Purchases and Sales Made in Q4 2024 in Schwab Strategic Tr Intl Divid (SCHY)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Divid (SCHY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
125KNew |
$2.89M - $3.27M
|
125K
$3.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
81.3KNew |
$1.87M - $2.12M
|
81.3K
$1.96M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
52.4K+ 6174.53% |
$1.2M - $1.36M
|
53.2K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
41.1KNew |
$946K - $1.07M
|
41.1K
$990K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
38.2K+ 22.01% |
$879K - $995K
|
212K
$5.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
34.4KNew |
$792K - $897K
|
34.4K
$829K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
28.1K+ 784.87% |
$646K - $731K
|
31.6K
$762K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.8K+ 17.4% |
$455K - $515K
|
133K
$3.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
19.8K+ 171.03% |
$455K - $515K
|
31.3K
$755K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
17.8KNew |
$410K - $464K
|
17.8K
$429K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
16.8KNew |
$386K - $437K
|
16.8K
$404K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
12.6K+ 9.04% |
$290K - $328K
|
152K
$3.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
12K+ 40.0% |
$276K - $313K
|
42K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11.5K+ 632.52% |
$264K - $299K
|
13.3K
$320K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
10.6K+ 5.89% |
$243K - $276K
|
190K
$4.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
10.2K+ 4.87% |
$234K - $265K
|
219K
$5.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
9.94KNew |
$229K - $259K
|
9.94K
$239K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
9.65K+ 23.54% |
$222K - $251K
|
50.6K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
9.38KNew |
$216K - $244K
|
9.38K
$226K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
9.1KNew |
$209K - $237K
|
9.1K
$219K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.75KNew |
$201K - $228K
|
8.75K
$211K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
6.88K+ 4.08% |
$158K - $179K
|
176K
$4.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
4.62KNew |
$106K - $120K
|
4.62K
$111K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3.74K+ 77.01% |
$85.9K - $97.3K
|
8.59K
$207K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.52K+ 7.66% |
$58K - $65.7K
|
35.4K
$853K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.74K+ 4.5% |
$40K - $45.3K
|
40.4K
$973K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.04KNew |
$23.9K - $27.1K
|
1.04K
$25K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
822New |
$18.9K - $21.4K
|
822
$19.8K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
673New |
$15.5K - $17.5K
|
673
$16.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
534+ 4.93% |
$12.3K - $13.9K
|
11.4K
$274K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
357+ 1.59% |
$8.21K - $9.3K
|
22.9K
$551K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
353New |
$8.12K - $9.2K
|
353
$8.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
329+ 0.97% |
$7.57K - $8.57K
|
34.3K
$826K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
315+ 11.21% |
$7.25K - $8.21K
|
3.13K
$75.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
305New |
$7.02K - $7.95K
|
305
$7.34K
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
300+ 1.45% |
$6.9K - $7.82K
|
21K
$505K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
270New |
$6.21K - $7.04K
|
270
$6.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
159+ 2.32% |
$3.66K - $4.14K
|
7.02K
$169K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
22+ 1.2% |
$506 - $573
|
1.86K
$44.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
17+ 0.74% |
$391 - $443
|
2.3K
$55.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 100.0% |
$23 - $26.1
|
2
$48.2
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-27- 0.03% |
$621 - $704
|
85.9K
$2.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-36- 2.18% |
$828 - $938
|
1.61K
$38.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-211- 3.65% |
$4.86K - $5.5K
|
5.56K
$134K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.09K- 5.02% |
$25K - $28.3K
|
20.5K
$494K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.26K- 3.13% |
$29.1K - $32.9K
|
39.1K
$943K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.94K- 17.91% |
$44.6K - $50.5K
|
8.88K
$214K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3.26K- 7.41% |
$75K - $84.9K
|
40.7K
$980K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.58K- 1.4% |
$82.4K - $93.4K
|
253K
$6.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-5.81K- 2.33% |
$134K - $151K
|
244K
$5.87M
|