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 |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
3,085
shares
|
$81,351
0.04% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
2,961
shares
|
$78,081
0.0% of portfolio
|
Q1 2025
Reduced 97.64%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2,553
shares
|
$67,322
0.0% of portfolio
|
Q1 2025
Reduced 44.25%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
2,306
shares
|
$60,809
0.01% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
2,274
shares
|
$59,965
0.0% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
2,234
shares
|
$58,910
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,869
shares
|
$49,285
0.0% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,614
shares
|
$42,561
0.0% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
1,470
shares
|
$38,763
0.01% of portfolio
|
Q1 2025
Reduced 97.24%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,457
shares
|
$38,421
0.0% of portfolio
|
Q2 2024
Added 15.0%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
1,064
shares
|
$28,057
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,039
shares
|
$27,398
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,034
shares
|
$27,266
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,000
shares
|
$26,370
0.0% of portfolio
|
Q2 2024
Reduced 83.33%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
970
shares
|
$25,578
0.0% of portfolio
|
Q4 2024
Reduced 89.39%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
960
shares
|
$25,315
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 25, 2025 Q1 2025 |
822
shares
|
$21,676
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
800
shares
|
$21,096
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
738
shares
|
$19,461
0.0% of portfolio
|
Q1 2025
Reduced 70.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
377
shares
|
$9,941
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
258
shares
|
$6,803
0.0% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
200
shares
|
$5,274
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
165
shares
|
$4,351
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
158
shares
|
$4,166
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
May 05, 2025 Q1 2025 |
130
shares
|
$3,428
3.59% of portfolio
|
Q1 2025
Added 49402.31%
|