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 133 institutions that hold shares in the stock, with a total of 10.2 Million shares, which have been reported (via 13F filing form) to have a value of $249 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
20,092
shares
|
$489,842
0.21% of portfolio
|
Q4 2024
Reduced 40.77%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
17,799
shares
|
$433,939
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
16,900
shares
|
$412,022
0.01% of portfolio
|
Q3 2024
Reduced 12.89%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
16,784
shares
|
$409,193
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
15,550
shares
|
$379,109
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
15,015
shares
|
$366,065
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
15,000
shares
|
$365,700
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
13,839
shares
|
$337,394
0.15% of portfolio
|
Q1 2024
Added 15.71%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
13,288
shares
|
$323,961
0.03% of portfolio
|
Q4 2024
Added 632.52%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
12,874
shares
|
$313,868
0.0% of portfolio
|
Q4 2024
Added 15.98%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
12,681
shares
|
$309,162
0.03% of portfolio
|
Q4 2024
Added 8.56%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,667
shares
|
$308,821
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
11,358
shares
|
$276,908
0.0% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
9,939
shares
|
$242,312
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
9,431
shares
|
$229,927
0.0% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
9,381
shares
|
$228,708
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
9,102
shares
|
$221,906
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
9,013
shares
|
$219,736
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
8,881
shares
|
$216,518
0.03% of portfolio
|
Q4 2024
Reduced 17.91%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
8,745
shares
|
$213,203
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
8,720
shares
|
$212,593
0.0% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
8,679
shares
|
$211,594
0.0% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
8,585
shares
|
$209,302
0.16% of portfolio
|
Q4 2024
Added 77.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
8,536
shares
|
$208,107
0.0% of portfolio
|
Q4 2024
Added 144.23%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
7,020
shares
|
$171,147
0.0% of portfolio
|
Q4 2024
Added 2.32%
|