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 |
|---|---|---|---|---|---|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
14,620
shares
|
$403,073
0.18% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
14,371
shares
|
$396,208
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
13,664
shares
|
$376,716
0.03% of portfolio
|
Q1 2025
Added 7.75%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
12,360
shares
|
$340,765
0.0% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jul 15, 2025 Q2 2025 |
11,962
shares
|
$329,792
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
11,659
shares
|
$321,438
0.0% of portfolio
|
Q1 2025
Reduced 98.08%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
11,630
shares
|
$320,639
0.0% of portfolio
|
Q1 2025
Added 34.0%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
11,438
shares
|
$315,345
0.0% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
11,340
shares
|
$312,643
0.0% of portfolio
|
Q1 2025
Reduced 11.92%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
10,580
shares
|
$291,690
0.22% of portfolio
|
Q2 2025
Added 13.86%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
10,205
shares
|
$281,351
0.0% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
9,939
shares
|
$274,018
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
9,911
shares
|
$273,246
0.1% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
9,310
shares
|
$256,676
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
8,928
shares
|
$246,144
0.03% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
8,547
shares
|
$235,640
0.0% of portfolio
|
Q1 2025
Reduced 95.29%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
8,469
shares
|
$233,490
0.03% of portfolio
|
Q1 2025
Reduced 58.72%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
8,159
shares
|
$224,943
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
8,139
shares
|
$224,392
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
8,126
shares
|
$224,033
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Jul 22, 2025 Q2 2025 |
7,390
shares
|
$203,742
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
6,544
shares
|
$180,418
0.0% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
5,906
shares
|
$162,828
0.01% of portfolio
|
Q1 2025
Reduced 55.55%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
5,667
shares
|
$156,239
0.08% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
4,922
shares
|
$135,699
0.11% of portfolio
|
Q1 2025
Reduced 5.74%
|