Purchases and Sales Made in Q1 2023 in Schwab Strategic Tr Intl Divid (SCHY)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Divid (SCHY) during Q1 2023. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR INTL DIVID.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
844K+ 804.4% |
$19M - $20.3M
|
949K
$22.8M
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
296KNew |
$6.65M - $7.11M
|
296K
$7.11M
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
258KNew |
$5.8M - $6.21M
|
258K
$6.21M
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
BUY
|
- |
247KNew |
$5.55M - $5.93M
|
247K
$5.93M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
216K+ 769.76% |
$4.86M - $5.2M
|
244K
$5.88M
|
|
Apr 25, 2023
Q1 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
166KNew |
$3.73M - $3.99M
|
166K
$3.99M
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
106K+ 372.35% |
$2.38M - $2.54M
|
134K
$3.23M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
101K+ 62.68% |
$2.28M - $2.44M
|
263K
$6.32M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
83.8KNew |
$1.88M - $2.02M
|
83.8K
$2.02M
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
72.5KNew |
$1.63M - $1.74M
|
72.5K
$1.74M
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
67.8KNew |
$1.52M - $1.63M
|
67.8K
$1.63M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
60.8K+ 105.36% |
$1.37M - $1.46M
|
118K
$2.85M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
60K+ 47.34% |
$1.35M - $1.44M
|
187K
$4.49M
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
56.9K+ 25.68% |
$1.28M - $1.37M
|
278K
$6.7M
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
50.5K+ 8.06% |
$1.14M - $1.22M
|
677K
$16.3M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.1K+ 127.38% |
$1.01M - $1.08M
|
80.5K
$1.93M
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
44.8KNew |
$1.01M - $1.08M
|
44.8K
$1.08M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
39.4K+ 32.27% |
$886K - $948K
|
161K
$3.88M
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
32KNew |
$718K - $769K
|
32K
$769K
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
22.6K+ 77.59% |
$508K - $543K
|
51.7K
$1.24M
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
19.8K+ 39.5% |
$444K - $475K
|
69.8K
$1.68M
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
18.9K+ 24.78% |
$424K - $454K
|
95K
$2.29M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.4K+ 72.78% |
$414K - $443K
|
43.7K
$1.05M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.4K+ 5.62% |
$300K - $321K
|
251K
$6.04M
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
13.1K+ 63.44% |
$295K - $316K
|
33.8K
$814K
|
|
May 12, 2023
Q1 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
12.6K+ 37.5% |
$282K - $302K
|
46K
$1.11M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.5K+ 17.56% |
$259K - $277K
|
77K
$1.85M
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
7.7K+ 1.46% |
$173K - $185K
|
536K
$12.9M
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
BUY
|
- |
7.28K+ 3.19% |
$164K - $175K
|
236K
$5.67M
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.75K+ 35.91% |
$107K - $114K
|
18K
$432K
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
4K+ 99900.0% |
$89.8K - $96.1K
|
4K
$96.2K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.42KNew |
$76.9K - $82.3K
|
3.42K
$82.3K
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.3K+ 14.6% |
$74.2K - $79.4K
|
25.9K
$623K
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.5K+ 250.4% |
$56.3K - $60.2K
|
3.5K
$84.3K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.93K+ 7.84% |
$43.3K - $46.3K
|
26.5K
$637K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.44KNew |
$32.3K - $34.5K
|
1.44K
$34.5K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
200+ 1.51% |
$4.5K - $4.81K
|
13.5K
$323K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
150New |
$3.37K - $3.61K
|
150
$3.61K
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
125New |
$2.81K - $3.01K
|
125
$3.01K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
85+ 3.98% |
$1.91K - $2.04K
|
2.22K
$53.4K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
80New |
$1.8K - $1.92K
|
80
$1.92K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
21+ 1.49% |
$472 - $505
|
1.44K
$34.5K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 09, 2023
Q1 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-180- 1.3% |
$4.05K - $4.33K
|
13.7K
$329K
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-480- 1.14% |
$10.8K - $11.5K
|
41.7K
$1M
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-769- 33.45% |
$17.3K - $18.5K
|
1.53K
$36.8K
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-910- 0.42% |
$20.5K - $21.9K
|
216K
$5.19M
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2K- 1.28% |
$45K - $48.1K
|
154K
$3.71M
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.11K- 1.35% |
$47.5K - $50.8K
|
154K
$3.7M
|
|
May 08, 2023
Q1 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-2.26K- 0.91% |
$50.7K - $54.3K
|
246K
$5.92M
|