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 $268 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
8,536
shares
|
$215,021
0.0% of portfolio
|
Q4 2024
Added 144.23%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
7,020
shares
|
$176,833
0.0% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,764
shares
|
$145,195
0.09% of portfolio
|
Q4 2024
Reduced 53.9%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
5,564
shares
|
$140,157
0.07% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
5,222
shares
|
$131,542
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
4,618
shares
|
$116,327
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
4,579
shares
|
$115,345
0.0% of portfolio
|
Q4 2024
Reduced 25.47%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
4,370
shares
|
$110,080
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
3,225
shares
|
$81,237
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
3,125
shares
|
$78,718
0.03% of portfolio
|
Q4 2024
Added 11.21%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,517
shares
|
$63,403
0.0% of portfolio
|
Q4 2024
Added 25.41%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
2,299
shares
|
$57,911
0.01% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
2,274
shares
|
$57,282
0.0% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
2,036
shares
|
$51,286
0.0% of portfolio
|
Q4 2024
Added 3535.71%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,858
shares
|
$46,803
0.0% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,614
shares
|
$40,656
0.0% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
1,607
shares
|
$40,480
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,457
shares
|
$36,701
0.0% of portfolio
|
Q2 2024
Added 15.0%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
1,064
shares
|
$26,802
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,039
shares
|
$26,172
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
1,000
shares
|
$25,190
0.0% of portfolio
|
Q2 2024
Reduced 83.33%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
970
shares
|
$24,434
0.0% of portfolio
|
Q4 2024
Reduced 89.39%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
960
shares
|
$24,182
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
822
shares
|
$20,706
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
801
shares
|
$20,177
0.0% of portfolio
|
Q4 2024
Added 51.7%
|