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 |
---|---|---|---|---|---|---|---|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.46K+ 16.82% |
$106K - $110K
|
31K
$741K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.06KNew |
$25.3K - $26.3K
|
1.06K
$25.5K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.81K+ 51.74% |
$162K - $168K
|
20K
$478K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.54KNew |
$156K - $162K
|
6.54K
$157K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
74.6K+ 1616.88% |
$1.77M - $1.84M
|
79.2K
$1.89M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-23.8K- 17.66% |
$565K - $586K
|
111K
$2.65M
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
499+ 4.15% |
$11.9K - $12.3K
|
12.5K
$300K
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
76.7K+ 4.57% |
$1.82M - $1.89M
|
1.75M
$42M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
522+ 2.4% |
$12.4K - $12.9K
|
22.3K
$532K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-30.1K- 16.46% |
$715K - $742K
|
153K
$3.65M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.4K- 8.31% |
$271K - $281K
|
126K
$3.01M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8.73K+ 6019.31% |
$208K - $215K
|
8.87K
$212K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.67K+ 79.89% |
$182K - $189K
|
17.3K
$413K
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
7.81K+ 64.19% |
$186K - $193K
|
20K
$478K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-608K- 49.69% |
$14.4M - $15M
|
615K
$14.7M
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
204+ 8.87% |
$4.85K - $5.03K
|
2.5K
$59.9K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-112K- 64.65% |
$2.66M - $2.76M
|
61.1K
$1.46M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
768+ 0.82% |
$18.3K - $19K
|
94.8K
$2.27M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.18K- 20.88% |
$75.7K - $78.6K
|
12.1K
$288K
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.96% |
$47.6 - $49.4
|
210
$5.02K
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
5.79K+ 3.19% |
$138K - $143K
|
188K
$4.49M
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
23.4KNew |
$557K - $578K
|
23.4K
$560K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
36K+ 136.1% |
$856K - $888K
|
62.4K
$1.49M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
230K+ 302.34% |
$5.47M - $5.68M
|
306K
$7.33M
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.91K+ 7.49% |
$45.3K - $47K
|
27.3K
$654K
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-25K- 19.98% |
$595K - $617K
|
100K
$2.4M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-839- 24.79% |
$20K - $20.7K
|
2.55K
$60.9K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
267K+ 777.89% |
$6.34M - $6.58M
|
301K
$7.2M
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.23K+ 15.86% |
$148K - $154K
|
45.5K
$1.09M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.07K+ 2.03% |
$96.8K - $100K
|
205K
$4.91M
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7.92KNew |
$188K - $195K
|
7.92K
$189K
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-196K- 95.43% |
$4.66M - $4.84M
|
9.38K
$224K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$23.8 - $24.7
|
1
$23.9
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.88K+ 15.71% |
$44.7K - $46.4K
|
13.8K
$331K
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1K- 4.35% |
$23.8K - $24.7K
|
22K
$526K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.9K+ 13.78% |
$639K - $663K
|
222K
$5.3M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-660- 5.14% |
$15.7K - $16.3K
|
12.2K
$291K
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.44K- 3.58% |
$81.8K - $84.9K
|
92.6K
$2.21M
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
10+ 0.02% |
$238 - $247
|
42.8K
$1.02M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.1K+ 6.16% |
$335K - $348K
|
243K
$5.8M
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.27KNew |
$30.1K - $31.3K
|
1.27K
$30.3K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31.4K+ 161.7% |
$748K - $776K
|
50.9K
$1.22M
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.44K- 2.79% |
$81.7K - $84.8K
|
120K
$2.86M
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-15.9K- 1.46% |
$377K - $391K
|
1.07M
$25.5M
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-7.5K- 19.67% |
$178K - $185K
|
30.6K
$732K
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
4.68K+ 6.35% |
$111K - $115K
|
78.3K
$1.87M
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
35K+ 7.2% |
$832K - $863K
|
521K
$12.5M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-300- 2.71% |
$7.13K - $7.4K
|
10.8K
$257K
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
46.7KNew |
$1.11M - $1.15M
|
46.7K
$1.12M
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
4.62K+ 14.86% |
$110K - $114K
|
35.7K
$854K
|