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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
48.6KNew |
$1.13M - $1.21M
|
48.6K
$1.33M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
9.01KNew |
$209K - $225K
|
9.01K
$246K
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
3.94KNew |
$91.5K - $98.3K
|
3.94K
$108K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.84KNew |
$42.7K - $45.9K
|
1.84K
$50.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
300New |
$6.97K - $7.49K
|
300
$8.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
190+ 15.0% |
$4.41K - $4.74K
|
1.46K
$39.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
95+ 9500.0% |
$2.21K - $2.37K
|
96
$2.62K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
52New |
$1.21K - $1.3K
|
52
$1.42K
|
|
| Q1 2024 | |||||||
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
377New |
$8.97K - $9.3K
|
377
$10.3K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
84.2KNew |
$1.86M - $2.07M
|
84.2K
$2.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
15.6KNew |
$344K - $382K
|
15.6K
$425K
|
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
10.8KNew |
$239K - $266K
|
10.8K
$296K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
8.5KNew |
$188K - $209K
|
8.5K
$232K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.61K+ 14.35% |
$57.6K - $64.1K
|
20.8K
$567K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.66KNew |
$36.7K - $40.8K
|
1.66K
$45.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
145New |
$3.21K - $3.57K
|
145
$3.96K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
377KNew |
$8.64M - $9.37M
|
377K
$10.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
183KNew |
$4.2M - $4.55M
|
183K
$5.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20.9KNew |
$478K - $519K
|
20.9K
$571K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
656+ 4.74% |
$15K - $16.3K
|
14.5K
$396K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
493New |
$11.3K - $12.3K
|
493
$13.5K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
255+ 398.44% |
$5.84K - $6.34K
|
319
$8.72K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
200New |
$4.58K - $4.97K
|
200
$5.47K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
81.6K+ 27.58% |
$1.9M - $2.01M
|
377K
$10.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.82KNew |
$65.8K - $69.4K
|
2.82K
$77.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
2.5K+ 3.58% |
$58.3K - $61.5K
|
72.3K
$1.98M
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
125New |
$2.81K - $3.01K
|
125
$3.42K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
37.6KNew |
$746K - $884K
|
37.6K
$1.03M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
20.9KNew |
$414K - $490K
|
20.9K
$571K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
15KNew |
$298K - $353K
|
15K
$411K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.8KNew |
$55.5K - $65.8K
|
2.8K
$76.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
1.34KNew |
$26.6K - $31.5K
|
1.34K
$36.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
1.27KNew |
$25.2K - $29.8K
|
1.27K
$34.7K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
565New |
$11.2K - $13.3K
|
565
$15.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
200New |
$3.97K - $4.7K
|
200
$5.47K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
25New |
$496 - $588
|
25
$684
|
|
| Q3 2022 | |||||||
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
1.4KNew |
$27.7K - $32.2K
|
1.4K
$38.3K
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
960New |
$19K - $22.1K
|
960
$26.2K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
62.5KNew |
$1.39M - $1.62M
|
62.5K
$1.71M
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
35.4KNew |
$788K - $918K
|
35.4K
$968K
|
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
11.7KNew |
$260K - $303K
|
11.7K
$319K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
851+ 10.33% |
$19K - $22.1K
|
9.09K
$248K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2KNew |
$48.5K - $52.7K
|
2K
$54.7K
|
|