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 |
---|---|---|---|---|---|---|---|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 1.2% |
$139 - $150
|
506
$12.5K
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.47K+ 113.29% |
$34.1K - $36.6K
|
2.76K
$68K
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
20K+ 22.11% |
$466K - $500K
|
111K
$2.73M
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.9K+ 5.22% |
$44.1K - $47.4K
|
38.3K
$943K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-577- 1.74% |
$13.4K - $14.4K
|
32.6K
$802K
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.45K- 25.17% |
$103K - $111K
|
13.2K
$326K
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.41K- 1.34% |
$55.9K - $60K
|
177K
$4.37M
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
215+ 0.29% |
$4.99K - $5.37K
|
74.8K
$1.84M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.72K+ 4.85% |
$40K - $42.9K
|
37.2K
$915K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.67K- 4.74% |
$62.1K - $66.7K
|
53.8K
$1.32M
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
53+ 1.12% |
$1.23K - $1.32K
|
4.77K
$117K
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.25K- 11.06% |
$29K - $31.2K
|
10.1K
$247K
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-191K- 37.16% |
$4.44M - $4.77M
|
323K
$7.96M
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.12K+ 11.95% |
$26K - $28K
|
10.5K
$258K
|
|
Jul 08, 2024
Q2 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-40- 0.22% |
$929 - $998
|
18.2K
$448K
|
|
Q1 2024 | |||||||
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
377New |
$8.97K - $9.3K
|
377
$9.28K
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1New |
$23.8 - $24.7
|
1
$24.6
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.46K+ 16.82% |
$106K - $110K
|
31K
$762K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.06KNew |
$25.3K - $26.3K
|
1.06K
$26.2K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.81K+ 51.74% |
$162K - $168K
|
20K
$492K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.54KNew |
$156K - $162K
|
6.54K
$161K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.67K+ 79.89% |
$182K - $189K
|
17.3K
$425K
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
76.7K+ 4.57% |
$1.82M - $1.89M
|
1.75M
$43.2M
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
499+ 4.15% |
$11.9K - $12.3K
|
12.5K
$309K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-23.8K- 17.66% |
$565K - $586K
|
111K
$2.73M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
74.6K+ 1616.88% |
$1.77M - $1.84M
|
79.2K
$1.95M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-30.1K- 16.46% |
$715K - $742K
|
153K
$3.76M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.4K- 8.31% |
$271K - $281K
|
126K
$3.1M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8.73K+ 6019.31% |
$208K - $215K
|
8.87K
$218K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.18K- 20.88% |
$75.7K - $78.6K
|
12.1K
$297K
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
768+ 0.82% |
$18.3K - $19K
|
94.8K
$2.33M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-112K- 64.65% |
$2.66M - $2.76M
|
61.1K
$1.51M
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
204+ 8.87% |
$4.85K - $5.03K
|
2.5K
$61.6K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-608K- 49.69% |
$14.4M - $15M
|
615K
$15.1M
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
7.81K+ 64.19% |
$186K - $193K
|
20K
$492K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
522+ 2.4% |
$12.4K - $12.9K
|
22.3K
$548K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
36K+ 136.1% |
$856K - $888K
|
62.4K
$1.54M
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
5.79K+ 3.19% |
$138K - $143K
|
188K
$4.62M
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
23.4KNew |
$557K - $578K
|
23.4K
$576K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
230K+ 302.34% |
$5.47M - $5.68M
|
306K
$7.54M
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.91K+ 7.49% |
$45.3K - $47K
|
27.3K
$673K
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-25K- 19.98% |
$595K - $617K
|
100K
$2.47M
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.96% |
$47.6 - $49.4
|
210
$5.17K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-839- 24.79% |
$20K - $20.7K
|
2.55K
$62.7K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
267K+ 777.89% |
$6.34M - $6.58M
|
301K
$7.41M
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.23K+ 15.86% |
$148K - $154K
|
45.5K
$1.12M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.07K+ 2.03% |
$96.8K - $100K
|
205K
$5.05M
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7.92KNew |
$188K - $195K
|
7.92K
$195K
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-196K- 95.43% |
$4.66M - $4.84M
|
9.38K
$231K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$23.8 - $24.7
|
1
$24.6
|