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 127 institutions that hold shares in the stock, with a total of 11.1 Million shares, which have been reported (via 13F filing form) to have a value of $279 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
1,749,854
shares
|
$44 Million
0.17% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2024 Q2 2024 |
1,048,521
shares
|
$26.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.74%
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
827,711
shares
|
$20.8 Million
2.31% of portfolio
|
Q2 2024
Added 4.54%
|
|
Souders Financial Advisors
|
Aug 28, 2024 Q2 2024 |
541,417
shares
|
$13.6 Million
2.0% of portfolio
|
Q2 2024
Added 3.93%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
377,242
shares
|
$9.48 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
312,060
shares
|
$7.84 Million
0.0% of portfolio
|
Q2 2024
Added 3.64%
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
309,856
shares
|
$7.79 Million
1.01% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
287,519
shares
|
$7.23 Million
0.01% of portfolio
|
Q2 2024
Reduced 53.27%
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 15, 2024 Q2 2024 |
280,405
shares
|
$7.05 Million
0.22% of portfolio
|
Q2 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
249,556
shares
|
$6.27 Million
0.01% of portfolio
|
Q2 2024
Added 2.86%
|
|
Asset Advisors Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
249,323
shares
|
$6.27 Million
0.64% of portfolio
|
Q2 2024
Added 32.96%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
229,741
shares
|
$5.77 Million
0.0% of portfolio
|
Q2 2024
Added 3.61%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
227,130
shares
|
$5.71 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
207,773
shares
|
$5.22 Million
0.01% of portfolio
|
Q2 2024
Added 1.31%
|
|
Principle Wealth Partners LLC
|
Aug 13, 2024 Q2 2024 |
200,357
shares
|
$5.03 Million
0.38% of portfolio
|
Q2 2024
Reduced 42.75%
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
179,533
shares
|
$4.51 Million
0.41% of portfolio
|
Q3 2024
Added 1.21%
|
|
First Merchants Corp
|
Jul 25, 2024 Q2 2024 |
161,221
shares
|
$4.05 Million
0.28% of portfolio
|
Q2 2024
Reduced 11.53%
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
151,616
shares
|
$3.81 Million
0.55% of portfolio
|
Q2 2023
Reduced 1.4%
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
139,334
shares
|
$3.5 Million
1.16% of portfolio
|
Q3 2024
Added 25.85%
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
126,811
shares
|
$3.19 Million
0.0% of portfolio
|
Q2 2024
Added 60.08%
|
|
Iron Financial, LLC
|
Jul 29, 2024 Q2 2024 |
122,096
shares
|
$3.07 Million
1.63% of portfolio
|
Q2 2024
Added 6.63%
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
116,161
shares
|
$2.92 Million
3.23% of portfolio
|
Q3 2024
Added 5.72%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
107,852
shares
|
$2.71 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.62%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
105,842
shares
|
$2.66 Million
0.0% of portfolio
|
Q2 2024
Reduced 15.93%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
105,083
shares
|
$2.64 Million
0.13% of portfolio
|
Q2 2024
New holding
|