Institutional Ownership Schwab Strategic Tr Intl Divid (SCHY)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Divid (SCHY). We have compiled data on the 140 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $315 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,224,309
shares
|
$89.3 Million
0.45% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
660,984
shares
|
$18.3 Million
2.99% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Hamel Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
539,955
shares
|
$15 Million
5.01% of portfolio
|
Q2 2025
Added 250.11%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
516,212
shares
|
$14.3 Million
0.02% of portfolio
|
Q2 2025
Added 6.75%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
377,242
shares
|
$10.5 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
313,387
shares
|
$8.68 Million
0.0% of portfolio
|
Q2 2025
Added 38.19%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jul 15, 2025 Q2 2025 |
294,602
shares
|
$8.16 Million
5.45% of portfolio
|
Q2 2025
Reduced 28.6%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
293,318
shares
|
$8.13 Million
0.0% of portfolio
|
Q2 2025
Added 136.5%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
289,111
shares
|
$8.01 Million
0.61% of portfolio
|
Q2 2025
Added 31.11%
|
|
|
Iron Financial, LLC
|
Jul 24, 2025 Q2 2025 |
246,270
shares
|
$6.82 Million
3.58% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
224,619
shares
|
$6.22 Million
0.0% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
192,015
shares
|
$5.32 Million
1.39% of portfolio
|
Q2 2025
Added 40.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
185,976
shares
|
$5.15 Million
0.01% of portfolio
|
Q2 2025
Reduced 61.35%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
181,686
shares
|
$5.03 Million
2.71% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
166,623
shares
|
$4.62 Million
1.38% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
162,400
shares
|
$4.5 Million
0.01% of portfolio
|
Q2 2025
Added 144.28%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
160,971
shares
|
$4.46 Million
0.12% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
152,959
shares
|
$4.24 Million
0.14% of portfolio
|
Q2 2025
Added 10.04%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
151,616
shares
|
$4.2 Million
0.55% of portfolio
|
Q2 2023
Reduced 1.4%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
145,186
shares
|
$4.02 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
141,210
shares
|
$3.91 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.56%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
131,027
shares
|
$3.63 Million
0.04% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
130,292
shares
|
$3.61 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Jul 21, 2025 Q2 2025 |
109,875
shares
|
$3.04 Million
4.33% of portfolio
|
Q2 2025
Added 19.22%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
103,110
shares
|
$2.86 Million
0.01% of portfolio
|
Q2 2024
Reduced 17.09%
|