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 |
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
36,141
shares
|
$1 Million
0.62% of portfolio
|
Q2 2025
Added 62.05%
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
34,620
shares
|
$959,320
0.11% of portfolio
|
Q2 2025
Reduced 11.96%
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
31,634
shares
|
$876,578
0.05% of portfolio
|
Q4 2024
Added 784.87%
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
31,401
shares
|
$870,121
0.07% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
31,238
shares
|
$865,604
0.32% of portfolio
|
Q2 2025
Added 215.19%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
27,362
shares
|
$758,201
0.0% of portfolio
|
Q2 2025
New holding
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
26,676
shares
|
$739,191
0.0% of portfolio
|
Q3 2023
Reduced 60.55%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
24,179
shares
|
$670,000
0.0% of portfolio
|
Q2 2025
Added 12.34%
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
24,035
shares
|
$666,009
0.38% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
22,839
shares
|
$632,868
0.0% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
Myecfo, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
22,639
shares
|
$627,326
0.3% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
21,834
shares
|
$605,020
0.08% of portfolio
|
Q2 2025
Added 3.88%
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
21,794
shares
|
$603,911
0.38% of portfolio
|
Q2 2025
Reduced 27.59%
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
20,870
shares
|
$578,307
0.02% of portfolio
|
Q4 2022
New holding
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
20,445
shares
|
$566,530
0.22% of portfolio
|
Q2 2025
Added 5.85%
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
17,588
shares
|
$487,363
0.0% of portfolio
|
Q2 2025
Added 55.1%
|
|
Asset Advisors Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
17,446
shares
|
$483,428
0.05% of portfolio
|
Q2 2025
Reduced 92.65%
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
17,174
shares
|
$475,891
0.07% of portfolio
|
Q2 2025
Reduced 48.95%
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
16,992
shares
|
$470,848
0.02% of portfolio
|
Q2 2025
New holding
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
16,955
shares
|
$469,823
0.18% of portfolio
|
Q2 2025
Added 6.85%
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
15,800
shares
|
$437,818
0.01% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
15,699
shares
|
$435,019
0.0% of portfolio
|
Q2 2025
Added 83.68%
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
15,550
shares
|
$430,890
0.25% of portfolio
|
Q4 2023
New holding
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
15,428
shares
|
$427,509
0.01% of portfolio
|
Q2 2025
Added 2.85%
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
15,015
shares
|
$416,065
0.06% of portfolio
|
Q4 2022
New holding
|