.16% |
$157K - $188K
|
101K
$2.81M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
8.91KNew |
$206K - $248K
|
8.91K
$247K
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-22.1K- 13.56% |
$512K - $616K
|
141K
$3.91M
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-911- 15.42% |
$21.1K - $25.3K
|
5K
$138K
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.66K+ 12.34% |
$61.4K - $73.9K
|
24.2K
$670K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.95K+ 8.58% |
$91.5K - $110K
|
50K
$1.39M
|
|
Aug 14, 2025
Q2 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-100- 2.36% |
$2.31K - $2.78K
|
4.14K
$115K
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
169K+ 136.5% |
$3.92M - $4.71M
|
293K
$8.13M
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.56K+ 18.18% |
$175K - $210K
|
49.2K
$1.36M
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-30.4K- 34.39% |
$703K - $846K
|
58K
$1.61M
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
86.6K+ 38.19% |
$2M - $2.41M
|
313K
$8.68M
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15KNew |
$346K - $416K
|
15K
$414K
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-16.1K- 16.03% |
$373K - $448K
|
84.4K
$2.34M
|
|
Aug 13, 2025
Q2 2025
|
Hamel Associates, Inc.
|
BUY
|
- |
386K+ 250.11% |
$8.93M - $10.7M
|
540K
$15M
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-11.1K- 53.16% |
$257K - $309K
|
9.78K
$271K
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.56KNew |
$175K - $210K
|
7.56K
$209K
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
51K+ 1.61% |
$1.18M - $1.42M
|
3.22M
$89.3M
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
815+ 3.88% |
$18.9K - $22.7K
|
21.8K
$605K
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-65- 8.81% |
$1.5K - $1.81K
|
673
$18.6K
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.13K+ 5.85% |
$26.1K - $31.4K
|
20.4K
$567K
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-295K- 61.35% |
$6.83M - $8.21M
|
186K
$5.15M
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.89K- 2.67% |
$43.8K - $52.6K
|
69.1K
$1.91M
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-536- 51.59% |
$12.4K - $14.9K
|
503
$13.9K
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.27K+ 9.26% |
$29.3K - $35.2K
|
14.9K
$414K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.4K+ 10.0% |
$473K - $568K
|
225K
$6.22M
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.09K+ 6.85% |
$25.2K - $30.2K
|
17K
$470K
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.22K+ 51.98% |
$97.7K - $118K
|
12.4K
$342K
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
11.2K+ 6.58% |
$259K - $312K
|
182K
$5.03M
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-250- 5.08% |
$5.79K - $6.96K
|
4.67K
$129K
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
143+ 1.23% |
$3.31K - $3.98K
|
11.8K
$326K
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32.7K+ 6.75% |
$756K - $908K
|
516K
$14.3M
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9.68KNew |
$224K - $269K
|
9.68K
$268K
|
|
Aug 11, 2025
Q2 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-1.01K- 2.54% |
$23.3K - $28K
|
38.6K
$1.07M
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-600- 4.07% |
$13.9K - $16.7K
|
14.2K
$392K
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
111+ 1.24% |
$2.57K - $3.09K
|
9.04K
$250K
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17KNew |
$393K - $473K
|
17K
$471K
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.25K+ 55.1% |
$145K - $174K
|
17.6K
$487K
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-45- 0.14% |
$1.04K - $1.25K
|
31.4K
$870K
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.15K+ 83.68% |
$165K - $199K
|
15.7K
$435K
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
10.3K+ 14.86% |
$238K - $286K
|
79.6K
$2.2M
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.22K+ 0.49% |
$74.5K - $89.5K
|
661K
$18.3M
|