Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-401K- 76.46% |
$9.24M - $10.5M
|
124K
$3.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-172K- 20.45% |
$3.96M - $4.48M
|
669K
$17.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-110K- 35.56% |
$2.54M - $2.87M
|
200K
$5.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-98.6K- 4.98% |
$2.27M - $2.57M
|
1.88M
$48M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-36K- 60.05% |
$828K - $938K
|
24K
$611K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-28.3K- 15.53% |
$652K - $738K
|
154K
$3.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-25.7K- 23.63% |
$590K - $669K
|
82.9K
$2.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-13.8K- 40.77% |
$318K - $360K
|
20.1K
$513K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-12.1K- 24.81% |
$279K - $316K
|
36.7K
$936K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-9.32K- 16.68% |
$215K - $243K
|
46.6K
$1.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8.17K- 89.39% |
$188K - $213K
|
970
$24.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-6.74K- 53.9% |
$155K - $176K
|
5.76K
$147K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.58K- 6.65% |
$151K - $172K
|
92.5K
$2.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-6.49K- 22.65% |
$149K - $169K
|
22.1K
$565K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.31K- 13.22% |
$145K - $164K
|
41.4K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-5.81K- 2.33% |
$134K - $151K
|
244K
$6.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.82K- 10.56% |
$87.9K - $99.5K
|
32.3K
$825K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.58K- 1.4% |
$82.4K - $93.4K
|
253K
$6.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3.26K- 7.41% |
$75K - $84.9K
|
40.7K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.36K- 95.97% |
$54.3K - $61.5K
|
99
$2.53K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.94K- 17.91% |
$44.6K - $50.5K
|
8.88K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.72K- 2.31% |
$39.5K - $44.7K
|
72.7K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.57K- 25.47% |
$36K - $40.8K
|
4.58K
$117K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.26K- 3.13% |
$29.1K - $32.9K
|
39.1K
$999K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.09K- 5.02% |
$25K - $28.3K
|
20.5K
$523K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-705- 0.38% |
$16.2K - $18.4K
|
187K
$4.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-535- 5.37% |
$12.3K - $13.9K
|
9.43K
$241K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-366- 99.73% |
$8.42K - $9.54K
|
1
$25.5
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-211- 3.65% |
$4.86K - $5.5K
|
5.56K
$142K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-145- 1.64% |
$3.34K - $3.78K
|
8.68K
$221K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-36- 2.18% |
$828 - $938
|
1.61K
$41.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-27- 0.03% |
$621 - $704
|
85.9K
$2.19M
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.75K- 65.48% |
$65.1K - $73K
|
1.45K
$37K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.5K- 12.89% |
$59.2K - $66.3K
|
16.9K
$431K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.24K- 9.34% |
$29.2K - $32.8K
|
12K
$306K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-786- 3.17% |
$18.6K - $20.9K
|
24K
$613K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-734- 1.28% |
$17.4K - $19.5K
|
56.7K
$1.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-50- 0.44% |
$1.18K - $1.33K
|
11.4K
$290K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-279K- 91.15% |
$6.49M - $6.97M
|
27.1K
$692K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-98K- 97.79% |
$2.28M - $2.45M
|
2.22K
$56.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-21.3K- 17.09% |
$494K - $531K
|
103K
$2.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-18.5K- 1.74% |
$431K - $463K
|
1.05M
$26.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5K- 83.33% |
$116K - $125K
|
1K
$25.5K
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.25K- 11.06% |
$29K - $31.2K
|
10.1K
$256K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-10- 0.02% |
$232 - $250
|
42.8K
$1.09M
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-40.9K- 60.55% |
$938K - $1.02M
|
26.7K
$681K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-16.9K- 6.81% |
$388K - $421K
|
232K
$5.92M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-6.12K- 45.49% |
$140K - $152K
|
7.33K
$187K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-232- 0.94% |
$5.31K - $5.77K
|
24.4K
$622K
|
|
|
Nov 14, 2023
Q3 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-100- 0.22% |
$2.29K - $2.49K
|
45.8K
$1.17M
|
|