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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
3,523
shares
|
$102,484
0.0% of portfolio
|
Q3 2025
Reduced 26.39%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
3,423
shares
|
$99,575
0.04% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
2,553
shares
|
$74,266
0.0% of portfolio
|
Q1 2025
Reduced 44.25%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
2,540
shares
|
$73,888
0.01% of portfolio
|
Q3 2025
Reduced 10.06%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
2,337
shares
|
$67,983
0.01% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,909
shares
|
$55,532
0.0% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,614
shares
|
$46,951
0.0% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
1,463
shares
|
$42,558
0.02% of portfolio
|
Q2 2025
Added 37.5%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,457
shares
|
$42,384
0.0% of portfolio
|
Q2 2024
Added 15.0%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
1,213
shares
|
$35,286
0.01% of portfolio
|
Q3 2025
Reduced 40.39%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,000
shares
|
$29,090
0.0% of portfolio
|
Q2 2024
Reduced 83.33%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
970
shares
|
$28,217
0.0% of portfolio
|
Q4 2024
Reduced 89.39%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
964
shares
|
$28,042
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
960
shares
|
$27,926
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
822
shares
|
$23,911
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
807
shares
|
$23,475
0.0% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
751
shares
|
$21,846
0.0% of portfolio
|
Q3 2025
Reduced 15.33%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
629
shares
|
$18,297
0.0% of portfolio
|
Q3 2025
Reduced 45.35%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
612
shares
|
$17,803
0.0% of portfolio
|
Q3 2025
Reduced 9.06%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
411
shares
|
$11,955
0.0% of portfolio
|
Q3 2025
Reduced 18.29%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
377
shares
|
$10,966
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
250
shares
|
$7,272
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
200
shares
|
$5,818
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
199
shares
|
$5,788
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
158
shares
|
$4,596
0.0% of portfolio
|
Q1 2025
New holding
|
|