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 157 institutions that hold shares in the stock, with a total of 12.6 Million shares, which have been reported (via 13F filing form) to have a value of $366 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Joule Financial, LLC
|
Nov 03, 2025 Q3 2025 |
9,827
shares
|
$285,867
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
9,139
shares
|
$265,853
0.1% of portfolio
|
Q3 2025
Added 95.61%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
9,039
shares
|
$262,944
0.03% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 04, 2025 Q3 2025 |
8,878
shares
|
$258,261
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Orgel Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
8,806
shares
|
$256,166
0.01% of portfolio
|
Q4 2025
Added 15.55%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
8,800
shares
|
$255,992
0.0% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
8,508
shares
|
$247,497
0.03% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
8,204
shares
|
$238,654
0.0% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
7,555
shares
|
$219,774
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Oct 21, 2025 Q3 2025 |
7,411
shares
|
$215,585
0.23% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Oct 28, 2025 Q3 2025 |
7,385
shares
|
$214,829
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
7,246
shares
|
$210,786
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
7,230
shares
|
$210,320
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
7,165
shares
|
$208,429
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Sharkey, Howes & Javer
|
Jan 13, 2026 Q4 2025 |
6,725
shares
|
$195,630
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
6,603
shares
|
$192,081
0.0% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
6,333
shares
|
$184,226
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
5,773
shares
|
$167,936
0.11% of portfolio
|
Q2 2025
Added 79.01%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
5,717
shares
|
$166,307
0.07% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
4,995
shares
|
$145,304
0.01% of portfolio
|
Q2 2025
Reduced 15.42%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
4,995
shares
|
$145,304
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
4,863
shares
|
$141,464
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
4,806
shares
|
$139,806
0.0% of portfolio
|
Q2 2025
Added 240200.0%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 15, 2026 Q4 2025 |
4,040
shares
|
$117,523
0.07% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,700
shares
|
$107,633
0.0% of portfolio
|
Q3 2025
New holding
|
|