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 11.2 Million shares, which have been reported (via 13F filing form) to have a value of $307 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
3,398
shares
|
$92,901
0.04% of portfolio
|
Q2 2025
Added 10.15%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
3,225
shares
|
$88,171
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
2,961
shares
|
$80,953
0.0% of portfolio
|
Q1 2025
Reduced 97.64%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2,553
shares
|
$69,799
0.0% of portfolio
|
Q1 2025
Reduced 44.25%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
2,306
shares
|
$63,046
0.01% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
2,234
shares
|
$61,077
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
2,187
shares
|
$59,792
0.01% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,869
shares
|
$51,098
0.0% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,614
shares
|
$44,126
0.0% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
1,470
shares
|
$40,189
0.01% of portfolio
|
Q1 2025
Reduced 97.24%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
1,463
shares
|
$39,998
0.02% of portfolio
|
Q2 2025
Added 37.5%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,457
shares
|
$39,834
0.0% of portfolio
|
Q2 2024
Added 15.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,168
shares
|
$31,933
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,039
shares
|
$28,406
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,034
shares
|
$28,269
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,000
shares
|
$27,340
0.0% of portfolio
|
Q2 2024
Reduced 83.33%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
970
shares
|
$26,519
0.0% of portfolio
|
Q4 2024
Reduced 89.39%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
960
shares
|
$26,246
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
822
shares
|
$22,473
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
800
shares
|
$21,872
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
738
shares
|
$20,176
0.0% of portfolio
|
Q1 2025
Reduced 70.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
377
shares
|
$10,307
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
258
shares
|
$7,053
0.0% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
200
shares
|
$5,468
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
165
shares
|
$4,511
0.0% of portfolio
|
Q1 2025
New holding
|