Purchases and Sales Made in Q2 2025 in Schwab Strategic Tr Intl Divid (SCHY)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Divid (SCHY) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
67.5KNew |
$1.56M - $1.88M
|
67.5K
$1.85M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
9.83K+ 6.27% |
$227K - $273K
|
167K
$4.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.93K+ 6.18% |
$91K - $109K
|
67.5K
$1.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.29K+ 13.86% |
$29.8K - $35.8K
|
10.6K
$289K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.24K+ 3.25% |
$28.8K - $34.6K
|
39.5K
$1.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.17KNew |
$27K - $32.5K
|
1.17K
$31.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
428+ 2.85% |
$9.9K - $11.9K
|
15.4K
$422K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
399+ 37.5% |
$9.23K - $11.1K
|
1.46K
$40K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
313+ 10.15% |
$7.24K - $8.71K
|
3.4K
$92.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-1.62K- 6.68% |
$37.5K - $45.1K
|
22.6K
$619K
|
|
|
Jul 11, 2025
Q2 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-10.1K- 12.42% |
$234K - $281K
|
71.2K
$1.95M
|