Purchases and Sales Made in Q3 2024 in Schwab Strategic Tr Intl Divid (SCHY)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Divid (SCHY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
231K+ 13.19% |
$5.46M - $6.12M
|
1.98M
$45.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
132KNew |
$3.12M - $3.5M
|
132K
$3.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
BUY
|
- |
51.4K+ 42.12% |
$1.22M - $1.36M
|
174K
$4.01M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
28.6K+ 25.85% |
$677K - $759K
|
139K
$3.22M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
20KNew |
$474K - $532K
|
20K
$463K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.7K+ 5.04% |
$372K - $417K
|
328K
$7.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
13.5K+ 1.64% |
$320K - $359K
|
841K
$19.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
12.5KNew |
$296K - $332K
|
12.5K
$289K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.3KNew |
$244K - $274K
|
10.3K
$238K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
10.2KNew |
$242K - $271K
|
10.2K
$236K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.97KNew |
$236K - $264K
|
9.97K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
9.68KNew |
$229K - $257K
|
9.68K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.61K+ 8.2% |
$204K - $229K
|
114K
$2.63M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
7.68K+ 4.76% |
$182K - $204K
|
169K
$3.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.06K+ 2.83% |
$167K - $187K
|
257K
$5.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.52K+ 20.0% |
$154K - $173K
|
39.1K
$903K
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
6.29K+ 5.72% |
$149K - $167K
|
116K
$2.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.14KNew |
$145K - $163K
|
6.14K
$142K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.74K+ 5.58% |
$136K - $152K
|
109K
$2.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.53K+ 8.66% |
$107K - $120K
|
56.8K
$1.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
4.37KNew |
$103K - $116K
|
4.37K
$101K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.28K+ 10.77% |
$101K - $113K
|
44K
$1.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.8KNew |
$89.8K - $101K
|
3.8K
$87.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.54K+ 5.5% |
$83.8K - $94K
|
68K
$1.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.18K+ 8.54% |
$75.1K - $84.2K
|
40.3K
$932K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.94K+ 6.13% |
$69.6K - $78K
|
50.9K
$1.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2.78K+ 92.82% |
$65.8K - $73.8K
|
5.78K
$133K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.49K+ 7.91% |
$58.8K - $66K
|
33.9K
$784K
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
2.46K+ 13.51% |
$58.2K - $65.3K
|
20.7K
$478K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.46KNew |
$58.2K - $65.2K
|
2.46K
$56.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.18K+ 7.11% |
$51.7K - $57.9K
|
32.9K
$760K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2.15K+ 1.21% |
$50.9K - $57.1K
|
180K
$4.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.81KNew |
$42.9K - $48.1K
|
1.81K
$41.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.55K+ 15.63% |
$36.7K - $41.2K
|
11.5K
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.27K+ 12.21% |
$30.1K - $33.7K
|
11.7K
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
1.27K+ 3.2% |
$30.1K - $33.7K
|
41K
$947K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.08K+ 10.25% |
$25.4K - $28.5K
|
11.6K
$267K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
860+ 8.63% |
$20.3K - $22.8K
|
10.8K
$250K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
782+ 1.42% |
$18.5K - $20.7K
|
55.9K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
717New |
$17K - $19K
|
717
$16.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
678+ 5.11% |
$16K - $18K
|
14K
$322K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
469+ 0.87% |
$11.1K - $12.4K
|
54.2K
$1.25M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
411+ 0.16% |
$9.72K - $10.9K
|
250K
$5.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
325+ 2.51% |
$7.69K - $8.62K
|
13.3K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
317+ 4.84% |
$7.5K - $8.41K
|
6.86K
$158K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
249+ 12.72% |
$5.89K - $6.61K
|
2.21K
$51K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
176+ 2.24% |
$4.16K - $4.67K
|
8.03K
$185K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
130+ 1.19% |
$3.08K - $3.45K
|
11.1K
$256K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
100New |
$2.37K - $2.65K
|
100
$2.31K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
99+ 36.94% |
$2.34K - $2.63K
|
367
$8.48K
|