Purchases and Sales Made in Q2 2024 in Schwab Strategic Tr Intl Divid (SCHY)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Divid (SCHY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
280KNew |
$6.51M - $7M
|
280K
$6.48M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
227KNew |
$5.28M - $5.67M
|
227K
$5.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
105KNew |
$2.44M - $2.62M
|
105K
$2.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
61.8K+ 32.96% |
$1.44M - $1.54M
|
249K
$5.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
59.6K+ 267.84% |
$1.38M - $1.49M
|
81.9K
$1.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
48.6KNew |
$1.13M - $1.21M
|
48.6K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
47.6K+ 60.08% |
$1.11M - $1.19M
|
127K
$2.93M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
47.6K+ 60.08% |
$1.11M - $1.19M
|
127K
$2.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
37.2KNew |
$863K - $927K
|
37.2K
$858K
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
35.9K+ 4.54% |
$835K - $897K
|
828K
$19.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.5K+ 44.92% |
$638K - $686K
|
88.6K
$2.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
25.3K+ 32.3% |
$587K - $631K
|
104K
$2.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.8K+ 172.37% |
$483K - $519K
|
32.8K
$759K
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
20.5K+ 3.93% |
$476K - $511K
|
541K
$12.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
20K+ 22.11% |
$466K - $500K
|
111K
$2.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
15KNew |
$348K - $374K
|
15K
$347K
|
|
|
Aug 13, 2024
Q2 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
11.8K+ 12.05% |
$275K - $295K
|
110K
$2.54M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11K+ 3.64% |
$254K - $273K
|
312K
$7.21M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
9.96KNew |
$231K - $249K
|
9.96K
$230K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
9.15K+ 41.06% |
$213K - $228K
|
31.4K
$726K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
9.01KNew |
$209K - $225K
|
9.01K
$208K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8.71K+ 28.14% |
$202K - $217K
|
39.7K
$917K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.01K+ 8.45% |
$186K - $200K
|
103K
$2.38M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8K+ 3.61% |
$186K - $200K
|
230K
$5.31M
|
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
BUY
|
- |
7.59K+ 6.63% |
$176K - $189K
|
122K
$2.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.94K+ 2.86% |
$161K - $173K
|
250K
$5.76M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.77K+ 14.87% |
$157K - $169K
|
52.3K
$1.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.35K+ 8.6% |
$147K - $158K
|
80.2K
$1.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
3.94KNew |
$91.5K - $98.3K
|
3.94K
$90.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3KNew |
$69.6K - $74.8K
|
3K
$69.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.68K+ 1.31% |
$62.3K - $66.9K
|
208K
$4.8M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.53K+ 12.67% |
$58.8K - $63.2K
|
22.5K
$520K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.03K+ 3.25% |
$47.2K - $50.7K
|
64.5K
$1.49M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.98KNew |
$45.9K - $49.3K
|
1.98K
$45.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.9K+ 5.22% |
$44.1K - $47.4K
|
38.3K
$885K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.84KNew |
$42.7K - $45.9K
|
1.84K
$42.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.72K+ 4.85% |
$40K - $42.9K
|
37.2K
$859K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.64K+ 5.98% |
$38K - $40.8K
|
29K
$670K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.63K+ 5.59% |
$37.8K - $40.6K
|
30.7K
$710K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.47K+ 113.29% |
$34.1K - $36.6K
|
2.76K
$63.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.41K+ 6.01% |
$32.7K - $35.1K
|
24.8K
$573K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.12K+ 11.95% |
$26K - $28K
|
10.5K
$242K
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 10.14% |
$24.4K - $26.2K
|
11.4K
$263K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.03K+ 10.96% |
$23.9K - $25.7K
|
10.4K
$240K
|
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
521+ 2.61% |
$12.1K - $13K
|
20.5K
$473K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
505+ 5.69% |
$11.7K - $12.6K
|
9.38K
$217K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
489+ 0.9% |
$11.4K - $12.2K
|
55.1K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
396+ 3.16% |
$9.2K - $9.88K
|
12.9K
$299K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
300New |
$6.97K - $7.49K
|
300
$6.93K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
267+ 26700.0% |
$6.2K - $6.66K
|
268
$6.19K
|