Purchases and Sales Made in Q2 2022 in Schwab Strategic Tr Intl Divid (SCHY)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Divid (SCHY) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
520K+ 293.05% |
$11.6M - $13.5M
|
698K
$16.8M
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
492KNew |
$11M - $12.8M
|
492K
$11.8M
|
|
Aug 10, 2022
Q2 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
461K+ 795.53% |
$10.3M - $12M
|
519K
$12.5M
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
170KNew |
$3.77M - $4.4M
|
170K
$4.08M
|
|
Jul 26, 2022
Q2 2022
|
First Merchants Corp
|
BUY
|
- |
90.3K+ 96.82% |
$2.01M - $2.34M
|
184K
$4.41M
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
69.9K+ 81.93% |
$1.56M - $1.81M
|
155K
$3.73M
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
66.1K+ 183.0% |
$1.47M - $1.72M
|
102K
$2.46M
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
62.5KNew |
$1.39M - $1.62M
|
62.5K
$1.5M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.5KNew |
$1.15M - $1.34M
|
51.5K
$1.24M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
46.7KNew |
$1.04M - $1.21M
|
46.7K
$1.12M
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
45.9KNew |
$1.02M - $1.19M
|
45.9K
$1.1M
|
|
Aug 10, 2022
Q2 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
42.4K+ 38.34% |
$944K - $1.1M
|
153K
$3.68M
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
35.4KNew |
$788K - $918K
|
35.4K
$851K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34.6KNew |
$771K - $899K
|
34.6K
$833K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.6KNew |
$726K - $846K
|
32.6K
$784K
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
29.4KNew |
$654K - $762K
|
29.4K
$706K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24.5K+ 230.16% |
$545K - $635K
|
35.1K
$844K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.3K+ 948.5% |
$541K - $631K
|
26.9K
$646K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21.1KNew |
$469K - $546K
|
21.1K
$506K
|
|
Jul 19, 2022
Q2 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
17.4KNew |
$388K - $452K
|
17.4K
$419K
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.4K+ 703.11% |
$387K - $451K
|
19.9K
$478K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.2K+ 86.92% |
$295K - $344K
|
28.5K
$685K
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
11.7KNew |
$260K - $303K
|
11.7K
$281K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.78K+ 93.27% |
$195K - $228K
|
18.2K
$437K
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
5.56K+ 59.03% |
$124K - $144K
|
15K
$360K
|
|
Jul 06, 2022
Q2 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
5K+ 38.46% |
$111K - $130K
|
18K
$433K
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
2.68K+ 1.12% |
$59.7K - $69.5K
|
243K
$5.83M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
851+ 10.33% |
$19K - $22.1K
|
9.09K
$219K
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$2.23K - $2.6K
|
100
$2.41K
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
2New |
$44.5 - $51.9
|
2
$48.1
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-701- 1.0% |
$15.6K - $18.2K
|
69.6K
$1.67M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.84KClosed |
$41K - $47.8K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2.13KClosed |
$47.5K - $55.3K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.23KClosed |
$49.7K - $57.9K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-3.26K- 21.71% |
$72.6K - $84.6K
|
11.8K
$283K
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-4.1KClosed |
$91.2K - $106K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.03KClosed |
$179K - $208K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.87K- 91.72% |
$197K - $230K
|
800
$19.2K
|
|
Aug 04, 2022
Q2 2022
|
Madden Securities Corp
|
SELL
|
- |
-8.98KClosed |
$200K - $233K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-9.82KClosed |
$219K - $255K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10K- 11.12% |
$223K - $260K
|
80K
$1.92M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-10.4K- 13.17% |
$231K - $270K
|
68.6K
$1.65M
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-11.6KClosed |
$259K - $302K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-15.7K- 20.08% |
$350K - $408K
|
62.6K
$1.51M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-48.3K- 24.09% |
$1.07M - $1.25M
|
152K
$3.66M
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-54.6K- 26.31% |
$1.22M - $1.42M
|
153K
$3.68M
|
|
Jul 12, 2022
Q2 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-106KClosed |
$2.36M - $2.75M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-107K- 76.32% |
$2.39M - $2.79M
|
33.3K
$801K
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-132KClosed |
$2.95M - $3.44M
|
0
$0
|