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 27, 2026
Q4 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
80.8KNew |
$2.25M - $2.36M
|
80.8K
$2.35M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
27.8KNew |
$772K - $813K
|
27.8K
$808K
|
|
|
Jan 26, 2026
Q4 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
17KNew |
$472K - $497K
|
17K
$495K
|
|
|
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 21, 2026
Q4 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
14.1K+ 158.85% |
$392K - $413K
|
23K
$669K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.81K+ 19.09% |
$272K - $287K
|
61.2K
$1.78M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
6.73KNew |
$187K - $197K
|
6.73K
$196K
|
|
|
Jan 20, 2026
Q4 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
4.25K+ 57.48% |
$118K - $124K
|
11.6K
$338K
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
2.67K+ 2.73% |
$74.3K - $78.2K
|
101K
$2.93M
|
|
|
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 21, 2026
Q4 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.7K+ 1.86% |
$47.2K - $49.7K
|
93.1K
$2.71M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
1.32K+ 175.77% |
$36.7K - $38.6K
|
2.07K
$60.2K
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.19K+ 15.55% |
$32.9K - $34.7K
|
8.81K
$256K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
1.02KNew |
$28.3K - $29.8K
|
1.02K
$29.7K
|
|
|
Jan 06, 2026
Q4 2025
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
540+ 0.34% |
$15K - $15.8K
|
159K
$4.62M
|
|
|
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
|
Joule Financial, LLC
|
BUY
|
- |
205+ 2.09% |
$5.69K - $6K
|
10K
$292K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
197New |
$5.47K - $5.76K
|
197
$5.73K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
134+ 1.08% |
$3.72K - $3.92K
|
12.6K
$366K
|
|
|
Jan 27, 2026
Q4 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
100+ 0.36% |
$2.78K - $2.93K
|
28.2K
$819K
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
80+ 0.38% |
$2.22K - $2.34K
|
21K
$610K
|
|
|
Jan 26, 2026
Q4 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
76+ 0.22% |
$2.11K - $2.22K
|
34.2K
$994K
|
|
|
Jan 23, 2026
Q4 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
24+ 0.32% |
$667 - $702
|
7.44K
$216K
|
|
|
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
|
|