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 155 institutions that hold shares in the stock, with a total of 12.6 Million shares, which have been reported (via 13F filing form) to have a value of $366 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,104
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
38,089
shares
|
$1.11 Million
0.04% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
35,828
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
Added 139.52%
|
|
|
Berkeley, Inc
Boise, ID |
Oct 30, 2025 Q3 2025 |
34,090
shares
|
$991,678
0.31% of portfolio
|
Q3 2025
Reduced 11.74%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
31,869
shares
|
$927,069
0.31% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
31,634
shares
|
$920,233
0.04% of portfolio
|
Q4 2024
Added 784.87%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
31,547
shares
|
$917,702
0.0% of portfolio
|
Q3 2025
Added 30.47%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
31,401
shares
|
$913,455
0.07% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
30,307
shares
|
$881,630
0.0% of portfolio
|
Q3 2025
Added 93.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
29,417
shares
|
$855,740
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
28,070
shares
|
$816,556
0.08% of portfolio
|
Q3 2025
Reduced 18.92%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
26,676
shares
|
$776,004
0.0% of portfolio
|
Q3 2023
Reduced 60.55%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
26,629
shares
|
$774,637
0.12% of portfolio
|
Q3 2025
Added 227.18%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 10, 2025 Q3 2025 |
25,835
shares
|
$751,540
0.33% of portfolio
|
Q3 2025
Added 14.12%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
25,417
shares
|
$739,380
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
25,228
shares
|
$733,882
0.0% of portfolio
|
Q3 2025
Added 10.46%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
24,954
shares
|
$725,911
0.03% of portfolio
|
Q3 2025
Reduced 36.9%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
24,035
shares
|
$699,178
0.38% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
22,876
shares
|
$665,462
0.0% of portfolio
|
Q3 2025
Reduced 54.29%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
22,325
shares
|
$649,434
0.07% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
21,846
shares
|
$635,500
0.21% of portfolio
|
Q3 2025
Added 6.85%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
20,901
shares
|
$608,010
0.33% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
20,870
shares
|
$607,108
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
20,839
shares
|
$606,206
0.38% of portfolio
|
Q3 2025
Added 74.21%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
20,374
shares
|
$592,679
0.26% of portfolio
|
Q3 2025
New holding
|
|