Latest Institutional Purchases of Schwab Strategic Tr Intl Divid (SCHY)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Intl Divid (SCHY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
267K+ 777.89% |
$6.34M - $6.58M
|
301K
$7.12M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
230K+ 302.34% |
$5.47M - $5.68M
|
306K
$7.25M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
76.7K+ 4.57% |
$1.82M - $1.89M
|
1.75M
$41.5M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
74.6K+ 1616.88% |
$1.77M - $1.84M
|
79.2K
$1.87M
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
49.4K+ 6.66% |
$1.18M - $1.22M
|
792K
$18.7M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
46.7KNew |
$1.11M - $1.15M
|
46.7K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
36K+ 136.1% |
$856K - $888K
|
62.4K
$1.48M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
35.4KNew |
$843K - $875K
|
35.4K
$839K
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
35K+ 7.2% |
$832K - $863K
|
521K
$12.3M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31.4K+ 161.7% |
$748K - $776K
|
50.9K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.9K+ 13.78% |
$639K - $663K
|
222K
$5.25M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
26.3K+ 40.91% |
$626K - $650K
|
90.7K
$2.15M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
23.4KNew |
$557K - $578K
|
23.4K
$554K
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
BUY
|
- |
17K+ 17.39% |
$403K - $419K
|
115K
$2.71M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.1K+ 6.16% |
$335K - $348K
|
243K
$5.74M
|
|
|
Apr 23, 2024
Q1 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
14K+ 87.5% |
$333K - $346K
|
30K
$710K
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
10.4KNew |
$246K - $256K
|
10.4K
$245K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.37KNew |
$223K - $231K
|
9.37K
$222K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8.73K+ 6019.31% |
$208K - $215K
|
8.87K
$210K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
8.59K+ 62.68% |
$204K - $212K
|
22.3K
$527K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7.92KNew |
$188K - $195K
|
7.92K
$187K
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
7.81K+ 64.19% |
$186K - $193K
|
20K
$473K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.67K+ 79.89% |
$182K - $189K
|
17.3K
$409K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.81K+ 51.74% |
$162K - $168K
|
20K
$473K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.64K+ 9.87% |
$158K - $164K
|
73.8K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.54KNew |
$156K - $162K
|
6.54K
$155K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.23K+ 15.86% |
$148K - $154K
|
45.5K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
5.79K+ 3.19% |
$138K - $143K
|
188K
$4.44M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.96K+ 8.33% |
$118K - $122K
|
64.5K
$1.53M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
4.68K+ 6.35% |
$111K - $115K
|
78.3K
$1.85M
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
4.62K+ 14.86% |
$110K - $114K
|
35.7K
$845K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.46K+ 16.82% |
$106K - $110K
|
31K
$733K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.07K+ 2.03% |
$96.8K - $100K
|
205K
$4.85M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.51K+ 4.0% |
$59.8K - $62K
|
65.3K
$1.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
2.25KNew |
$53.5K - $55.5K
|
2.25K
$53.2K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.06K+ 7.61% |
$49K - $50.8K
|
29.1K
$689K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2K+ 50.0% |
$47.6K - $49.4K
|
6K
$142K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.91K+ 7.49% |
$45.3K - $47K
|
27.3K
$647K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.88K+ 15.71% |
$44.7K - $46.4K
|
13.8K
$327K
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
BUY
|
- |
1.82K+ 2.92% |
$43.3K - $44.9K
|
64.2K
$1.52M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.65KNew |
$39.2K - $40.7K
|
1.65K
$39K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.27KNew |
$30.1K - $31.3K
|
1.27K
$30K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.06KNew |
$25.3K - $26.3K
|
1.06K
$25.2K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
957+ 1.78% |
$22.8K - $23.6K
|
54.6K
$1.29M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
866+ 202.34% |
$20.6K - $21.4K
|
1.29K
$30.6K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
768+ 0.82% |
$18.3K - $19K
|
94.8K
$2.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
745+ 2.09% |
$17.7K - $18.4K
|
36.4K
$861K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
537+ 1.65% |
$12.8K - $13.3K
|
33.2K
$785K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
522+ 2.4% |
$12.4K - $12.9K
|
22.3K
$527K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
500New |
$11.9K - $12.3K
|
500
$11.8K
|
|