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 136 institutions that hold shares in the stock, with a total of 10.6 Million shares, which have been reported (via 13F filing form) to have a value of $257 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,882,097
shares
|
$45.8 Million
0.25% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
669,237
shares
|
$16.3 Million
1.72% of portfolio
|
Q4 2024
Reduced 20.45%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
607,094
shares
|
$14.8 Million
0.0% of portfolio
|
Q4 2024
Added 85.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
496,314
shares
|
$12.1 Million
0.0% of portfolio
|
Q4 2024
Added 130.97%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
377,242
shares
|
$9.17 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
332,900
shares
|
$8.1 Million
0.0% of portfolio
|
Q4 2024
Added 305.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
253,034
shares
|
$6.15 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Asset Advisors Investment Management, LLC
|
Feb 04, 2025 Q4 2024 |
243,921
shares
|
$5.93 Million
0.59% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
218,820
shares
|
$5.32 Million
2.64% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
211,717
shares
|
$5.15 Million
2.79% of portfolio
|
Q4 2024
Added 22.01%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
199,674
shares
|
$4.86 Million
0.56% of portfolio
|
Q4 2024
Reduced 35.56%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
190,106
shares
|
$4.62 Million
0.39% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
187,069
shares
|
$4.55 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
181,654
shares
|
$4.42 Million
0.01% of portfolio
|
Q4 2024
Added 737.27%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
178,714
shares
|
$4.35 Million
0.0% of portfolio
|
Q4 2024
Added 50.76%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
175,786
shares
|
$4.28 Million
0.28% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Feb 12, 2025 Q4 2024 |
168,907
shares
|
$4.11 Million
2.44% of portfolio
|
Q4 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
154,043
shares
|
$3.75 Million
0.26% of portfolio
|
Q4 2024
Reduced 15.53%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
151,933
shares
|
$3.7 Million
1.07% of portfolio
|
Q4 2024
Added 9.04%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
151,616
shares
|
$3.69 Million
0.55% of portfolio
|
Q2 2023
Reduced 1.4%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
143,681
shares
|
$3.49 Million
0.03% of portfolio
|
Q4 2024
Added 39.28%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
140,990
shares
|
$3.43 Million
0.12% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
135,982
shares
|
$3.31 Million
0.0% of portfolio
|
Q4 2024
Added 33.01%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
133,475
shares
|
$3.25 Million
0.11% of portfolio
|
Q4 2024
Added 17.4%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Feb 12, 2025 Q4 2024 |
125,565
shares
|
$3.05 Million
3.12% of portfolio
|
Q4 2024
Added 8.1%
|