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 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
300New |
$6.87K - $7.71K
|
300
$8.2K
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
175+ 0.45% |
$4.01K - $4.5K
|
39.3K
$1.08M
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
165New |
$3.78K - $4.24K
|
165
$4.51K
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
158New |
$3.62K - $4.06K
|
158
$4.32K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
82New |
$1.88K - $2.11K
|
82
$2.24K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
80+ 0.7% |
$1.83K - $2.06K
|
11.4K
$313K
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
47+ 0.53% |
$1.08K - $1.21K
|
8.93K
$244K
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
31+ 0.56% |
$710 - $797
|
5.6K
$153K
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
7+ 0.3% |
$160 - $180
|
2.31K
$63K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 0.39% |
$22.9 - $25.7
|
258
$7.05K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$22.9 - $25.7
|
2
$54.7
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
33.5KNew |
$771K - $873K
|
33.5K
$916K
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
28.1K+ 784.87% |
$646K - $731K
|
31.6K
$865K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
27.9K+ 69.1% |
$641K - $726K
|
68.2K
$1.87M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.3KNew |
$582K - $659K
|
25.3K
$692K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
19.8K+ 171.03% |
$455K - $515K
|
31.3K
$857K
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
17.8KNew |
$410K - $464K
|
17.8K
$487K
|
|
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
$459K
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.7KNew |
$291K - $330K
|
12.7K
$346K
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
10.3KNew |
$236K - $267K
|
10.3K
$281K
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
9.94KNew |
$229K - $259K
|
9.94K
$272K
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
9.65K+ 23.54% |
$222K - $251K
|
50.6K
$1.38M
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
9.1KNew |
$209K - $237K
|
9.1K
$249K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.75KNew |
$201K - $228K
|
8.75K
$239K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.04K+ 144.23% |
$116K - $131K
|
8.54K
$233K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
4.62KNew |
$106K - $120K
|
4.62K
$126K
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
3.23KNew |
$74.2K - $84K
|
3.23K
$88.2K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.98K+ 3535.71% |
$45.6K - $51.6K
|
2.04K
$55.7K
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.74K+ 4.5% |
$40K - $45.3K
|
40.4K
$1.1M
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.61KNew |
$37K - $41.9K
|
1.61K
$43.9K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.04KNew |
$23.9K - $27.1K
|
1.04K
$28.4K
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
822New |
$18.9K - $21.4K
|
822
$22.5K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
673New |
$15.5K - $17.5K
|
673
$18.4K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
353New |
$8.12K - $9.2K
|
353
$9.65K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
305New |
$7.02K - $7.95K
|
305
$8.34K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
270New |
$6.21K - $7.04K
|
270
$7.38K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
93New |
$2.14K - $2.42K
|
93
$2.54K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
43New |
$989 - $1.12K
|
43
$1.18K
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 100.0% |
$23 - $26.1
|
2
$54.7
|
|
Q3 2024 | |||||||
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
20KNew |
$474K - $532K
|
20K
$548K
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
10.2KNew |
$242K - $271K
|
10.2K
$279K
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
9.68KNew |
$229K - $257K
|
9.68K
$265K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.52K+ 20.0% |
$154K - $173K
|
39.1K
$1.07M
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.55K+ 15.63% |
$36.7K - $41.2K
|
11.5K
$314K
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
717New |
$17K - $19K
|
717
$19.6K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
176+ 2.24% |
$4.16K - $4.67K
|
8.03K
$219K
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
40New |
$946 - $1.06K
|
40
$1.09K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
9New |
$213 - $239
|
9
$246
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.94% |
$47.3 - $53.1
|
215
$5.88K
|