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 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
500+ 4.22% |
$11.6K - $13.9K
|
12.4K
$338K
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
68.6K+ 31.11% |
$1.59M - $1.91M
|
289K
$7.9M
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-399- 0.87% |
$9.23K - $11.1K
|
45.5K
$1.25M
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-2.26K- 52.59% |
$52.2K - $62.8K
|
2.04K
$55.6K
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
12KNew |
$277K - $333K
|
12K
$327K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
117+ 11.32% |
$2.71K - $3.25K
|
1.15K
$31.5K
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
218New |
$5.04K - $6.06K
|
218
$5.96K
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
SELL
|
- |
-118K- 28.6% |
$2.73M - $3.28M
|
295K
$8.05M
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-825- 56.12% |
$19.1K - $23K
|
645
$17.6K
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
1.18K+ 2.72% |
$27.2K - $32.7K
|
44.4K
$1.21M
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
23+ 1.23% |
$532 - $640
|
1.89K
$51.7K
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
9.83K+ 6.27% |
$227K - $273K
|
167K
$4.56M
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-1.62K- 6.68% |
$37.5K - $45.1K
|
22.6K
$619K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.17KNew |
$27K - $32.5K
|
1.17K
$31.9K
|
|
Jul 11, 2025
Q2 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-10.1K- 12.42% |
$234K - $281K
|
71.2K
$1.95M
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
313+ 10.15% |
$7.24K - $8.71K
|
3.4K
$92.9K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.93K+ 6.18% |
$91K - $109K
|
67.5K
$1.85M
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.24K+ 3.25% |
$28.8K - $34.6K
|
39.5K
$1.08M
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
67.5KNew |
$1.56M - $1.88M
|
67.5K
$1.85M
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
399+ 37.5% |
$9.23K - $11.1K
|
1.46K
$40K
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.29K+ 13.86% |
$29.8K - $35.8K
|
10.6K
$289K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
428+ 2.85% |
$9.9K - $11.9K
|
15.4K
$422K
|
|
Q1 2025 | |||||||
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.88K+ 1.29% |
$43K - $48.3K
|
148K
$4.04M
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-87- 3.83% |
$1.99K - $2.24K
|
2.19K
$59.8K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2.04K- 5.02% |
$46.8K - $52.6K
|
38.7K
$1.06M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-13.4K- 9.32% |
$307K - $344K
|
130K
$3.56M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-154K- 86.25% |
$3.53M - $3.96M
|
24.6K
$672K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
90.8K+ 66.77% |
$2.08M - $2.33M
|
227K
$6.2M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.7K+ 8.19% |
$222K - $249K
|
128K
$3.51M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8.16KNew |
$187K - $210K
|
8.16K
$223K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
79.7K+ 913.5% |
$1.82M - $2.05M
|
88.4K
$2.42M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.8K+ 99.71% |
$476K - $534K
|
41.6K
$1.14M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.7K- 9.21% |
$61.8K - $69.3K
|
26.6K
$726K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.6K+ 13.98% |
$266K - $298K
|
94.5K
$2.58M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
774+ 8.21% |
$17.7K - $19.9K
|
10.2K
$279K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 0.39% |
$22.9 - $25.7
|
258
$7.05K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
300New |
$6.87K - $7.71K
|
300
$8.2K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.05K+ 8.7% |
$184K - $207K
|
101K
$2.75M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.43K- 10.14% |
$55.7K - $62.5K
|
21.5K
$588K
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
102KNew |
$2.34M - $2.62M
|
102K
$2.79M
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
8.14KNew |
$186K - $209K
|
8.14K
$223K
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-300- 5.74% |
$6.87K - $7.71K
|
4.92K
$135K
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
983+ 7.75% |
$22.5K - $25.3K
|
13.7K
$374K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-7.38K- 55.55% |
$169K - $190K
|
5.91K
$161K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.78K- 70.68% |
$40.8K - $45.7K
|
738
$20.2K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-44.2K- 53.5% |
$1.01M - $1.14M
|
38.4K
$1.05M
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5.69K+ 8.95% |
$130K - $146K
|
69.3K
$1.89M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-801Closed |
$18.4K - $20.6K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
158New |
$3.62K - $4.06K
|
158
$4.32K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-209K- 62.74% |
$4.79M - $5.37M
|
124K
$3.39M
|