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 9.19 Million shares, which have been reported (via 13F filing form) to have a value of $242 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,882,097
shares
|
$49.6 Million
0.25% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
657,766
shares
|
$17.3 Million
2.92% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
377,242
shares
|
$9.95 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
332,900
shares
|
$8.78 Million
0.0% of portfolio
|
Q4 2024
Added 305.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
253,034
shares
|
$6.67 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
238,910
shares
|
$6.3 Million
3.45% of portfolio
|
Q1 2025
Added 12.84%
|
|
|
Asset Advisors Investment Management, LLC
|
May 02, 2025 Q1 2025 |
237,364
shares
|
$6.26 Million
0.64% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
220,506
shares
|
$5.81 Million
0.48% of portfolio
|
Q1 2025
Added 15.99%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
218,820
shares
|
$5.77 Million
2.64% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
204,190
shares
|
$5.38 Million
0.0% of portfolio
|
Q1 2025
Reduced 58.86%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
199,674
shares
|
$5.27 Million
0.56% of portfolio
|
Q4 2024
Reduced 35.56%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
187,069
shares
|
$4.93 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
178,714
shares
|
$4.71 Million
0.0% of portfolio
|
Q4 2024
Added 50.76%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
170,475
shares
|
$4.5 Million
2.47% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
164,908
shares
|
$4.35 Million
0.31% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
156,793
shares
|
$4.13 Million
1.19% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Hamel Associates, Inc.
|
May 06, 2025 Q1 2025 |
154,225
shares
|
$4.07 Million
1.33% of portfolio
|
Q1 2025
Added 267.2%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
153,423
shares
|
$4.05 Million
0.12% of portfolio
|
Q1 2025
Added 318.08%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
151,616
shares
|
$4 Million
0.55% of portfolio
|
Q2 2023
Reduced 1.4%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
143,681
shares
|
$3.79 Million
0.03% of portfolio
|
Q4 2024
Added 39.28%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
140,990
shares
|
$3.72 Million
0.12% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
139,000
shares
|
$3.67 Million
0.12% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
135,982
shares
|
$3.59 Million
0.0% of portfolio
|
Q4 2024
Added 33.01%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Apr 28, 2025 Q1 2025 |
127,107
shares
|
$3.35 Million
3.93% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
118,510
shares
|
$3.13 Million
0.03% of portfolio
|
Q4 2024
Added 22.06%
|