Latest Institutional Transactions on Schwab Strategic Tr Intl Divid (SCHY)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Intl Divid (SCHY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
2.42K+ 1.83% |
$67.1K - $70.7K
|
134K
$3.91M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.81K+ 19.09% |
$272K - $287K
|
61.2K
$1.78M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
1.02KNew |
$28.3K - $29.8K
|
1.02K
$29.7K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
1.32K+ 175.77% |
$36.7K - $38.6K
|
2.07K
$60.2K
|
|
|
Jan 23, 2026
Q4 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
24+ 0.32% |
$667 - $702
|
7.44K
$216K
|
|
|
Jan 21, 2026
Q4 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
14.1K+ 158.85% |
$392K - $413K
|
23K
$669K
|
|
|
Jan 21, 2026
Q4 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.7K+ 1.86% |
$47.2K - $49.7K
|
93.1K
$2.71M
|
|
|
Jan 20, 2026
Q4 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
4.25K+ 57.48% |
$118K - $124K
|
11.6K
$338K
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
15.7KNew |
$436K - $459K
|
15.7K
$457K
|
|
|
Jan 20, 2026
Q4 2025
|
Joule Financial, LLC
|
BUY
|
- |
205+ 2.09% |
$5.69K - $6K
|
10K
$292K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
370+ 19.38% |
$10.3K - $10.8K
|
2.28K
$66.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
197New |
$5.47K - $5.76K
|
197
$5.73K
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
80+ 0.38% |
$2.22K - $2.34K
|
21K
$610K
|
|
|
Jan 15, 2026
Q4 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
SELL
|
- |
-27.3K- 11.65% |
$758K - $798K
|
207K
$6.02M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
134+ 1.08% |
$3.72K - $3.92K
|
12.6K
$366K
|
|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
SELL
|
- |
-36- 0.36% |
$1K - $1.05K
|
9.9K
$288K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.03K- 2.17% |
$28.5K - $30K
|
46.4K
$1.35M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
6.73KNew |
$187K - $197K
|
6.73K
$196K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-5.89K- 3.16% |
$164K - $172K
|
181K
$5.26M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
27.8KNew |
$772K - $813K
|
27.8K
$808K
|
|
|
Jan 12, 2026
Q4 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-189- 0.73% |
$5.25K - $5.53K
|
25.6K
$746K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
13+ 0.15% |
$361 - $380
|
8.51K
$247K
|
|
|
Jan 12, 2026
Q4 2025
|
First Merchants Corp
|
SELL
|
- |
-5.6K- 6.75% |
$155K - $164K
|
77.3K
$2.25M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.25K- 0.77% |
$62.5K - $65.8K
|
292K
$8.49M
|
|
|
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
|
Wedmont Private Capital
|
BUY
|
- |
13+ 0.05% |
$361 - $380
|
25K
$726K
|
|
|
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
|
|
| Q3 2025 | |||||||
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-822- 40.39% |
$22.1K - $23.5K
|
1.21K
$35.3K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
100New |
$2.69K - $2.86K
|
100
$2.91K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
3New |
$80.8 - $85.8
|
3
$87.3
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6.33KNew |
$170K - $181K
|
6.33K
$184K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
68.2K+ 14.27% |
$1.83M - $1.95M
|
546K
$15.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.9K+ 139.52% |
$562K - $597K
|
35.8K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.41K+ 8.3% |
$226K - $241K
|
110K
$3.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13.4KNew |
$361K - $384K
|
13.4K
$390K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.05K+ 2.66% |
$28.3K - $30.1K
|
40.6K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.8K+ 18.72% |
$425K - $452K
|
100K
$2.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17.9K- 13.68% |
$483K - $513K
|
113K
$3.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
18.5K+ 227.18% |
$498K - $529K
|
26.6K
$775K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
53.5K+ 17.06% |
$1.44M - $1.53M
|
367K
$10.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.39K+ 10.46% |
$64.3K - $68.3K
|
25.2K
$734K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29.4KNew |
$792K - $841K
|
29.4K
$856K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-27.2K- 54.29% |
$731K - $777K
|
22.9K
$665K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-284- 10.06% |
$7.65K - $8.12K
|
2.54K
$73.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
45.8KNew |
$1.23M - $1.31M
|
45.8K
$1.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.99K+ 4.04% |
$53.5K - $56.8K
|
51.1K
$1.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.6K+ 93.05% |
$393K - $418K
|
30.3K
$882K
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
141KNew |
$3.79M - $4.03M
|
141K
$4.09M
|
|