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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
52.4K+ 6174.53% |
$1.2M - $1.36M
|
53.2K
$1.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
19.8K+ 171.03% |
$455K - $515K
|
31.3K
$734K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
12.6K+ 9.04% |
$290K - $328K
|
152K
$3.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
10.6K+ 5.89% |
$243K - $276K
|
190K
$4.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
9.38KNew |
$216K - $244K
|
9.38K
$220K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3.74K+ 77.01% |
$85.9K - $97.3K
|
8.59K
$201K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.74K+ 4.5% |
$40K - $45.3K
|
40.4K
$946K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
315+ 11.21% |
$7.25K - $8.21K
|
3.13K
$73.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
300+ 1.45% |
$6.9K - $7.82K
|
21K
$491K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
270New |
$6.21K - $7.04K
|
270
$6.32K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
22+ 1.2% |
$506 - $573
|
1.86K
$43.5K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
231K+ 13.19% |
$5.46M - $6.12M
|
1.98M
$46.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
132KNew |
$3.12M - $3.5M
|
132K
$3.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
BUY
|
- |
51.4K+ 42.12% |
$1.22M - $1.36M
|
174K
$4.06M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
20KNew |
$474K - $532K
|
20K
$469K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.7K+ 5.04% |
$372K - $417K
|
328K
$7.67M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
13.5K+ 1.64% |
$320K - $359K
|
841K
$19.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
12.5KNew |
$296K - $332K
|
12.5K
$293K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.3KNew |
$244K - $274K
|
10.3K
$242K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
10.2KNew |
$242K - $271K
|
10.2K
$239K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.97KNew |
$236K - $264K
|
9.97K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
9.68KNew |
$229K - $257K
|
9.68K
$227K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.61K+ 8.2% |
$204K - $229K
|
114K
$2.66M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
7.68K+ 4.76% |
$182K - $204K
|
169K
$3.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.06K+ 2.83% |
$167K - $187K
|
257K
$6.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.52K+ 20.0% |
$154K - $173K
|
39.1K
$915K
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
6.29K+ 5.72% |
$149K - $167K
|
116K
$2.72M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.14KNew |
$145K - $163K
|
6.14K
$144K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.74K+ 5.58% |
$136K - $152K
|
109K
$2.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.53K+ 8.66% |
$107K - $120K
|
56.8K
$1.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
4.37KNew |
$103K - $116K
|
4.37K
$102K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.28K+ 10.77% |
$101K - $113K
|
44K
$1.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.8KNew |
$89.8K - $101K
|
3.8K
$88.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.54K+ 5.5% |
$83.8K - $94K
|
68K
$1.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.18K+ 8.54% |
$75.1K - $84.2K
|
40.3K
$944K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.94K+ 6.13% |
$69.6K - $78K
|
50.9K
$1.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2.78K+ 92.82% |
$65.8K - $73.8K
|
5.78K
$135K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.49K+ 7.91% |
$58.8K - $66K
|
33.9K
$794K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.46KNew |
$58.2K - $65.2K
|
2.46K
$57.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.18K+ 7.11% |
$51.7K - $57.9K
|
32.9K
$771K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.81KNew |
$42.9K - $48.1K
|
1.81K
$42.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.55K+ 15.63% |
$36.7K - $41.2K
|
11.5K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.27K+ 12.21% |
$30.1K - $33.7K
|
11.7K
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
1.27K+ 3.2% |
$30.1K - $33.7K
|
41K
$959K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
860+ 8.63% |
$20.3K - $22.8K
|
10.8K
$253K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
717New |
$17K - $19K
|
717
$16.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
678+ 5.11% |
$16K - $18K
|
14K
$327K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
469+ 0.87% |
$11.1K - $12.4K
|
54.2K
$1.27M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
411+ 0.16% |
$9.72K - $10.9K
|
250K
$5.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
325+ 2.51% |
$7.69K - $8.62K
|
13.3K
$310K
|
|