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 126 institutions that hold shares in the stock, with a total of 9.64 Million shares, which have been reported (via 13F filing form) to have a value of $224 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
2,810
shares
|
$65,163
0.03% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,459
shares
|
$57,024
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
2,282
shares
|
$52,919
0.01% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
2,217
shares
|
$51,412
0.01% of portfolio
|
Q2 2024
Reduced 97.79%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
2,206
shares
|
$51,157
0.01% of portfolio
|
Q3 2024
Added 12.72%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,007
shares
|
$46,542
0.0% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,836
shares
|
$42,576
0.0% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,814
shares
|
$42,066
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,650
shares
|
$38,263
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,457
shares
|
$33,787
0.0% of portfolio
|
Q2 2024
Added 15.0%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,450
shares
|
$33,625
0.0% of portfolio
|
Q3 2024
Reduced 65.48%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
1,064
shares
|
$24,674
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
1,000
shares
|
$23,190
0.0% of portfolio
|
Q2 2024
Reduced 83.33%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
960
shares
|
$22,262
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
717
shares
|
$16,627
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
528
shares
|
$12,244
0.0% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
377
shares
|
$8,742
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
367
shares
|
$8,510
0.0% of portfolio
|
Q3 2024
Added 36.94%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
215
shares
|
$4,985
0.0% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
200
shares
|
$4,638
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
145
shares
|
$3,362
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
100
shares
|
$2,319
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
56
shares
|
$1,298
0.0% of portfolio
|
Q3 2024
Reduced 41.05%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
40
shares
|
$927
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
9
shares
|
$208
0.0% of portfolio
|
Q3 2024
New holding
|