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 156 institutions that hold shares in the stock, with a total of 12.6 Million shares, which have been reported (via 13F filing form) to have a value of $367 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,274,507
shares
|
$95.3 Million
0.43% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
635,132
shares
|
$18.5 Million
2.78% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Hamel Associates, Inc.
|
Nov 12, 2025 Q3 2025 |
630,548
shares
|
$18.3 Million
5.42% of portfolio
|
Q3 2025
Added 16.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
545,747
shares
|
$15.9 Million
0.02% of portfolio
|
Q3 2025
Added 14.27%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
429,163
shares
|
$12.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.86%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
377,242
shares
|
$11 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
366,866
shares
|
$10.7 Million
0.0% of portfolio
|
Q3 2025
Added 17.06%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
294,245
shares
|
$8.56 Million
0.57% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
281,189
shares
|
$8.18 Million
3.83% of portfolio
|
Q3 2025
Added 14.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
278,792
shares
|
$8.11 Million
0.0% of portfolio
|
Q3 2025
Added 24.12%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Oct 16, 2025 Q3 2025 |
234,285
shares
|
$6.82 Million
4.37% of portfolio
|
Q3 2025
Reduced 20.47%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
233,842
shares
|
$6.8 Million
0.13% of portfolio
|
Q3 2025
Added 61.06%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
186,652
shares
|
$5.43 Million
1.41% of portfolio
|
Q3 2025
Added 12.02%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
183,929
shares
|
$5.35 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
181,686
shares
|
$5.29 Million
2.71% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
173,615
shares
|
$5.05 Million
0.15% of portfolio
|
Q3 2025
Added 13.5%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
158,587
shares
|
$4.61 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Oct 21, 2025 Q3 2025 |
158,438
shares
|
$4.61 Million
1.67% of portfolio
|
Q3 2025
Added 69.62%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
151,616
shares
|
$4.41 Million
0.55% of portfolio
|
Q2 2023
Reduced 1.4%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
140,737
shares
|
$4.09 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
136,856
shares
|
$3.98 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 14, 2025 Q3 2025 |
131,970
shares
|
$3.84 Million
3.74% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
127,844
shares
|
$3.72 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
126,256
shares
|
$3.67 Million
0.0% of portfolio
|
Q3 2025
Reduced 22.26%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
116,847
shares
|
$3.4 Million
0.91% of portfolio
|
Q3 2025
Reduced 39.15%
|
|