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 |
|---|---|---|---|---|---|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
12,037
shares
|
$279,138
0.09% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
11,999
shares
|
$278,256
0.05% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
11,681
shares
|
$270,882
0.03% of portfolio
|
Q3 2024
Added 12.21%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
11,564
shares
|
$268,169
0.0% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
11,492
shares
|
$266,499
0.08% of portfolio
|
Q3 2024
Added 15.63%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
11,355
shares
|
$263,322
0.08% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
11,100
shares
|
$257,409
0.0% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
10,824
shares
|
$251,008
0.0% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
10,819
shares
|
$250,892
0.04% of portfolio
|
Q3 2024
Reduced 62.91%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
10,321
shares
|
$239,343
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
10,210
shares
|
$236,769
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
9,966
shares
|
$231,111
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 14, 2024 Q3 2024 |
9,682
shares
|
$224,525
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
9,143
shares
|
$212,026
0.01% of portfolio
|
Q3 2024
Reduced 12.28%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
9,013
shares
|
$209,011
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
8,824
shares
|
$204,628
0.0% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
8,640
shares
|
$200,361
0.0% of portfolio
|
Q3 2024
Reduced 73.7%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
8,026
shares
|
$186,122
0.03% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
6,861
shares
|
$159,106
0.0% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
6,144
shares
|
$142,479
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
5,775
shares
|
$133,922
0.08% of portfolio
|
Q3 2024
Added 92.82%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
4,850
shares
|
$112,471
0.1% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
4,370
shares
|
$101,340
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
3,795
shares
|
$88,006
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
3,495
shares
|
$81,049
0.0% of portfolio
|
Q3 2024
Added 2.1%
|