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 139 institutions that hold shares in the stock, with a total of 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $319 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 |
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
101,302
shares
|
$2.81 Million
0.03% of portfolio
|
Q2 2025
Added 7.16%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
97,014
shares
|
$2.69 Million
0.19% of portfolio
|
Q2 2025
Reduced 41.17%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jul 30, 2025 Q2 2025 |
93,405
shares
|
$2.59 Million
1.06% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
84,400
shares
|
$2.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.03%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
79,564
shares
|
$2.2 Million
0.28% of portfolio
|
Q2 2025
Added 14.86%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
79,540
shares
|
$2.2 Million
0.53% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
78,679
shares
|
$2.18 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
77,993
shares
|
$2.16 Million
0.01% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Jul 11, 2025 Q2 2025 |
71,217
shares
|
$1.97 Million
2.38% of portfolio
|
Q2 2025
Reduced 12.42%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
69,055
shares
|
$1.91 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
67,536
shares
|
$1.87 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
67,506
shares
|
$1.87 Million
0.0% of portfolio
|
Q2 2025
Added 6.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
57,983
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2025
Reduced 34.39%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
50,044
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Added 8.58%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
49,161
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Added 18.18%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
45,544
shares
|
$1.26 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
43,190
shares
|
$1.2 Million
0.97% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
42,807
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
40,389
shares
|
$1.12 Million
0.28% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
39,549
shares
|
$1.1 Million
0.05% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
39,522
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,104
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
38,651
shares
|
$1.07 Million
0.39% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Berkeley, Inc
Boise, ID |
Aug 11, 2025 Q2 2025 |
38,626
shares
|
$1.07 Million
0.38% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
38,089
shares
|
$1.06 Million
0.04% of portfolio
|
Q2 2025
Added 3.37%
|