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 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
208New |
$4.6K - $5.11K
|
208
$4.82K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
145New |
$3.21K - $3.57K
|
145
$3.36K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
145New |
$3.21K - $3.57K
|
145
$3.36K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.02% |
$22.1 - $24.6
|
4.61K
$107K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-10- 0.24% |
$221 - $246
|
4.2K
$97.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-154- 0.27% |
$3.41K - $3.79K
|
57.6K
$1.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-217- 1.78% |
$4.8K - $5.34K
|
12K
$277K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-451- 2.01% |
$9.98K - $11.1K
|
22K
$509K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1K- 8.3% |
$22.1K - $24.6K
|
11.1K
$256K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.29K- 3.62% |
$28.5K - $31.7K
|
34.3K
$794K
|
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.52K- 0.83% |
$33.6K - $37.4K
|
182K
$4.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.6K- 13.53% |
$79.6K - $88.5K
|
23K
$532K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-3.97K- 5.98% |
$87.8K - $97.5K
|
62.4K
$1.44M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-4.02K- 15.7% |
$88.8K - $98.8K
|
21.6K
$499K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.49K- 4.5% |
$99.4K - $110K
|
95.4K
$2.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5.61K- 4.29% |
$124K - $138K
|
125K
$2.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.17K- 6.04% |
$137K - $152K
|
96K
$2.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-6.72K- 19.9% |
$149K - $165K
|
27K
$626K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.36K- 25.3% |
$163K - $181K
|
21.7K
$503K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-8.38K- 1.46% |
$185K - $206K
|
564K
$13.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-12.9K- 17.02% |
$285K - $317K
|
62.8K
$1.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-13.7K- 18.66% |
$302K - $336K
|
59.5K
$1.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-14.2K- 10.34% |
$314K - $349K
|
123K
$2.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-17.7K- 7.94% |
$392K - $435K
|
205K
$4.76M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-20.4K- 18.77% |
$452K - $503K
|
88.5K
$2.05M
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-24.4K- 39.07% |
$540K - $601K
|
38.1K
$882K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-31.5K- 61.81% |
$696K - $774K
|
19.4K
$450K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-39.7K- 17.85% |
$878K - $975K
|
183K
$4.23M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-45K- 19.38% |
$996K - $1.11M
|
187K
$4.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-48.6K- 4.3% |
$1.08M - $1.2M
|
1.08M
$25.1M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-48.9K- 21.07% |
$1.08M - $1.2M
|
183K
$4.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-106K- 43.64% |
$2.35M - $2.61M
|
137K
$3.18M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-122K- 96.36% |
$2.7M - $3M
|
4.61K
$107K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-151K- 52.87% |
$3.34M - $3.71M
|
135K
$3.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.46M- 97.56% |
$32.3M - $35.9M
|
36.6K
$847K
|