Purchases and Sales Made in Q3 2023 in Schwab Strategic Tr Intl Divid (SCHY)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Divid (SCHY) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.46M+ 3703.72% |
$33.4M - $36.2M
|
1.5M
$34.6M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
377KNew |
$8.64M - $9.37M
|
377K
$8.71M
|
|
Oct 26, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
183KNew |
$4.2M - $4.55M
|
183K
$4.23M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
147K+ 173.47% |
$3.38M - $3.66M
|
232K
$5.37M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
81.8K+ 5.42% |
$1.87M - $2.03M
|
1.59M
$36.8M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
57.7KNew |
$1.32M - $1.44M
|
57.7K
$1.33M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
55K+ 41.55% |
$1.26M - $1.37M
|
188K
$4.33M
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
53.1K+ 13.07% |
$1.22M - $1.32M
|
459K
$10.6M
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
42.8KNew |
$980K - $1.06M
|
42.8K
$989K
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
35.8K+ 11.17% |
$821K - $890K
|
357K
$8.24M
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
33.8KNew |
$773K - $839K
|
33.8K
$780K
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
25.8KNew |
$590K - $640K
|
25.8K
$595K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24.5K+ 9.39% |
$561K - $609K
|
285K
$6.59M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22.3K+ 11.16% |
$511K - $554K
|
222K
$5.13M
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20.9KNew |
$478K - $519K
|
20.9K
$482K
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
20K+ 3.62% |
$459K - $498K
|
573K
$13.2M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.4K+ 15.81% |
$444K - $481K
|
142K
$3.28M
|
|
Nov 03, 2023
Q3 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
16KNew |
$366K - $398K
|
16K
$370K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.8KNew |
$362K - $393K
|
15.8K
$365K
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
12.2KNew |
$279K - $302K
|
12.2K
$281K
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
11.5K+ 5.21% |
$263K - $285K
|
232K
$5.36M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.7K+ 58.12% |
$245K - $266K
|
29.1K
$672K
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
10.2KNew |
$233K - $252K
|
10.2K
$235K
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
9.62K+ 15.56% |
$220K - $239K
|
71.4K
$1.65M
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
9.21KNew |
$211K - $229K
|
9.21K
$213K
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
8.41K+ 1.21% |
$193K - $209K
|
706K
$16.3M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.18K+ 2052.49% |
$141K - $154K
|
6.48K
$150K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.98K+ 12.28% |
$137K - $149K
|
54.7K
$1.26M
|
|
Oct 26, 2023
Q3 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
5.59K+ 45.7% |
$128K - $139K
|
17.8K
$412K
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
5.4K+ 31.65% |
$124K - $134K
|
22.5K
$519K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.98K+ 2.28% |
$114K - $124K
|
223K
$5.15M
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.61K+ 24.94% |
$106K - $115K
|
23.1K
$533K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.78K+ 11.89% |
$86.6K - $94K
|
35.6K
$822K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.92K+ 6.93% |
$44K - $47.8K
|
29.7K
$685K
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.72K+ 14.72% |
$39.3K - $42.6K
|
13.4K
$309K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.07KNew |
$24.5K - $26.6K
|
1.07K
$24.7K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
829+ 1.25% |
$19K - $20.6K
|
67K
$1.55M
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
800+ 8.75% |
$18.3K - $19.9K
|
9.94K
$230K
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
700+ 2.7% |
$16K - $17.4K
|
26.6K
$614K
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
656+ 4.74% |
$15K - $16.3K
|
14.5K
$335K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
493New |
$11.3K - $12.3K
|
493
$11.4K
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
358+ 20.18% |
$8.2K - $8.9K
|
2.13K
$49.2K
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
255+ 398.44% |
$5.84K - $6.34K
|
319
$7.37K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
200New |
$4.58K - $4.97K
|
200
$4.62K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
177+ 0.99% |
$4.05K - $4.4K
|
18.1K
$418K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
124+ 8.64% |
$2.84K - $3.08K
|
1.56K
$36K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
124+ 8.64% |
$2.84K - $3.08K
|
1.56K
$36K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
6+ 0.14% |
$137 - $149
|
4.21K
$97.3K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|