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 137 institutions that hold shares in the stock, with a total of 10.9 Million shares, which have been reported (via 13F filing form) to have a value of $301 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
3,173,277
shares
|
$87.5 Million
0.46% of portfolio
|
Q1 2025
Added 68.6%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
657,766
shares
|
$18.1 Million
2.92% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
483,556
shares
|
$13.3 Million
0.02% of portfolio
|
Q1 2025
Added 1068.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
481,217
shares
|
$13.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 47.75%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
377,242
shares
|
$10.4 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jul 15, 2025 Q2 2025 |
294,602
shares
|
$8.12 Million
5.45% of portfolio
|
Q2 2025
Reduced 28.6%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
289,111
shares
|
$7.97 Million
0.61% of portfolio
|
Q2 2025
Added 31.11%
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
238,910
shares
|
$6.59 Million
3.45% of portfolio
|
Q1 2025
Added 12.84%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
226,781
shares
|
$6.25 Million
0.0% of portfolio
|
Q1 2025
Added 66.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
204,190
shares
|
$5.63 Million
0.0% of portfolio
|
Q1 2025
Reduced 58.86%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
170,475
shares
|
$4.7 Million
2.47% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
166,623
shares
|
$4.59 Million
1.38% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
163,356
shares
|
$4.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.68%
|
|
|
Hamel Associates, Inc.
|
May 06, 2025 Q1 2025 |
154,225
shares
|
$4.25 Million
1.33% of portfolio
|
Q1 2025
Added 267.2%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
153,423
shares
|
$4.23 Million
0.12% of portfolio
|
Q1 2025
Added 318.08%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
152,959
shares
|
$4.22 Million
0.14% of portfolio
|
Q2 2025
Added 10.04%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
151,616
shares
|
$4.18 Million
0.55% of portfolio
|
Q2 2023
Reduced 1.4%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
147,635
shares
|
$4.07 Million
0.12% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
136,249
shares
|
$3.76 Million
0.98% of portfolio
|
Q1 2025
Reduced 40.16%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
130,292
shares
|
$3.59 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
128,211
shares
|
$3.53 Million
0.04% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
124,027
shares
|
$3.42 Million
0.0% of portfolio
|
Q1 2025
Reduced 62.74%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Jul 21, 2025 Q2 2025 |
109,875
shares
|
$3.03 Million
4.33% of portfolio
|
Q2 2025
Added 19.22%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
103,110
shares
|
$2.84 Million
0.01% of portfolio
|
Q2 2024
Reduced 17.09%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
101,985
shares
|
$2.81 Million
0.11% of portfolio
|
Q1 2025
New holding
|