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 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
1.34KNew |
$26.6K - $31.5K
|
1.34K
$34.4K
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
38.3KNew |
$760K - $900K
|
38.3K
$983K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
960New |
$19K - $22.1K
|
960
$24.6K
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
1.4KNew |
$27.7K - $32.2K
|
1.4K
$35.9K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
62.5KNew |
$1.39M - $1.62M
|
62.5K
$1.6M
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-4.1KClosed |
$91.2K - $106K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.03KClosed |
$179K - $208K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
35.4KNew |
$788K - $918K
|
35.4K
$908K
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
851+ 10.33% |
$19K - $22.1K
|
9.09K
$233K
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-11.6KClosed |
$259K - $302K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-54.6K- 26.31% |
$1.22M - $1.42M
|
153K
$3.92M
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
11.7KNew |
$260K - $303K
|
11.7K
$300K
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2.13KClosed |
$47.5K - $55.3K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-106KClosed |
$2.36M - $2.75M
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2KNew |
$48.5K - $52.7K
|
2K
$51.3K
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-4K- 20.0% |
$96.9K - $105K
|
16K
$410K
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-508Closed |
$12.3K - $13.4K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2Closed |
$49.8 - $52.9
|
0
$0
|