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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.13K- 5.09% |
$25.8K - $29K
|
21K
$575K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-476- 6.78% |
$10.9K - $12.2K
|
6.54K
$179K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$22.9 - $25.7
|
2
$54.7
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
165New |
$3.78K - $4.24K
|
165
$4.51K
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-18.4K- 53.73% |
$422K - $474K
|
15.9K
$434K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-91.4K- 40.16% |
$2.09M - $2.35M
|
136K
$3.73M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.29M+ 68.6% |
$29.6M - $33.2M
|
3.17M
$86.8M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.95K+ 34.0% |
$67.6K - $75.9K
|
11.6K
$318K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-23.7K- 12.68% |
$543K - $610K
|
163K
$4.47M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.7K+ 33.9% |
$267K - $300K
|
46.1K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-62.7K- 92.91% |
$1.44M - $1.61M
|
4.79K
$131K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1K- 5.92% |
$22.9K - $25.7K
|
15.9K
$435K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-129K- 64.47% |
$2.95M - $3.31M
|
70.9K
$1.94M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
442K+ 1068.29% |
$10.1M - $11.4M
|
484K
$13.2M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.02K- 2.36% |
$46.4K - $52K
|
83.8K
$2.29M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.03K- 44.25% |
$46.4K - $52.1K
|
2.55K
$69.8K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.94K+ 9.81% |
$136K - $153K
|
66.5K
$1.82M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
781+ 5.64% |
$17.9K - $20.1K
|
14.6K
$400K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-572- 2.5% |
$13.1K - $14.7K
|
22.3K
$610K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-900- 2.78% |
$20.6K - $23.1K
|
31.4K
$860K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-292K- 58.86% |
$6.69M - $7.51M
|
204K
$5.58M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-187- 0.91% |
$4.28K - $4.81K
|
20.4K
$557K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-11K- 26.78% |
$252K - $283K
|
30.1K
$823K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
38.9KNew |
$892K - $1M
|
38.9K
$1.06M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-11.5K- 1.71% |
$263K - $295K
|
658K
$18M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.53K- 11.92% |
$35.1K - $39.4K
|
11.3K
$310K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-173K- 95.29% |
$3.97M - $4.45M
|
8.55K
$234K
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
BUY
|
- |
112K+ 267.2% |
$2.57M - $2.89M
|
154K
$4.22M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-122K- 97.64% |
$2.81M - $3.15M
|
2.96K
$81K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-89.9K- 72.78% |
$2.06M - $2.31M
|
33.6K
$920K
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-6.56K- 2.69% |
$150K - $169K
|
237K
$6.49M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
7+ 0.3% |
$160 - $180
|
2.31K
$63K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-777- 3.87% |
$17.8K - $20K
|
19.3K
$528K
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-12K- 23.29% |
$276K - $309K
|
39.6K
$1.08M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
82New |
$1.88K - $2.11K
|
82
$2.24K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-130- 2.97% |
$2.98K - $3.34K
|
4.24K
$116K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-595K- 98.08% |
$13.6M - $15.3M
|
11.7K
$319K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.23KNew |
$51.2K - $57.4K
|
2.23K
$61.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
1.54K+ 1.23% |
$35.3K - $39.6K
|
127K
$3.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
117K+ 318.08% |
$2.67M - $3M
|
153K
$4.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
530+ 5.65% |
$12.1K - $13.6K
|
9.91K
$271K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
175+ 0.45% |
$4.01K - $4.5K
|
39.3K
$1.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
31+ 0.56% |
$710 - $797
|
5.6K
$153K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
27.2K+ 12.84% |
$623K - $699K
|
239K
$6.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.41K+ 3.97% |
$32.3K - $36.2K
|
36.8K
$1.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8.13KNew |
$186K - $209K
|
8.13K
$222K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-10.9K- 6.19% |
$249K - $280K
|
165K
$4.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
80+ 0.7% |
$1.83K - $2.06K
|
11.4K
$313K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-904- 1.24% |
$20.7K - $23.2K
|
71.8K
$1.96M
|