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 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
46.7KNew |
$1.11M - $1.15M
|
46.7K
$1.12M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
35.4KNew |
$843K - $875K
|
35.4K
$851K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-44.6K- 23.8% |
$1.06M - $1.1M
|
143K
$3.43M
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
49.4K+ 6.66% |
$1.18M - $1.22M
|
792K
$19M
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.51K+ 4.0% |
$59.8K - $62K
|
65.3K
$1.57M
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.06K+ 7.61% |
$49K - $50.8K
|
29.1K
$699K
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
957+ 1.78% |
$22.8K - $23.6K
|
54.6K
$1.31M
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.96K+ 8.33% |
$118K - $122K
|
64.5K
$1.55M
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-14.7K- 16.66% |
$351K - $364K
|
73.8K
$1.77M
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2K+ 50.0% |
$47.6K - $49.4K
|
6K
$144K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
2.25KNew |
$53.5K - $55.5K
|
2.25K
$54K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
500New |
$11.9K - $12.3K
|
500
$12K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.64K+ 9.87% |
$158K - $164K
|
73.8K
$1.77M
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
8.59K+ 62.68% |
$204K - $212K
|
22.3K
$535K
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-947- 0.52% |
$22.5K - $23.4K
|
182K
$4.38M
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.65KNew |
$39.2K - $40.7K
|
1.65K
$39.6K
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
174New |
$4.14K - $4.29K
|
174
$4.18K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.32K- 2.43% |
$55.1K - $57.2K
|
93.1K
$2.24M
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-11.4K- 3.16% |
$272K - $282K
|
350K
$8.41M
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
BUY
|
- |
17K+ 17.39% |
$403K - $419K
|
115K
$2.75M
|
|
Apr 23, 2024
Q1 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
14K+ 87.5% |
$333K - $346K
|
30K
$721K
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
10.4KNew |
$246K - $256K
|
10.4K
$249K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
537+ 1.65% |
$12.8K - $13.3K
|
33.2K
$797K
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
241+ 0.61% |
$5.73K - $5.95K
|
39.9K
$957K
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
866+ 202.34% |
$20.6K - $21.4K
|
1.29K
$31.1K
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-12.9K- 42.2% |
$307K - $319K
|
17.7K
$425K
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
745+ 2.09% |
$17.7K - $18.4K
|
36.4K
$874K
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
BUY
|
- |
1.82K+ 2.92% |
$43.3K - $44.9K
|
64.2K
$1.54M
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
386+ 0.52% |
$9.18K - $9.53K
|
74.6K
$1.79M
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-49.8K- 8.82% |
$1.18M - $1.23M
|
515K
$12.4M
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-10.7K- 48.64% |
$254K - $264K
|
11.3K
$271K
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
26.3K+ 40.91% |
$626K - $650K
|
90.7K
$2.18M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.17K- 2.03% |
$27.8K - $28.8K
|
56.4K
$1.36M
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-133K- 42.61% |
$3.17M - $3.29M
|
180K
$4.32M
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
12+ 0.66% |
$285 - $296
|
1.82K
$43.7K
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2.93K- 38.29% |
$69.6K - $72.2K
|
4.71K
$113K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.37KNew |
$223K - $231K
|
9.37K
$225K
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 0.03% |
$166 - $173
|
21.6K
$518K
|
|
Q4 2023 | |||||||
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
98.1KNew |
$2.17M - $2.41M
|
98.1K
$2.36M
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.66KNew |
$36.7K - $40.8K
|
1.66K
$39.8K
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
124KNew |
$2.75M - $3.06M
|
124K
$2.99M
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
145New |
$3.21K - $3.57K
|
145
$3.48K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.17K+ 26.34% |
$92.2K - $102K
|
20K
$480K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
8.24KNew |
$182K - $203K
|
8.24K
$198K
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.46M- 97.56% |
$32.3M - $35.9M
|
36.6K
$878K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.71KNew |
$126K - $140K
|
5.71K
$137K
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
10.8KNew |
$239K - $266K
|
10.8K
$260K
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
15.6KNew |
$344K - $382K
|
15.6K
$374K
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-10- 0.24% |
$221 - $246
|
4.2K
$101K
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.61K+ 14.35% |
$57.6K - $64.1K
|
20.8K
$498K
|