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 |
|---|---|---|---|---|---|---|---|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.5K- 12.89% |
$59.2K - $66.3K
|
16.9K
$390K
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
411+ 0.16% |
$9.72K - $10.9K
|
250K
$5.77M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
20KNew |
$474K - $532K
|
20K
$463K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
249+ 12.72% |
$5.89K - $6.61K
|
2.21K
$51K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.54K+ 5.5% |
$83.8K - $94K
|
68K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.61K- 3.41% |
$85.3K - $95.7K
|
102K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-21.5K- 31.08% |
$509K - $571K
|
47.7K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1K- 1.02% |
$23.8K - $26.6K
|
97.1K
$2.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
317+ 4.84% |
$7.5K - $8.41K
|
6.86K
$158K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.46KNew |
$58.2K - $65.2K
|
2.46K
$56.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.74K+ 5.58% |
$136K - $152K
|
109K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
231K+ 13.19% |
$5.46M - $6.12M
|
1.98M
$45.8M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
72+ 2.1% |
$1.7K - $1.91K
|
3.5K
$80.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-20K- 9.63% |
$473K - $531K
|
188K
$4.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.28K+ 10.77% |
$101K - $113K
|
44K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-205K- 71.45% |
$4.86M - $5.45M
|
82.1K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24.2K- 73.7% |
$573K - $642K
|
8.64K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
9.68KNew |
$229K - $257K
|
9.68K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.27K+ 12.21% |
$30.1K - $33.7K
|
11.7K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
32+ 1.62% |
$757 - $849
|
2.01K
$46.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.27K- 6.52% |
$196K - $219K
|
119K
$2.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.49K+ 7.91% |
$58.8K - $66K
|
33.9K
$784K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-18K- 8.98% |
$425K - $477K
|
182K
$4.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-353- 1.22% |
$8.35K - $9.37K
|
28.6K
$661K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.9K- 26.77% |
$518K - $581K
|
60K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.94% |
$47.3 - $53.1
|
215
$4.97K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
717New |
$17K - $19K
|
717
$16.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-820- 3.64% |
$19.4K - $21.8K
|
21.7K
$501K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.06K+ 2.83% |
$167K - $187K
|
257K
$5.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
678+ 5.11% |
$16K - $18K
|
14K
$322K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.81KNew |
$42.9K - $48.1K
|
1.81K
$41.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
99+ 36.94% |
$2.34K - $2.63K
|
367
$8.48K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
130+ 1.19% |
$3.08K - $3.45K
|
11.1K
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.8K- 8.16% |
$208K - $233K
|
99.1K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
325+ 2.51% |
$7.69K - $8.62K
|
13.3K
$306K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.61K+ 8.2% |
$204K - $229K
|
114K
$2.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-19.9K- 35.47% |
$470K - $527K
|
36.2K
$835K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
176+ 2.24% |
$4.16K - $4.67K
|
8.03K
$185K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
1.27K+ 3.2% |
$30.1K - $33.7K
|
41K
$947K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.53K+ 8.66% |
$107K - $120K
|
56.8K
$1.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.9K- 6.47% |
$352K - $394K
|
215K
$4.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-39- 41.05% |
$923 - $1.03K
|
56
$1.29K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.14KNew |
$145K - $163K
|
6.14K
$142K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.94K+ 6.13% |
$69.6K - $78K
|
50.9K
$1.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-375- 0.36% |
$8.87K - $9.95K
|
103K
$2.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-15.8K- 41.2% |
$373K - $419K
|
22.5K
$520K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.7K+ 5.04% |
$372K - $417K
|
328K
$7.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
68+ 0.33% |
$1.61K - $1.8K
|
20.6K
$475K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.55K+ 15.63% |
$36.7K - $41.2K
|
11.5K
$265K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
13.5K+ 1.64% |
$320K - $359K
|
841K
$19.4M
|