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 140 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $315 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 |
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
15,015
shares
|
$416,065
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
14,967
shares
|
$414,735
0.0% of portfolio
|
Q2 2025
Added 28.37%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
14,958
shares
|
$414,486
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
14,929
shares
|
$413,682
0.04% of portfolio
|
Q2 2025
Added 9.26%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
14,620
shares
|
$405,120
0.18% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
14,371
shares
|
$398,220
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
14,159
shares
|
$392,345
0.24% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
12,360
shares
|
$342,495
0.0% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
12,350
shares
|
$342,218
0.02% of portfolio
|
Q2 2025
Added 51.98%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
12,016
shares
|
$332,963
0.0% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jul 15, 2025 Q2 2025 |
11,962
shares
|
$331,467
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
11,773
shares
|
$326,229
0.0% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
10,580
shares
|
$293,171
0.22% of portfolio
|
Q2 2025
Added 13.86%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
9,939
shares
|
$275,409
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
9,775
shares
|
$270,865
0.0% of portfolio
|
Q2 2025
Reduced 53.16%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
9,678
shares
|
$268,177
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
9,039
shares
|
$250,470
0.04% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
8,912
shares
|
$246,951
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
8,484
shares
|
$235,091
0.03% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
8,159
shares
|
$226,085
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
8,139
shares
|
$225,531
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
7,555
shares
|
$209,349
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Jul 22, 2025 Q2 2025 |
7,390
shares
|
$204,776
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jul 29, 2025 Q2 2025 |
7,385
shares
|
$204,638
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
6,544
shares
|
$181,334
0.0% of portfolio
|
Q1 2025
Reduced 6.78%
|