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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
33.7K+ 33.01% |
$776K - $879K
|
136K
$3.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
510+ 25.41% |
$11.7K - $13.3K
|
2.52K
$61.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.72K- 2.31% |
$39.5K - $44.7K
|
72.7K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.3KNew |
$582K - $659K
|
25.3K
$617K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-98.6K- 4.98% |
$2.27M - $2.57M
|
1.88M
$45.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-25.7K- 23.63% |
$590K - $669K
|
82.9K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
5.22KNew |
$120K - $136K
|
5.22K
$127K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
40.5K+ 39.28% |
$932K - $1.06M
|
144K
$3.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.4K+ 22.06% |
$493K - $558K
|
119K
$2.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.36K- 95.97% |
$54.3K - $61.5K
|
99
$2.41K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.7KNew |
$291K - $330K
|
12.7K
$309K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.61KNew |
$37K - $41.9K
|
1.61K
$39.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
251K+ 305.58% |
$5.77M - $6.54M
|
333K
$8.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.3KNew |
$673K - $763K
|
29.3K
$714K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-145- 1.64% |
$3.34K - $3.78K
|
8.68K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
60.2K+ 50.76% |
$1.38M - $1.57M
|
179K
$4.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.57K- 25.47% |
$36K - $40.8K
|
4.58K
$112K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
80+ 0.93% |
$1.84K - $2.08K
|
8.72K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-535- 5.37% |
$12.3K - $13.9K
|
9.43K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
93New |
$2.14K - $2.42K
|
93
$2.27K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1K+ 8.56% |
$23K - $26.1K
|
12.7K
$309K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
273+ 51.7% |
$6.28K - $7.11K
|
801
$19.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
33.5KNew |
$771K - $873K
|
33.5K
$817K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.04K+ 144.23% |
$116K - $131K
|
8.54K
$208K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
3.23KNew |
$74.2K - $84K
|
3.23K
$78.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.88K+ 49.29% |
$158K - $179K
|
20.8K
$508K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-705- 0.38% |
$16.2K - $18.4K
|
187K
$4.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
20.8K+ 172.69% |
$478K - $542K
|
32.8K
$800K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-6.49K- 22.65% |
$149K - $169K
|
22.1K
$540K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
68+ 3.08% |
$1.56K - $1.77K
|
2.27K
$55.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.75K+ 11.87% |
$155K - $176K
|
63.6K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
160K+ 737.27% |
$3.68M - $4.17M
|
182K
$4.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.6K+ 21.42% |
$335K - $380K
|
82.6K
$2.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.6K+ 32.56% |
$382K - $432K
|
67.5K
$1.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
9.4K+ 8.1% |
$216K - $245K
|
126K
$3.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
169KNew |
$3.89M - $4.4M
|
169K
$4.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-366- 99.73% |
$8.42K - $9.54K
|
1
$24.4
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
279K+ 85.21% |
$6.43M - $7.28M
|
607K
$14.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.98K+ 3535.71% |
$45.6K - $51.6K
|
2.04K
$49.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.58K- 6.65% |
$151K - $172K
|
92.5K
$2.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
9.1K+ 6.9% |
$209K - $237K
|
141K
$3.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
281K+ 130.97% |
$6.48M - $7.33M
|
496K
$12.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.82K- 10.56% |
$87.9K - $99.5K
|
32.3K
$789K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
27.9K+ 69.1% |
$641K - $726K
|
68.2K
$1.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-36K- 60.05% |
$828K - $938K
|
24K
$584K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
460+ 0.77% |
$10.6K - $12K
|
60.5K
$1.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.58K- 1.4% |
$82.4K - $93.4K
|
253K
$6.17M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.31K- 13.22% |
$145K - $164K
|
41.4K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
9.1KNew |
$209K - $237K
|
9.1K
$222K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.77K+ 15.98% |
$40.8K - $46.2K
|
12.9K
$314K
|