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 138 institutions that hold shares in the stock, with a total of 10.6 Million shares, which have been reported (via 13F filing form) to have a value of $267 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
125,426
shares
|
$3.16 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
123,587
shares
|
$3.11 Million
0.43% of portfolio
|
Q4 2024
Reduced 76.46%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
118,510
shares
|
$2.99 Million
0.03% of portfolio
|
Q4 2024
Added 22.06%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
103,110
shares
|
$2.6 Million
0.01% of portfolio
|
Q2 2024
Reduced 17.09%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
92,469
shares
|
$2.33 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.65%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
85,860
shares
|
$2.16 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
82,936
shares
|
$2.09 Million
0.03% of portfolio
|
Q4 2024
Reduced 23.63%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
82,583
shares
|
$2.08 Million
0.01% of portfolio
|
Q4 2024
Added 21.42%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Feb 06, 2025 Q4 2024 |
81,313
shares
|
$2.05 Million
1.67% of portfolio
|
Q4 2024
New holding
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
74,847
shares
|
$1.89 Million
0.48% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
72,680
shares
|
$1.83 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
68,218
shares
|
$1.72 Million
0.01% of portfolio
|
Q4 2024
Added 69.1%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
67,508
shares
|
$1.7 Million
0.0% of portfolio
|
Q4 2024
Added 32.56%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
63,581
shares
|
$1.6 Million
0.21% of portfolio
|
Q4 2024
Added 11.87%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
60,542
shares
|
$1.53 Million
0.0% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
54,221
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
53,208
shares
|
$1.34 Million
0.44% of portfolio
|
Q4 2024
Added 6174.53%
|
|
|
Berkeley, Inc
Boise, ID |
Mar 05, 2025 Q4 2024 |
51,664
shares
|
$1.3 Million
0.62% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
50,625
shares
|
$1.28 Million
0.13% of portfolio
|
Q4 2024
Added 23.54%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
46,579
shares
|
$1.17 Million
0.18% of portfolio
|
Q4 2024
Reduced 16.68%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
42,807
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Hamel Associates, Inc.
|
Feb 05, 2025 Q4 2024 |
42,000
shares
|
$1.06 Million
0.32% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
41,390
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.22%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
41,101
shares
|
$1.04 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
40,695
shares
|
$1.03 Million
0.37% of portfolio
|
Q4 2024
Reduced 7.41%
|