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 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
132KNew |
$3.12M - $3.5M
|
132K
$3.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
40New |
$946 - $1.06K
|
40
$924
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
860+ 8.63% |
$20.3K - $22.8K
|
10.8K
$250K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-18.4K- 62.91% |
$434K - $487K
|
10.8K
$250K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-16.4K- 3.02% |
$387K - $434K
|
525K
$12.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-554- 5.91% |
$13.1K - $14.7K
|
8.82K
$204K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
100New |
$2.37K - $2.65K
|
100
$2.31K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.8KNew |
$89.8K - $101K
|
3.8K
$87.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.4K- 3.97% |
$33.2K - $37.2K
|
34K
$785K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
4.37KNew |
$103K - $116K
|
4.37K
$101K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.18K+ 8.54% |
$75.1K - $84.2K
|
40.3K
$932K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.02K- 2.3% |
$47.8K - $53.6K
|
85.9K
$1.98M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-27.6K- 11.7% |
$654K - $733K
|
209K
$4.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-786- 3.17% |
$18.6K - $20.9K
|
24K
$555K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.18K+ 7.11% |
$51.7K - $57.9K
|
32.9K
$760K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.28K- 12.28% |
$30.3K - $34K
|
9.14K
$211K
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
BUY
|
- |
51.4K+ 42.12% |
$1.22M - $1.36M
|
174K
$4.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2.78K+ 92.82% |
$65.8K - $73.8K
|
5.78K
$133K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-634- 0.84% |
$15K - $16.8K
|
74.4K
$1.72M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
50+ 1.81% |
$1.18K - $1.33K
|
2.81K
$64.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.28K- 12.98% |
$172K - $193K
|
48.8K
$1.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-85- 0.21% |
$2.01K - $2.26K
|
40.4K
$934K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-14.6K- 27.68% |
$345K - $387K
|
38.1K
$880K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
33+ 1.47% |
$781 - $875
|
2.28K
$52.7K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
7.68K+ 4.76% |
$182K - $204K
|
169K
$3.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.1K- 8.36% |
$26K - $29.1K
|
12K
$278K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
469+ 0.87% |
$11.1K - $12.4K
|
54.2K
$1.25M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.75K- 65.48% |
$65.1K - $73K
|
1.45K
$33.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
10.2KNew |
$242K - $271K
|
10.2K
$236K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
12.5KNew |
$296K - $332K
|
12.5K
$289K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.24K- 9.34% |
$29.2K - $32.8K
|
12K
$277K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.1K- 25.08% |
$476K - $533K
|
60.1K
$1.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.52K+ 20.0% |
$154K - $173K
|
39.1K
$903K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
782+ 1.42% |
$18.5K - $20.7K
|
55.9K
$1.29M
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-9.63K- 15.05% |
$228K - $255K
|
54.3K
$1.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-13.5K- 4.18% |
$319K - $358K
|
310K
$7.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
18+ 0.99% |
$426 - $478
|
1.84K
$42.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-50- 0.44% |
$1.18K - $1.33K
|
11.4K
$262K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.97KNew |
$236K - $264K
|
9.97K
$230K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
22+ 4.35% |
$521 - $584
|
528
$12.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
29+ 0.13% |
$686 - $769
|
21.6K
$499K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2.15K+ 1.21% |
$50.9K - $57.1K
|
180K
$4.15M
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
6.29K+ 5.72% |
$149K - $167K
|
116K
$2.68M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
28.6K+ 25.85% |
$677K - $759K
|
139K
$3.22M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.3KNew |
$244K - $274K
|
10.3K
$238K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
9New |
$213 - $239
|
9
$208
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
83+ 1.74% |
$1.96K - $2.2K
|
4.85K
$112K
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
2.46K+ 13.51% |
$58.2K - $65.3K
|
20.7K
$478K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-734- 1.28% |
$17.4K - $19.5K
|
56.7K
$1.31M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.08K+ 10.25% |
$25.4K - $28.5K
|
11.6K
$267K
|