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 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
99+ 36.94% |
$2.34K - $2.63K
|
367
$8.54K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
83+ 1.74% |
$1.96K - $2.2K
|
4.85K
$113K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
72+ 2.1% |
$1.7K - $1.91K
|
3.5K
$81.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
68+ 0.33% |
$1.61K - $1.8K
|
20.6K
$479K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
50+ 1.81% |
$1.18K - $1.33K
|
2.81K
$65.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
40New |
$946 - $1.06K
|
40
$931
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
33+ 1.47% |
$781 - $875
|
2.28K
$53.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
32+ 1.62% |
$757 - $849
|
2.01K
$46.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
29+ 0.13% |
$686 - $769
|
21.6K
$503K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
22+ 4.35% |
$521 - $584
|
528
$12.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
18+ 0.99% |
$426 - $478
|
1.84K
$42.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
9New |
$213 - $239
|
9
$210
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.94% |
$47.3 - $53.1
|
215
$5.01K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-39- 41.05% |
$923 - $1.03K
|
56
$1.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-50- 0.44% |
$1.18K - $1.33K
|
11.4K
$264K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-85- 0.21% |
$2.01K - $2.26K
|
40.4K
$941K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-353- 1.22% |
$8.35K - $9.37K
|
28.6K
$667K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-375- 0.36% |
$8.87K - $9.95K
|
103K
$2.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-554- 5.91% |
$13.1K - $14.7K
|
8.82K
$205K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-634- 0.84% |
$15K - $16.8K
|
74.4K
$1.73M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-734- 1.28% |
$17.4K - $19.5K
|
56.7K
$1.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-786- 3.17% |
$18.6K - $20.9K
|
24K
$560K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-820- 3.64% |
$19.4K - $21.8K
|
21.7K
$505K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1K- 1.02% |
$23.8K - $26.6K
|
97.1K
$2.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.1K- 8.36% |
$26K - $29.1K
|
12K
$280K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.24K- 9.34% |
$29.2K - $32.8K
|
12K
$279K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.28K- 12.28% |
$30.3K - $34K
|
9.14K
$213K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.4K- 3.97% |
$33.2K - $37.2K
|
34K
$791K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.02K- 2.3% |
$47.8K - $53.6K
|
85.9K
$2M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.5K- 12.89% |
$59.2K - $66.3K
|
16.9K
$393K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.75K- 65.48% |
$65.1K - $73K
|
1.45K
$33.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.61K- 3.41% |
$85.3K - $95.7K
|
102K
$2.38M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.28K- 12.98% |
$172K - $193K
|
48.8K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.27K- 6.52% |
$196K - $219K
|
119K
$2.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.8K- 8.16% |
$208K - $233K
|
99.1K
$2.31M
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-9.63K- 15.05% |
$228K - $255K
|
54.3K
$1.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-13.5K- 4.18% |
$319K - $358K
|
310K
$7.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-14.6K- 27.68% |
$345K - $387K
|
38.1K
$887K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.9K- 6.47% |
$352K - $394K
|
215K
$5M
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-15.8K- 41.2% |
$373K - $419K
|
22.5K
$524K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-16.4K- 3.02% |
$387K - $434K
|
525K
$12.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-18K- 8.98% |
$425K - $477K
|
182K
$4.25M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-18.4K- 62.91% |
$434K - $487K
|
10.8K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-19.9K- 35.47% |
$470K - $527K
|
36.2K
$842K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-20K- 9.63% |
$473K - $531K
|
188K
$4.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.1K- 25.08% |
$476K - $533K
|
60.1K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-21.5K- 31.08% |
$509K - $571K
|
47.7K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.9K- 26.77% |
$518K - $581K
|
60K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24.2K- 73.7% |
$573K - $642K
|
8.64K
$201K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-27.6K- 11.7% |
$654K - $733K
|
209K
$4.86M
|