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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
281K+ 130.97% |
$6.48M - $7.33M
|
496K
$12.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
279K+ 85.21% |
$6.43M - $7.28M
|
607K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
251K+ 305.58% |
$5.77M - $6.54M
|
333K
$8.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
169KNew |
$3.89M - $4.4M
|
169K
$4.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
160K+ 737.27% |
$3.68M - $4.17M
|
182K
$4.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
125KNew |
$2.89M - $3.27M
|
125K
$3.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
81.3KNew |
$1.87M - $2.12M
|
81.3K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
60.2K+ 50.76% |
$1.38M - $1.57M
|
179K
$4.35M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
52.4K+ 6174.53% |
$1.2M - $1.36M
|
53.2K
$1.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
41.1KNew |
$946K - $1.07M
|
41.1K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
40.5K+ 39.28% |
$932K - $1.06M
|
144K
$3.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
38.2K+ 22.01% |
$879K - $995K
|
212K
$5.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
34.4KNew |
$792K - $897K
|
34.4K
$837K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
33.7K+ 33.01% |
$776K - $879K
|
136K
$3.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
33.5KNew |
$771K - $873K
|
33.5K
$815K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.3KNew |
$673K - $763K
|
29.3K
$712K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
28.1K+ 784.87% |
$646K - $731K
|
31.6K
$769K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
27.9K+ 69.1% |
$641K - $726K
|
68.2K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.3KNew |
$582K - $659K
|
25.3K
$615K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.4K+ 22.06% |
$493K - $558K
|
119K
$2.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
20.8K+ 172.69% |
$478K - $542K
|
32.8K
$798K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.8K+ 17.4% |
$455K - $515K
|
133K
$3.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
19.8K+ 171.03% |
$455K - $515K
|
31.3K
$762K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
17.8KNew |
$410K - $464K
|
17.8K
$433K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
16.8KNew |
$386K - $437K
|
16.8K
$408K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.6K+ 32.56% |
$382K - $432K
|
67.5K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.6K+ 21.42% |
$335K - $380K
|
82.6K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.7KNew |
$291K - $330K
|
12.7K
$308K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
12.6K+ 9.04% |
$290K - $328K
|
152K
$3.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
12K+ 40.0% |
$276K - $313K
|
42K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11.5K+ 632.52% |
$264K - $299K
|
13.3K
$323K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
10.6K+ 5.89% |
$243K - $276K
|
190K
$4.62M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
10.3KNew |
$236K - $267K
|
10.3K
$250K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
10.2K+ 4.87% |
$234K - $265K
|
219K
$5.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
9.94KNew |
$229K - $259K
|
9.94K
$242K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
9.65K+ 23.54% |
$222K - $251K
|
50.6K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
9.4K+ 8.1% |
$216K - $245K
|
126K
$3.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
9.38KNew |
$216K - $244K
|
9.38K
$228K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
9.1KNew |
$209K - $237K
|
9.1K
$221K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
9.1K+ 6.9% |
$209K - $237K
|
141K
$3.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.75KNew |
$201K - $228K
|
8.75K
$213K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
6.88K+ 4.08% |
$158K - $179K
|
176K
$4.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.88K+ 49.29% |
$158K - $179K
|
20.8K
$507K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.75K+ 11.87% |
$155K - $176K
|
63.6K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
5.22KNew |
$120K - $136K
|
5.22K
$127K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.04K+ 144.23% |
$116K - $131K
|
8.54K
$208K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
4.62KNew |
$106K - $120K
|
4.62K
$112K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3.74K+ 77.01% |
$85.9K - $97.3K
|
8.59K
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
3.23KNew |
$74.2K - $84K
|
3.23K
$78.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.52K+ 7.66% |
$58K - $65.7K
|
35.4K
$862K
|