Purchases and Sales Made in Q1 2024 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 2024. 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 13, 2024 Q1 2024
Envestnet Asset Management Inc

BUY
 -
267K
+ 777.89%
$6.34M - $6.58M
301K $6.96M
May 14, 2024 Q1 2024
Old Mission Capital LLC

BUY
 -
230K
+ 302.34%
$5.47M - $5.68M
306K $7.08M
May 15, 2024 Q1 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
76.7K
+ 4.57%
$1.82M - $1.89M
1.75M $40.5M
Aug 16, 2024 Q1 2024
Morgan Stanley

New York, NY
BUY
 -
74.6K
+ 1616.88%
$1.77M - $1.84M
79.2K $1.83M
May 15, 2024 Q1 2024
Morgan Stanley

New York, NY
BUY
 -
74.6K
+ 1616.88%
$1.77M - $1.84M
79.2K $1.83M
May 06, 2024 Q1 2024
Summit Asset Management, LLC

Memphis, TN
BUY
 -
49.4K
+ 6.66%
$1.18M - $1.22M
792K $18.3M
May 07, 2024 Q1 2024
Beacon Financial Group

BUY
 -
46.7K
New
$1.11M - $1.15M
46.7K $1.08M
May 14, 2024 Q1 2024
Mml Investors Services, LLC

Springfield, MA
BUY
 -
36K
+ 136.1%
$856K - $888K
62.4K $1.44M
May 06, 2024 Q1 2024
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
35.4K
New
$843K - $875K
35.4K $819K
May 08, 2024 Q1 2024
Souders Financial Advisors

BUY
 -
35K
+ 7.2%
$832K - $863K
521K $12M
May 10, 2024 Q1 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
26.9K
+ 13.78%
$639K - $663K
222K $5.12M
Apr 16, 2024 Q1 2024
Long View Wealth Management

Atlanta, GA
BUY
 -
26.3K
+ 40.91%
$626K - $650K
90.7K $2.09M
May 14, 2024 Q1 2024
Family Asset Management, LLC

Charleston, SC
BUY
 -
23.4K
New
$557K - $578K
23.4K $541K
Apr 23, 2024 Q1 2024
Iron Financial, LLC

BUY
 -
17K
+ 17.39%
$403K - $419K
115K $2.65M
May 10, 2024 Q1 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
14.1K
+ 6.16%
$335K - $348K
243K $5.6M
Apr 23, 2024 Q1 2024
Hamel Associates, Inc.

BUY
 -
14K
+ 87.5%
$333K - $346K
30K $693K
May 14, 2024 Q1 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
13.2K
New
$313K - $325K
13.2K $304K
Apr 23, 2024 Q1 2024
Canvas Wealth Advisors, LLC

BUY
 -
10.4K
New
$246K - $256K
10.4K $239K
Apr 10, 2024 Q1 2024
Park Avenue Securities LLC

BUY
 -
9.37K
New
$223K - $231K
9.37K $216K
May 15, 2024 Q1 2024
Aptus Capital Advisors, LLC

BUY
 -
8.73K
+ 6019.31%
$208K - $215K
8.87K $205K
Apr 26, 2024 Q1 2024
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
8.59K
+ 62.68%
$204K - $212K
22.3K $515K
May 13, 2024 Q1 2024
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
7.92K
New
$188K - $195K
7.92K $183K
May 15, 2024 Q1 2024
Vawter Financial, Ltd.

Columbus, OH
BUY
 -
7.81K
+ 64.19%
$186K - $193K
20K $461K
May 15, 2024 Q1 2024
Mariner, LLC

Overland Park, KS
BUY
 -
7.67K
+ 79.89%
$182K - $189K
17.3K $399K
May 24, 2024 Q1 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
6.81K
+ 51.74%
$162K - $168K
20K $462K
Apr 29, 2024 Q1 2024
Commonwealth Equity Services, LLC

BUY
 -
6.64K
+ 9.87%
$158K - $164K
73.8K $1.71M
May 15, 2024 Q1 2024
Steward Partners Investment Advisory, LLC

BUY
 -
6.54K
New
$156K - $162K
6.54K $151K
May 13, 2024 Q1 2024
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
6.23K
+ 15.86%
$148K - $154K
45.5K $1.05M
May 14, 2024 Q1 2024
Asset Advisors Investment Management, LLC

BUY
 -
5.79K
+ 3.19%
$138K - $143K
188K $4.33M
May 02, 2024 Q1 2024
Mutual Advisors, LLC

Casper, WY
BUY
 -
4.96K
+ 8.33%
$118K - $122K
64.5K $1.49M
May 08, 2024 Q1 2024
Mai Capital Management

BUY
 -
4.68K
+ 6.35%
$111K - $115K
78.3K $1.81M
May 07, 2024 Q1 2024
Cowa, LLC

Tulsa, OK
BUY
 -
4.62K
+ 14.86%
$110K - $114K
35.7K $825K
Jun 21, 2024 Q1 2024
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
4.46K
+ 16.82%
$106K - $110K
31K $715K
May 13, 2024 Q1 2024
Stifel Financial Corp

St. Louis, MO
BUY
 -
4.07K
+ 2.03%
$96.8K - $100K
205K $4.74M
Aug 08, 2024 Q1 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
2.55K
New
$60.7K - $63K
2.55K $59K
May 03, 2024 Q1 2024
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
2.51K
+ 4.0%
$59.8K - $62K
65.3K $1.51M
Apr 30, 2024 Q1 2024
Concord Wealth Partners

BUY
 -
2.25K
New
$53.5K - $55.5K
2.25K $52K
May 03, 2024 Q1 2024
Avidian Wealth Solutions, LLC

BUY
 -
2.06K
+ 7.61%
$49K - $50.8K
29.1K $672K
May 01, 2024 Q1 2024
Parkside Financial Bank & Trust

BUY
 -
2K
+ 50.0%
$47.6K - $49.4K
6K $139K
May 14, 2024 Q1 2024
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
1.91K
+ 7.49%
$45.3K - $47K
27.3K $632K
May 10, 2024 Q1 2024
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
1.88K
+ 15.71%
$44.7K - $46.4K
13.8K $320K
Apr 18, 2024 Q1 2024
West Oak Capital, LLC

BUY
 -
1.82K
+ 2.92%
$43.3K - $44.9K
64.2K $1.48M
Apr 25, 2024 Q1 2024
Allworth Financial LP

BUY
 -
1.65K
New
$39.2K - $40.7K
1.65K $38.1K
May 10, 2024 Q1 2024
Black Rock Inc.

New York, NY
BUY
 -
1.27K
New
$30.1K - $31.3K
1.27K $29.3K
Jun 13, 2024 Q1 2024
Breakwater Investment Management

Seattle, WA
BUY
 -
1.06K
New
$25.3K - $26.3K
1.06K $24.6K
May 03, 2024 Q1 2024
Embree Financial Group

Chicago, IL
BUY
 -
957
+ 1.78%
$22.8K - $23.6K
54.6K $1.26M
Apr 19, 2024 Q1 2024
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
866
+ 202.34%
$20.6K - $21.4K
1.29K $29.9K
May 15, 2024 Q1 2024
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
768
+ 0.82%
$18.3K - $19K
94.8K $2.19M
Apr 18, 2024 Q1 2024
Cap Partners, LLC

Franklin, TN
BUY
 -
745
+ 2.09%
$17.7K - $18.4K
36.4K $841K

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