Purchases and Sales Made in Q4 2023 in Schwab Strategic Tr Intl Divid (SCHY)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Divid (SCHY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.11M+ 1001.38% |
$24.6M - $27.3M
|
1.22M
$28.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
173KNew |
$3.83M - $4.25M
|
173K
$4.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
124KNew |
$2.75M - $3.06M
|
124K
$2.89M
|
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
98.1KNew |
$2.17M - $2.41M
|
98.1K
$2.28M
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
BUY
|
- |
97.5KNew |
$2.16M - $2.4M
|
97.5K
$2.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
94.1KNew |
$2.08M - $2.31M
|
94.1K
$2.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
86K+ 5.41% |
$1.9M - $2.12M
|
1.68M
$38.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
84.2KNew |
$1.86M - $2.07M
|
84.2K
$1.95M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
81.4K+ 35.1% |
$1.8M - $2M
|
313K
$7.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
76.1KNew |
$1.68M - $1.87M
|
76.1K
$1.77M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
64.3KNew |
$1.42M - $1.58M
|
64.3K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
59.1K+ 41.65% |
$1.31M - $1.45M
|
201K
$4.67M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
53.7KNew |
$1.19M - $1.32M
|
53.7K
$1.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
36.5K+ 5.16% |
$806K - $897K
|
742K
$17.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
35.7KNew |
$789K - $877K
|
35.7K
$827K
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
27K+ 5.88% |
$597K - $664K
|
486K
$11.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.7K+ 13.23% |
$591K - $657K
|
229K
$5.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
26.4K+ 17571.33% |
$583K - $648K
|
26.5K
$615K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.4KNew |
$430K - $478K
|
19.4K
$451K
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
15.6KNew |
$344K - $382K
|
15.6K
$361K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
13.5K+ 52.52% |
$299K - $333K
|
39.3K
$912K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.8KNew |
$284K - $316K
|
12.8K
$298K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.5K+ 22.93% |
$277K - $308K
|
67.2K
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
10.8KNew |
$239K - $266K
|
10.8K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.6KNew |
$212K - $236K
|
9.6K
$223K
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
9.51K+ 31.56% |
$210K - $234K
|
39.6K
$920K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.76K+ 135.27% |
$194K - $216K
|
15.2K
$354K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
8.5KNew |
$188K - $209K
|
8.5K
$197K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.36K+ 46.25% |
$185K - $206K
|
26.4K
$614K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
8.24KNew |
$182K - $203K
|
8.24K
$191K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7.64KNew |
$169K - $188K
|
7.64K
$177K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.37K+ 3.93% |
$163K - $181K
|
195K
$4.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.71KNew |
$126K - $140K
|
5.71K
$132K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.71K+ 1.32% |
$104K - $116K
|
361K
$8.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.49K+ 48.7% |
$99.3K - $110K
|
13.7K
$318K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.17K+ 26.34% |
$92.2K - $102K
|
20K
$464K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4KNew |
$88.5K - $98.4K
|
4K
$92.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
3.1K+ 1079.09% |
$68.5K - $76.2K
|
3.38K
$78.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.97K+ 10.01% |
$65.7K - $73K
|
32.6K
$757K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.61K+ 14.35% |
$57.6K - $64.1K
|
20.8K
$482K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.36K+ 10.21% |
$52.1K - $58K
|
25.4K
$591K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.3KNew |
$50.9K - $56.5K
|
2.3K
$53.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
2.2K+ 3.08% |
$48.6K - $54K
|
73.6K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.88K+ 18.52% |
$41.6K - $46.2K
|
12K
$279K
|
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.74K+ 2.4% |
$38.4K - $42.7K
|
74.2K
$1.72M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.66KNew |
$36.7K - $40.8K
|
1.66K
$38.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
736+ 68.79% |
$16.3K - $18.1K
|
1.81K
$41.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
659+ 3.7% |
$14.6K - $16.2K
|
18.5K
$429K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
428New |
$9.47K - $10.5K
|
428
$9.93K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
314+ 1.02% |
$6.95K - $7.72K
|
31.1K
$722K
|