Purchases and Sales Made in Q4 2025 in Schwab Strategic Tr Intl Divid (SCHY)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Divid (SCHY) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
27.8KNew |
$772K - $813K
|
27.8K
$808K
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
6.73KNew |
$187K - $197K
|
6.73K
$196K
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
2.67K+ 2.73% |
$74.3K - $78.2K
|
101K
$2.93M
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.19K+ 15.55% |
$32.9K - $34.7K
|
8.81K
$256K
|
|
|
Jan 06, 2026
Q4 2025
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
540+ 0.34% |
$15K - $15.8K
|
159K
$4.62M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
134+ 1.08% |
$3.72K - $3.92K
|
12.6K
$366K
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
80+ 0.38% |
$2.22K - $2.34K
|
21K
$610K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
13+ 0.15% |
$361 - $380
|
8.51K
$247K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
13+ 0.05% |
$361 - $380
|
25K
$726K
|
|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
SELL
|
- |
-36- 0.36% |
$1K - $1.05K
|
9.9K
$288K
|
|
|
Jan 12, 2026
Q4 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-189- 0.73% |
$5.25K - $5.53K
|
25.6K
$746K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.03K- 2.17% |
$28.5K - $30K
|
46.4K
$1.35M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.19K- 1.3% |
$32.9K - $34.7K
|
90.3K
$2.63M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.25K- 0.77% |
$62.5K - $65.8K
|
292K
$8.49M
|
|
|
Jan 12, 2026
Q4 2025
|
First Merchants Corp
|
SELL
|
- |
-5.6K- 6.75% |
$155K - $164K
|
77.3K
$2.25M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-5.89K- 3.16% |
$164K - $172K
|
181K
$5.26M
|
|
|
Jan 15, 2026
Q4 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
SELL
|
- |
-27.3K- 11.65% |
$758K - $798K
|
207K
$6.02M
|
|