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 126 institutions that hold shares in the stock, with a total of 9.64 Million shares, which have been reported (via 13F filing form) to have a value of $224 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
38,086
shares
|
$883,214
0.05% of portfolio
|
Q3 2024
Reduced 27.68%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
36,164
shares
|
$838,643
0.08% of portfolio
|
Q3 2024
Reduced 35.47%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
33,963
shares
|
$787,601
0.42% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
33,923
shares
|
$786,674
0.4% of portfolio
|
Q3 2024
Added 7.91%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
32,916
shares
|
$763,322
0.04% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Hamel Associates, Inc.
|
Nov 05, 2024 Q3 2024 |
30,000
shares
|
$695,700
0.24% of portfolio
|
Q1 2024
Added 87.5%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
28,631
shares
|
$663,952
0.1% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
26,676
shares
|
$618,616
0.0% of portfolio
|
Q3 2023
Reduced 60.55%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
24,035
shares
|
$557,371
0.38% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
22,517
shares
|
$522,169
0.44% of portfolio
|
Q3 2024
Reduced 41.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
21,696
shares
|
$503,130
0.0% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
21,603
shares
|
$500,973
0.09% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
20,870
shares
|
$483,975
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
20,870
shares
|
$483,975
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 07, 2024 Q3 2024 |
20,672
shares
|
$479,383
0.29% of portfolio
|
Q3 2024
Added 13.51%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
20,561
shares
|
$476,809
0.33% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
20,034
shares
|
$464,588
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
16,900
shares
|
$391,911
0.01% of portfolio
|
Q3 2024
Reduced 12.89%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
15,550
shares
|
$360,604
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
15,015
shares
|
$348,197
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
15,000
shares
|
$347,850
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
13,952
shares
|
$323,546
0.0% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
13,839
shares
|
$320,926
0.17% of portfolio
|
Q1 2024
Added 15.71%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
13,253
shares
|
$307,337
0.05% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
12,504
shares
|
$289,967
0.24% of portfolio
|
Q3 2024
New holding
|