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Schwab International Dividend Equity ETF (SCHY) Institutional Ownership

$23.08 +0.07 (+0.30%)
(As of 12/20/2024 05:31 PM ET)

Institutional Ownership Changes (13F Filings) for Schwab International Dividend Equity ETF (NYSEARCA:SCHY)

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$47.51M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$44.08M
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SCHY Institutional Buying and Selling by Quarter

Schwab International Dividend Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/26/2024 Peapack Gladstone Financial Corp16,900$442K0.0%-12.9%0.052%
11/25/2024 Sanctuary Advisors LLC20,034$484K0.0%N/A0.062%
11/15/2024 MML Investors Services LLC68,015$1.78M0.0%+5.5%0.210%
11/15/2024 Jane Street Group LLC82,079$2.15M0.0%-71.5%0.253%
11/15/2024 Stifel Financial Corp187,774$4.91M0.0%-9.6%0.580%
11/15/2024 Integrated Wealth Concepts LLC97,095$2.54M0.0%-1.0%0.300%
11/15/2024 HighTower Advisors LLC47,695$1.25M0.0%-31.1%0.147%
11/14/2024 Tradition Wealth Management LLC11,681$306K0.0%+12.2%0.036%
11/13/2024 Acorn Wealth Advisors LLC33,923$888K0.4%+7.9%0.105%
11/12/2024 Cahill Financial Advisors Inc.56,833$1.49M0.2%+8.7%0.175%
11/7/2024 CAP Partners LLC22,517$589K0.4%-41.2%0.069%
11/6/2024 Balboa Wealth Partners11,492$301K0.1%+15.6%0.035%
11/6/2024 Summit Asset Management LLC841,247$22.02M4.1%+1.6%2.596%
11/6/2024 D Orazio & Associates Inc.10,819$283K0.0%-62.9%0.033%
11/6/2024 Oppenheimer Asset Management Inc.10,824$283K0.0%+8.6%0.033%
11/5/2024 Souders Financial Advisors525,047$13.74M1.9%-3.0%1.621%
11/5/2024 Aptus Capital Advisors LLC8,824$231K0.0%-5.9%0.027%
11/1/2024 Cowa LLC33,963$889K0.4%-4.0%0.105%
10/31/2024 Hara Capital LLC4,370$114K0.1%N/A0.013%
10/31/2024 Family Asset Management LLC24,035$629K0.4%-3.2%0.074%
10/30/2024 Avidian Wealth Enterprises LLC32,916$861K0.0%+7.1%0.102%
10/28/2024 IRON Financial LLC173,521$4.54M2.5%+42.1%0.536%
10/24/2024 Wealth Enhancement Advisory Services LLC54,221$1.42M0.0%+0.9%0.167%
10/23/2024 Strategic Investment Solutions Inc. IL12,037$315K0.1%-8.4%0.037%
10/23/2024 Bogart Wealth LLC1,450$38K0.0%-65.5%0.004%
10/22/2024 Greenleaf Trust10,210$267K0.0%N/A0.032%
10/22/2024 FSC Wealth Advisors LLC12,504$327K0.2%N/A0.039%
10/21/2024 Sharkey Howes & Javer11,999$314K0.0%-9.3%0.037%
10/18/2024Embree Financial Group55,903$1.46M0.3%+1.4%0.173%
10/18/2024West Oak Capital LLC54,323$1.42M0.3%-15.1%0.168%
10/18/2024Kohmann Bosshard Financial Services LLC309,856$8.11M1.0%-4.2%0.956%
10/11/2024 Creative Planning9,966$261K0.0%N/A0.031%
10/9/2024 LongView Wealth Management139,334$3.65M1.2%+25.9%0.430%
10/9/2024 Red Mountain Financial LLC116,161$3.04M3.2%+5.7%0.359%
10/9/2024 Charles Schwab Trust Co179,533$4.70M0.4%+1.2%0.554%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors10,321$270K0.0%N/A0.032%
10/7/2024 Myecfo LLC20,672$541K0.3%+13.5%0.064%
10/3/2024 Park Avenue Securities LLC11,564$303K0.0%+10.2%0.036%
9/20/2024 Anchor Investment Management LLC1,957$46K0.0%-21.8%0.006%
8/30/2024 Strategic Investment Solutions Inc. IL13,135$328K0.1%N/A0.041%
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8/28/2024 Souders Financial Advisors541,417$12.76M1.9%+3.9%1.671%
8/16/2024 Northwestern Mutual Wealth Management Co.107,852$2.54M0.0%-2.6%0.333%
8/16/2024 Magnolia Capital Advisors LLC280,405$6.61M0.2%N/A0.865%
8/16/2024 Susquehanna International Group LLP227,130$5.35M0.0%N/A0.701%
8/12/2024 ProVise Management Group LLC56,043$1.32M0.1%-53.1%0.173%
8/12/2024 Carolinas Wealth Consulting LLC2,217$53K0.0%-97.8%0.007%
8/8/2024 Envestnet Asset Management Inc.312,060$7.36M0.0%+3.6%0.963%
8/8/2024 Oppenheimer Asset Management Inc.9,964$235K0.0%N/A0.031%
8/8/2024 Parallel Advisors LLC15,000$354K0.0%N/A0.046%
8/8/2024 D Orazio & Associates Inc.29,170$688K0.1%-4.7%0.090%
8/7/2024 Cahill Financial Advisors Inc.52,305$1.23M0.2%+14.9%0.161%
8/2/2024 Vawter Financial Ltd.20,493$483K0.3%+2.6%0.063%
8/1/2024Embree Financial Group55,121$1.30M0.2%+0.9%0.170%
