Purchases and Sales Made in Q4 2022 in Schwab Strategic Tr Intl Divid (SCHY)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Divid (SCHY) during Q4 2022. 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 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.19M+ 1077.43% |
$43.5M - $51.6M
|
2.4M
$57.1M
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
222KNew |
$4.39M - $5.21M
|
222K
$5.28M
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
200K+ 467.16% |
$3.96M - $4.69M
|
243K
$5.78M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
135KNew |
$2.67M - $3.17M
|
135K
$3.21M
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
133K+ 176.11% |
$2.64M - $3.13M
|
209K
$4.97M
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
127KNew |
$2.51M - $2.98M
|
127K
$3.02M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
82.5KNew |
$1.64M - $1.94M
|
82.5K
$1.96M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
76.5KNew |
$1.52M - $1.8M
|
76.5K
$1.82M
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
76.2K+ 13.84% |
$1.51M - $1.79M
|
627K
$14.9M
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
69.8K+ 81.49% |
$1.38M - $1.64M
|
155K
$3.7M
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
65.5KNew |
$1.3M - $1.54M
|
65.5K
$1.56M
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
65.5KNew |
$1.3M - $1.54M
|
65.5K
$1.56M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
62.6K+ 122.56% |
$1.24M - $1.47M
|
114K
$2.71M
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
55.7K+ 34.58% |
$1.11M - $1.31M
|
217K
$5.17M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
52K+ 47.46% |
$1.03M - $1.22M
|
162K
$3.85M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
47.4K+ 63.53% |
$941K - $1.11M
|
122K
$2.91M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
46.8K+ 74.24% |
$927K - $1.1M
|
110K
$2.61M
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
42.1KNew |
$836K - $990K
|
42.1K
$1M
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
40.5KNew |
$804K - $952K
|
40.5K
$965K
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
38.3KNew |
$760K - $900K
|
38.3K
$912K
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
37.6KNew |
$746K - $884K
|
37.6K
$896K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
32.8K+ 15.97% |
$649K - $770K
|
238K
$5.66M
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
29.1KNew |
$577K - $684K
|
29.1K
$693K
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
28.4KNew |
$563K - $667K
|
28.4K
$676K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.1KNew |
$557K - $660K
|
28.1K
$669K
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
24.4KNew |
$485K - $574K
|
24.4K
$582K
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
22.6KNew |
$448K - $531K
|
22.6K
$538K
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
20.9KNew |
$414K - $490K
|
20.9K
$497K
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
20.8K+ 88.4% |
$413K - $489K
|
44.4K
$1.06M
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
BUY
|
- |
17.6K+ 8.37% |
$350K - $415K
|
228K
$5.44M
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
16.9K+ 11.59% |
$335K - $397K
|
163K
$3.87M
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
15KNew |
$298K - $353K
|
15K
$358K
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
13.2KNew |
$262K - $311K
|
13.2K
$315K
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
12KNew |
$239K - $283K
|
12K
$287K
|
|
May 17, 2023
Q4 2022
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
11.8KNew |
$234K - $277K
|
11.8K
$281K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.92K+ 33.72% |
$177K - $210K
|
35.4K
$843K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.64K+ 35.57% |
$132K - $156K
|
25.3K
$603K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.92K+ 11.44% |
$117K - $139K
|
57.7K
$1.37M
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
4.55K+ 31.1% |
$90.2K - $107K
|
19.2K
$457K
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.8KNew |
$55.5K - $65.8K
|
2.8K
$66.7K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.14KNew |
$42.3K - $50.2K
|
2.14K
$50.9K
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
2.07K+ 14.01% |
$41K - $48.6K
|
16.8K
$401K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.57K+ 6.81% |
$31.1K - $36.8K
|
24.5K
$585K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.42K+ 12.0% |
$28.2K - $33.4K
|
13.3K
$316K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.41KNew |
$28K - $33.2K
|
1.41K
$33.7K
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
1.34KNew |
$26.6K - $31.5K
|
1.34K
$31.9K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
1.27KNew |
$25.2K - $29.8K
|
1.27K
$30.3K
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
640+ 3.19% |
$12.7K - $15K
|
20.7K
$493K
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
565New |
$11.2K - $13.3K
|
565
$13.5K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
200New |
$3.97K - $4.7K
|
200
$4.76K
|