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 |
|---|---|---|---|---|---|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
36,846
shares
|
$971,629
0.04% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
33,639
shares
|
$887,060
0.13% of portfolio
|
Q1 2025
Reduced 72.78%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
31,634
shares
|
$834,188
0.05% of portfolio
|
Q4 2024
Added 784.87%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
31,446
shares
|
$829,231
0.07% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
30,096
shares
|
$793,631
0.57% of portfolio
|
Q1 2025
Reduced 26.78%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
26,676
shares
|
$703,446
0.0% of portfolio
|
Q3 2023
Reduced 60.55%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
26,571
shares
|
$700,677
0.0% of portfolio
|
Q1 2025
Reduced 9.21%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
24,578
shares
|
$648,121
0.0% of portfolio
|
Q1 2025
Reduced 86.25%
|
|
|
Myecfo, LLC
La Jolla, CA |
Apr 08, 2025 Q1 2025 |
24,259
shares
|
$639,709
0.33% of portfolio
|
Q1 2025
Added 15.67%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
24,035
shares
|
$633,802
0.38% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
22,302
shares
|
$588,103
0.41% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
21,524
shares
|
$567,587
0.0% of portfolio
|
Q1 2025
Reduced 10.14%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
21,019
shares
|
$554,271
0.08% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
20,870
shares
|
$550,341
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
20,870
shares
|
$550,341
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
20,374
shares
|
$537,262
0.29% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
19,315
shares
|
$509,336
0.22% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
15,900
shares
|
$419,283
0.01% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
15,868
shares
|
$418,439
0.17% of portfolio
|
Q1 2025
Reduced 53.73%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
15,550
shares
|
$410,053
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
15,015
shares
|
$395,945
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
15,000
shares
|
$395,550
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
14,759
shares
|
$389,194
0.25% of portfolio
|
Q1 2025
Added 156.05%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
14,620
shares
|
$385,529
0.18% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
13,664
shares
|
$360,319
0.03% of portfolio
|
Q1 2025
Added 7.75%
|