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 132 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 $292 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
|
$83.7 Million
0.46% of portfolio
|
Q1 2025
Added 68.6%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
657,766
shares
|
$17.3 Million
2.92% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
483,556
shares
|
$12.8 Million
0.02% of portfolio
|
Q1 2025
Added 1068.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
481,217
shares
|
$12.7 Million
0.03% of portfolio
|
Q1 2025
Added 90.18%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
May 13, 2025 Q1 2025 |
412,593
shares
|
$10.9 Million
6.67% of portfolio
|
Q1 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
377,242
shares
|
$9.95 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
238,910
shares
|
$6.3 Million
3.45% of portfolio
|
Q1 2025
Added 12.84%
|
|
|
Asset Advisors Investment Management, LLC
|
May 02, 2025 Q1 2025 |
237,364
shares
|
$6.26 Million
0.64% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
226,781
shares
|
$5.98 Million
0.0% of portfolio
|
Q1 2025
Added 66.77%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
220,506
shares
|
$5.81 Million
0.48% of portfolio
|
Q1 2025
Added 15.99%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
204,190
shares
|
$5.38 Million
0.0% of portfolio
|
Q1 2025
Reduced 58.86%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
170,475
shares
|
$4.5 Million
2.47% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
164,908
shares
|
$4.35 Million
0.31% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
163,356
shares
|
$4.31 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.68%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
156,793
shares
|
$4.13 Million
1.19% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Hamel Associates, Inc.
|
May 06, 2025 Q1 2025 |
154,225
shares
|
$4.07 Million
1.33% of portfolio
|
Q1 2025
Added 267.2%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
153,423
shares
|
$4.05 Million
0.12% of portfolio
|
Q1 2025
Added 318.08%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
151,616
shares
|
$4 Million
0.55% of portfolio
|
Q2 2023
Reduced 1.4%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
145,757
shares
|
$3.84 Million
0.12% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
139,000
shares
|
$3.67 Million
0.12% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
136,249
shares
|
$3.59 Million
0.98% of portfolio
|
Q1 2025
Reduced 40.16%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
130,292
shares
|
$3.44 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
128,211
shares
|
$3.38 Million
0.04% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Apr 28, 2025 Q1 2025 |
127,107
shares
|
$3.35 Million
3.93% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Jane Street Group, LLC
New York, NY |
May 14, 2025 Q1 2025 |
124,027
shares
|
$3.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 62.74%
|