Latest Institutional Purchases of Schwab Strategic Tr Intl Divid (SCHY)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Intl Divid (SCHY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
184KNew |
$4.95M - $5.26M
|
184K
$5.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
141KNew |
$3.79M - $4.03M
|
141K
$4.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Hamel Associates, Inc.
|
BUY
|
- |
90.6K+ 16.78% |
$2.44M - $2.59M
|
631K
$18.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
90.3K+ 8318.78% |
$2.43M - $2.58M
|
91.4K
$2.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
88.7K+ 61.06% |
$2.39M - $2.54M
|
234K
$6.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
68.2K+ 14.27% |
$1.83M - $1.95M
|
546K
$15.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
65K+ 69.62% |
$1.75M - $1.86M
|
158K
$4.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
54.2K+ 24.12% |
$1.46M - $1.55M
|
279K
$8.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
53.5K+ 17.06% |
$1.44M - $1.53M
|
367K
$10.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
50.2K+ 1.56% |
$1.35M - $1.44M
|
3.27M
$95.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
50.2K+ 4297.43% |
$1.35M - $1.44M
|
51.4K
$1.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
45.8KNew |
$1.23M - $1.31M
|
45.8K
$1.33M
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
34.9K+ 14.18% |
$940K - $999K
|
281K
$8.18M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29.4KNew |
$792K - $841K
|
29.4K
$856K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
25.4KNew |
$684K - $727K
|
25.4K
$739K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
24.6K+ 36.45% |
$663K - $704K
|
92.2K
$2.68M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
24K+ 35.55% |
$646K - $686K
|
91.5K
$2.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.9K+ 139.52% |
$562K - $597K
|
35.8K
$1.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.7K+ 13.5% |
$556K - $591K
|
174K
$5.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
20.4KNew |
$548K - $583K
|
20.4K
$593K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
20K+ 12.02% |
$539K - $573K
|
187K
$5.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
18.5K+ 227.18% |
$498K - $529K
|
26.6K
$775K
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
18.4K+ 23.15% |
$496K - $527K
|
98K
$2.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.8K+ 18.72% |
$425K - $452K
|
100K
$2.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
15.4KNew |
$416K - $442K
|
15.4K
$449K
|
|
|
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
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13.4KNew |
$361K - $384K
|
13.4K
$390K
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
12.5KNew |
$336K - $357K
|
12.5K
$363K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
10.2K+ 12.78% |
$274K - $291K
|
89.7K
$2.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Joule Financial, LLC
|
BUY
|
- |
9.83KNew |
$265K - $281K
|
9.83K
$286K
|
|
|
Nov 04, 2025
Q3 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
8.88KNew |
$239K - $254K
|
8.88K
$258K
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
8.88K+ 74.21% |
$239K - $254K
|
20.8K
$606K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.41K+ 8.3% |
$226K - $241K
|
110K
$3.19M
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
7.62KNew |
$205K - $218K
|
7.62K
$222K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.37K+ 30.47% |
$198K - $211K
|
31.5K
$918K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.25KNew |
$195K - $207K
|
7.25K
$211K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.23KNew |
$195K - $207K
|
7.23K
$210K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
7.17KNew |
$193K - $205K
|
7.17K
$208K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6.33KNew |
$170K - $181K
|
6.33K
$184K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
5.13K+ 1.78% |
$138K - $147K
|
294K
$8.56M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5KNew |
$134K - $143K
|
5K
$145K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4.86KNew |
$131K - $139K
|
4.86K
$141K
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
4.47K+ 95.61% |
$120K - $128K
|
9.14K
$266K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3.98K+ 11.02% |
$107K - $114K
|
40.1K
$1.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.7KNew |
$99.6K - $106K
|
3.7K
$108K
|
|
|
Oct 10, 2025
Q3 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
3.2K+ 14.12% |
$86K - $91.4K
|
25.8K
$752K
|
|
|
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
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.99K+ 4.04% |
$53.5K - $56.8K
|
51.1K
$1.49M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.89K+ 4.15% |
$50.8K - $54K
|
47.4K
$1.38M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.84K+ 13.0% |
$49.5K - $52.6K
|
16K
$465K
|
|