Purchases and Sales Made in Q1 2023 in Schwab Strategic Tr Intl Divid (SCHY)

SCHY Quotes by TradingView

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 $23M
May 12, 2023 Q1 2023
Veritable, L.P.

Newtown Square, PA
BUY
 -
296K
New
$6.65M - $7.11M
296K $7.16M
May 15, 2023 Q1 2023
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
258K
New
$5.8M - $6.21M
258K $6.25M
May 09, 2023 Q1 2023
Souders Financial Advisors

BUY
 -
247K
New
$5.55M - $5.93M
247K $5.98M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
216K
+ 769.76%
$4.86M - $5.2M
244K $5.92M
Apr 25, 2023 Q1 2023
Asset Advisors Investment Management, LLC

BUY
 -
166K
New
$3.73M - $3.99M
166K $4.02M
May 15, 2023 Q1 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
106K
+ 372.35%
$2.38M - $2.54M
134K $3.25M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
101K
+ 62.68%
$2.28M - $2.44M
263K $6.37M
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
83.8K
New
$1.88M - $2.02M
83.8K $2.03M
May 11, 2023 Q1 2023
Noble Family Wealth, LLC

Clearwater, FL
BUY
 -
72.5K
New
$1.63M - $1.74M
72.5K $1.76M
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
60.8K
+ 105.36%
$1.37M - $1.46M
118K $2.87M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
60K
+ 47.34%
$1.35M - $1.44M
187K $4.53M
May 10, 2023 Q1 2023
Principle Wealth Partners LLC

BUY
 -
56.9K
+ 25.68%
$1.28M - $1.37M
278K $6.75M
May 11, 2023 Q1 2023
Summit Asset Management, LLC

Memphis, TN
BUY
 -
50.5K
+ 8.06%
$1.14M - $1.22M
677K $16.4M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
45.1K
+ 127.38%
$1.01M - $1.08M
80.5K $1.95M
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
44.8K
New
$1.01M - $1.08M
44.8K $1.09M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
39.4K
+ 32.27%
$886K - $948K
161K $3.91M
May 10, 2023 Q1 2023
Mai Capital Management

BUY
 -
32K
New
$718K - $769K
32K $774K
May 03, 2023 Q1 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
22.6K
+ 77.59%
$508K - $543K
51.7K $1.25M
Apr 26, 2023 Q1 2023
Bard Financial Services, Inc.

BUY
 -
19.8K
+ 39.5%
$444K - $475K
69.8K $1.69M
Apr 18, 2023 Q1 2023
Sharkey, Howes & Javer

BUY
 -
18.9K
+ 24.78%
$424K - $454K
95K $2.3M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
18.4K
+ 72.78%
$414K - $443K
43.7K $1.06M
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
13.4K
+ 5.62%
$300K - $321K
251K $6.09M
Apr 13, 2023 Q1 2023
Spinnaker Investment Group, LLC

BUY
 -
13.1K
+ 63.44%
$295K - $316K
33.8K $820K
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 $1.87M
Apr 28, 2023 Q1 2023
Kohmann Bosshard Financial Services, LLC

BUY
 -
7.7K
+ 1.46%
$173K - $185K
536K $13M
Apr 25, 2023 Q1 2023
First Merchants Corp

BUY
 -
7.28K
+ 3.19%
$164K - $175K
236K $5.71M
May 12, 2023 Q1 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
4.75K
+ 35.91%
$107K - $114K
18K $435K
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
4K
+ 99900.0%
$89.8K - $96.1K
4K $96.9K
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
3.42K
New
$76.9K - $82.3K
3.42K $82.9K
May 15, 2023 Q1 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
3.3K
+ 14.6%
$74.2K - $79.4K
25.9K $628K
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
2.5K
+ 250.4%
$56.3K - $60.2K
3.5K $84.9K
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.93K
+ 7.84%
$43.3K - $46.3K
26.5K $641K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
1.44K
New
$32.3K - $34.5K
1.44K $34.8K
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
200
+ 1.51%
$4.5K - $4.81K
13.5K $326K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
150
New
$3.37K - $3.61K
150 $3.63K
May 04, 2023 Q1 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
125
New
$2.81K - $3.01K
125 $3.03K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
85
+ 3.98%
$1.91K - $2.04K
2.22K $53.8K
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
80
New
$1.8K - $1.92K
80 $1.94K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
21
+ 1.49%
$472 - $505
1.44K $34.8K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 09, 2023 Q1 2023
Myecfo, LLC

La Jolla, CA
SELL
 -
-180
- 1.3%
$4.05K - $4.33K
13.7K $332K
Apr 25, 2023 Q1 2023
Lodestar Private Asset Management LLC

Alamo, CA
SELL
 -
-480
- 1.14%
$10.8K - $11.5K
41.7K $1.01M
Jan 02, 2024 Q1 2023
Anchor Investment Management, LLC

Columbia, SC
SELL
 -
-769
- 33.45%
$17.3K - $18.5K
1.53K $37.1K
May 01, 2023 Q1 2023
Wsfs Capital Management, LLC

Philadelphia, PA
SELL
 -
-910
- 0.42%
$20.5K - $21.9K
216K $5.23M
May 11, 2023 Q1 2023
Tradition Wealth Management, LLC

SELL
 -
-2K
- 1.28%
$45K - $48.1K
154K $3.74M
May 12, 2023 Q1 2023
Financial Architects, Inc

Marlton, NJ
SELL
 -
-2.11K
- 1.35%
$47.5K - $50.8K
154K $3.73M
May 08, 2023 Q1 2023
Mc Carthy Asset Management, Inc.

SELL
 -
-2.26K
- 0.91%
$50.7K - $54.3K
246K $5.96M

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