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 9.63 Million shares, which have been reported (via 13F filing form) to have a value of $231 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,980,722
shares
|
$47.6 Million
0.2% of portfolio
|
Q3 2024
Added 13.19%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
841,247
shares
|
$20.2 Million
2.54% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
525,047
shares
|
$12.6 Million
2.01% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
377,242
shares
|
$9.07 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
327,786
shares
|
$7.88 Million
0.0% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
309,856
shares
|
$7.45 Million
1.01% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
256,617
shares
|
$6.17 Million
0.02% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Asset Advisors Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
249,323
shares
|
$6 Million
0.64% of portfolio
|
Q2 2024
Added 32.96%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
214,884
shares
|
$5.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
208,651
shares
|
$5.02 Million
2.82% of portfolio
|
Q3 2024
Reduced 11.7%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
187,774
shares
|
$4.52 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.63%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
182,374
shares
|
$4.39 Million
0.36% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
179,533
shares
|
$4.32 Million
0.41% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Iron Financial, LLC
|
Oct 28, 2024 Q3 2024 |
173,521
shares
|
$4.17 Million
2.5% of portfolio
|
Q3 2024
Added 42.12%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
168,903
shares
|
$4.06 Million
0.31% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
151,616
shares
|
$3.65 Million
0.55% of portfolio
|
Q2 2023
Reduced 1.4%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
139,334
shares
|
$3.35 Million
1.16% of portfolio
|
Q3 2024
Added 25.85%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
131,889
shares
|
$3.17 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
118,540
shares
|
$2.85 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
116,161
shares
|
$2.79 Million
3.23% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
113,697
shares
|
$2.73 Million
0.11% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
108,596
shares
|
$2.61 Million
0.05% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
103,162
shares
|
$2.48 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
103,110
shares
|
$2.48 Million
0.01% of portfolio
|
Q2 2024
Reduced 17.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
102,236
shares
|
$2.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.41%
|