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 141 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $340 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
|
$91 Million
0.45% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
660,984
shares
|
$18.7 Million
2.99% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Hamel Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
539,955
shares
|
$15.2 Million
5.01% of portfolio
|
Q2 2025
Added 250.11%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
516,212
shares
|
$14.6 Million
0.02% of portfolio
|
Q2 2025
Added 6.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
477,589
shares
|
$13.5 Million
0.02% of portfolio
|
Q2 2025
Added 156.8%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
377,242
shares
|
$10.6 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
313,387
shares
|
$8.84 Million
0.0% of portfolio
|
Q2 2025
Added 38.19%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
294,245
shares
|
$8.3 Million
0.57% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
293,318
shares
|
$8.28 Million
0.0% of portfolio
|
Q2 2025
Added 136.5%
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
281,189
shares
|
$7.94 Million
3.83% of portfolio
|
Q3 2025
Added 14.18%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Oct 16, 2025 Q3 2025 |
234,285
shares
|
$6.61 Million
4.37% of portfolio
|
Q3 2025
Reduced 20.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
224,619
shares
|
$6.34 Million
0.0% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
192,015
shares
|
$5.42 Million
1.39% of portfolio
|
Q2 2025
Added 40.93%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
186,652
shares
|
$5.27 Million
1.41% of portfolio
|
Q3 2025
Added 12.02%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
181,686
shares
|
$5.13 Million
2.71% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
160,971
shares
|
$4.54 Million
0.12% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Oct 21, 2025 Q3 2025 |
158,438
shares
|
$4.47 Million
1.67% of portfolio
|
Q3 2025
Added 69.62%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
152,959
shares
|
$4.32 Million
0.14% of portfolio
|
Q2 2025
Added 10.04%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
151,616
shares
|
$4.28 Million
0.55% of portfolio
|
Q2 2023
Reduced 1.4%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
145,186
shares
|
$4.1 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
141,210
shares
|
$3.98 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.56%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 14, 2025 Q3 2025 |
131,970
shares
|
$3.72 Million
3.74% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
131,027
shares
|
$3.7 Million
0.04% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
130,292
shares
|
$3.68 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
126,256
shares
|
$3.56 Million
0.0% of portfolio
|
Q3 2025
Reduced 22.26%
|