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 |
---|---|---|---|---|---|---|---|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
8.5KNew |
$188K - $209K
|
8.5K
$204K
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
84.2KNew |
$1.86M - $2.07M
|
84.2K
$2.02M
|
|
Q3 2023 | |||||||
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
124+ 8.64% |
$2.84K - $3.08K
|
1.56K
$37.4K
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
255+ 398.44% |
$5.84K - $6.34K
|
319
$7.66K
|
|
Nov 15, 2023
Q3 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-16.9K- 6.81% |
$388K - $421K
|
232K
$5.57M
|
|
Nov 14, 2023
Q3 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-100- 0.22% |
$2.29K - $2.49K
|
45.8K
$1.1M
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20.9KNew |
$478K - $519K
|
20.9K
$501K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-6.12K- 45.49% |
$140K - $152K
|
7.33K
$176K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
377KNew |
$8.64M - $9.37M
|
377K
$9.06M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-40.9K- 60.55% |
$938K - $1.02M
|
26.7K
$641K
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-232- 0.94% |
$5.31K - $5.77K
|
24.4K
$585K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
200New |
$4.58K - $4.97K
|
200
$4.8K
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-305- 0.74% |
$6.98K - $7.58K
|
40.7K
$978K
|
|
Oct 26, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
183KNew |
$4.2M - $4.55M
|
183K
$4.4M
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
800+ 8.75% |
$18.3K - $19.9K
|
9.94K
$239K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
493New |
$11.3K - $12.3K
|
493
$11.8K
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
656+ 4.74% |
$15K - $16.3K
|
14.5K
$348K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.82KNew |
$65.8K - $69.4K
|
2.82K
$67.7K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.16K- 1.4% |
$50.3K - $53.1K
|
152K
$3.64M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
81.6K+ 27.58% |
$1.9M - $2.01M
|
377K
$9.06M
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-11.4K- 47.6% |
$265K - $280K
|
12.5K
$300K
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-9.87K- 3.82% |
$230K - $243K
|
248K
$5.96M
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
2.5K+ 3.58% |
$58.3K - $61.5K
|
72.3K
$1.74M
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-200K- 95.86% |
$4.5M - $4.81M
|
8.63K
$207K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.42KNew |
$76.9K - $82.3K
|
3.42K
$82.2K
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
125New |
$2.81K - $3.01K
|
125
$3K
|
|
Q4 2022 | |||||||
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
565New |
$11.8K - $13.3K
|
565
$13.6K
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.8KNew |
$58.7K - $65.8K
|
2.8K
$67.3K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
200New |
$4.19K - $4.7K
|
200
$4.8K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
25New |
$524 - $588
|
25
$601
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
1.27KNew |
$26.6K - $29.8K
|
1.27K
$30.5K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
15KNew |
$315K - $353K
|
15K
$361K
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
20.9KNew |
$437K - $490K
|
20.9K
$501K
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
40.5KNew |
$849K - $952K
|
40.5K
$973K
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
1.34KNew |
$28.1K - $31.5K
|
1.34K
$32.2K
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
38.3KNew |
$802K - $900K
|
38.3K
$920K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
960New |
N/A
|
960
$23.1K
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
1.4KNew |
N/A
|
1.4K
$33.6K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
62.5KNew |
N/A
|
62.5K
$1.5M
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
35.4KNew |
N/A
|
35.4K
$850K
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.03KClosed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-4.1KClosed |
N/A
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
851+ 10.33% |
N/A
|
9.09K
$218K
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-11.6KClosed |
N/A
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-54.6K- 26.31% |
N/A
|
153K
$3.67M
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
11.7KNew |
N/A
|
11.7K
$281K
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2.13KClosed |
N/A
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-106KClosed |
N/A
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2KNew |
N/A
|
2K
$48K
|