Purchases and Sales Made in Q2 2024 in Schwab Strategic Tr Intl Divid (SCHY)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Divid (SCHY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
220+ 2.05% |
$5.11K - $5.49K
|
11K
$267K
|
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
215+ 0.29% |
$4.99K - $5.37K
|
74.8K
$1.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
190+ 15.0% |
$4.41K - $4.74K
|
1.46K
$35.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
95+ 9500.0% |
$2.21K - $2.37K
|
96
$2.33K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
53+ 1.12% |
$1.23K - $1.32K
|
4.77K
$116K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
52New |
$1.21K - $1.3K
|
52
$1.26K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 1.2% |
$139 - $150
|
506
$12.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3+ 1.43% |
$69.7 - $74.9
|
213
$5.18K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1New |
$23.2 - $25
|
1
$24.3
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-10- 0.02% |
$232 - $250
|
42.8K
$1.04M
|
|
|
Jul 08, 2024
Q2 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-40- 0.22% |
$929 - $998
|
18.2K
$443K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-66- 0.83% |
$1.53K - $1.65K
|
7.85K
$191K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-79- 45.4% |
$1.84K - $1.97K
|
95
$2.31K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-200- 0.49% |
$4.65K - $4.99K
|
40.5K
$985K
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-270- 0.42% |
$6.27K - $6.74K
|
63.9K
$1.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-351- 0.98% |
$8.15K - $8.76K
|
35.4K
$860K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-546- 21.81% |
$12.7K - $13.6K
|
1.96K
$47.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-577- 1.74% |
$13.4K - $14.4K
|
32.6K
$792K
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.21K- 3.04% |
$28.1K - $30.2K
|
38.7K
$940K
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.25K- 11.06% |
$29K - $31.2K
|
10.1K
$244K
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.44K- 4.71% |
$33.5K - $36K
|
29.2K
$709K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.75K- 14.36% |
$40.6K - $43.6K
|
10.4K
$253K
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.41K- 1.34% |
$55.9K - $60K
|
177K
$4.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.6K- 11.82% |
$60.4K - $64.9K
|
19.4K
$472K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.67K- 4.74% |
$62.1K - $66.7K
|
53.8K
$1.31M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.9K- 2.62% |
$67.4K - $72.4K
|
108K
$2.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.91K- 5.72% |
$67.6K - $72.6K
|
48K
$1.17M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.94K- 5.77% |
$68.3K - $73.4K
|
48K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4K- 23.14% |
$92.9K - $99.8K
|
13.3K
$323K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.35K- 0.25% |
$101K - $109K
|
1.75M
$42.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.45K- 25.17% |
$103K - $111K
|
13.2K
$322K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.68K- 5.06% |
$109K - $117K
|
87.9K
$2.14M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5K- 83.33% |
$116K - $125K
|
1K
$24.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-7K- 14.98% |
$163K - $175K
|
39.7K
$966K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.87K- 12.05% |
$183K - $196K
|
57.5K
$1.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.41K- 13.04% |
$195K - $210K
|
56.1K
$1.36M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.1K- 19.4% |
$420K - $451K
|
75K
$1.82M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-18.5K- 1.74% |
$431K - $463K
|
1.05M
$25.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-20.1K- 15.93% |
$466K - $501K
|
106K
$2.57M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-21K- 11.53% |
$488K - $524K
|
161K
$3.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-21.1K- 28.6% |
$490K - $526K
|
52.7K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-21.3K- 17.09% |
$494K - $531K
|
103K
$2.51M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-23.4K- 64.08% |
$544K - $585K
|
13.1K
$319K
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-44.1K- 15.73% |
$1.02M - $1.1M
|
236K
$5.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-54.4K- 35.69% |
$1.26M - $1.36M
|
98.1K
$2.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-63.5K- 53.12% |
$1.48M - $1.59M
|
56K
$1.36M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-73.6K- 51.53% |
$1.71M - $1.84M
|
69.2K
$1.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-98K- 97.79% |
$2.28M - $2.45M
|
2.22K
$53.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-150K- 42.75% |
$3.48M - $3.73M
|
200K
$4.87M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-191K- 37.16% |
$4.44M - $4.77M
|
323K
$7.86M
|