8/1/2024 Family Asset Management LLC24,821$585K0.4%+6.0%0.077%
7/31/2024 Aptus Capital Advisors LLC9,378$221K0.0%+5.7%0.029%
7/31/2024Commonwealth Equity Services LLC80,191$1.89M0.0%+8.6%0.248%
7/30/2024 Bryn Mawr Capital Management LLC52,664$1.24M0.1%-28.6%0.163%
7/30/2024 International Assets Investment Management LLC1,840$43K0.0%N/A0.006%
7/29/2024 IRON Financial LLC122,096$2.88M1.6%+6.6%0.377%
7/26/2024 Cambridge Investment Research Advisors Inc.75,031$1.77M0.0%-19.4%0.232%
7/25/2024 First Merchants Corp161,221$3.80M0.2%-11.5%0.498%
7/24/2024 Spinnaker Investment Group LLC38,650$911K0.3%-3.0%0.119%
7/22/2024 LongView Wealth Management110,710$2.61M1.0%+22.1%0.342%
7/19/2024 CAP Partners LLC38,293$903K0.7%+5.2%0.118%
7/17/2024 Sharkey Howes & Javer13,235$312K0.1%-25.2%0.041%
7/16/2024 Envestnet Portfolio Solutions Inc.37,166$876K0.0%+4.9%0.115%
7/16/2024 Wealth Enhancement Advisory Services LLC53,752$1.27M0.0%-4.7%0.166%
7/11/2024 Cambridge Advisors Inc.10,050$237K0.1%-11.1%0.031%
7/11/2024Kohmann Bosshard Financial Services LLC323,358$7.62M1.0%-37.2%0.998%
6/21/2024 Cape Investment Advisory Inc.30,966$751K0.4%+16.8%0.096%
5/16/2024 Jane Street Group LLC615,290$14.93M0.0%-49.7%1.899%
5/16/2024 Vawter Financial Ltd.19,972$485K0.4%+58.7%0.062%
5/16/2024 Waverly Advisors LLC94,840$2.30M0.1%+0.8%0.293%
5/14/2024 OLD Mission Capital LLC306,368$7.43M0.1%+302.3%0.946%
5/9/2024 ProVise Management Group LLC119,545$2.90M0.3%-2.8%0.369%
5/9/2024 D Orazio & Associates Inc.30,613$743K0.1%-19.7%0.094%
5/9/2024 Souders Financial Advisors520,931$12.64M2.0%+7.2%1.608%
5/6/2024 Envestnet Portfolio Solutions Inc.35,446$860K0.0%N/A0.109%
5/3/2024Embree Financial Group54,632$1.33M0.3%+1.8%0.169%
5/3/2024 Avidian Wealth Solutions LLC29,106$706K0.0%+7.6%0.090%
5/2/2024 Mutual Advisors LLC64,503$1.57M0.1%+8.3%0.199%
5/2/2024 Bryn Mawr Capital Management LLC73,755$1.79M0.1%-16.7%0.228%
4/30/2024 Concord Wealth Partners2,249$55K0.0%N/A0.007%
4/29/2024Commonwealth Equity Services LLC73,843$1.79M0.0%+9.9%0.228%
4/25/2024 Cambridge Investment Research Advisors Inc.93,093$2.26M0.0%-2.4%0.287%
4/23/2024 IRON Financial LLC114,507$2.78M1.5%+17.4%0.353%
4/23/2024 Hamel Associates Inc.30,000$728K0.2%+87.5%0.093%
4/23/2024 Canvas Wealth Advisors LLC10,355$241K0.1%N/A0.032%
4/23/2024 Principle Wealth Partners LLC349,986$8.49M0.7%-3.2%1.080%
4/18/2024West Oak Capital LLC64,218$1.56M0.7%+2.9%0.198%
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4/18/2024 CAP Partners LLC36,395$883K0.8%+2.1%0.112%
4/16/2024 Cambridge Advisors Inc.11,300$274K0.1%-48.6%0.035%
4/16/2024 LongView Wealth Management90,661$2.20M0.9%+40.9%0.280%
4/16/2024 Wealth Enhancement Advisory Services LLC56,426$1.37M0.0%-2.0%0.174%
4/12/2024 Charles Schwab Trust Co179,787$4.36M0.4%-42.6%0.555%
4/10/2024 Park Avenue Securities LLC9,369$227K0.0%N/A0.030%
4/10/2024 Bruce G. Allen Investments LLC4,714$114K0.1%-38.3%0.015%
3/11/2024 Red Mountain Financial LLC98,056$2.41M3.7%N/A0.310%
2/29/2024 Scarborough Advisors LLC1,659$41K0.0%N/A0.005%
2/14/2024 Cresset Asset Management LLC1,677,467$41.25M0.2%+5.4%5.308%
(Data available from 1/1/2016 forward)

SCHY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHY shares?

During the previous two years, 110 institutional investors and hedge funds held shares of Schwab International Dividend Equity ETF. The most heavily invested institutionals were Cresset Asset Management LLC ($41.25M), Charles Schwab Investment Management Inc. ($26.63M), Summit Asset Management LLC ($22.02M), Souders Financial Advisors ($13.74M), Veritable L.P. ($9.03M), Pathstone Family Office LLC ($8.68M), and Principle Wealth Partners LLC ($8.49M).Learn more on SCHY's institutional investors.

Which institutional investors have been buying Schwab International Dividend Equity ETF stock?

Of the 100 institutional investors that purchased Schwab International Dividend Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Republic Investment Management Inc. ($844.38K), Souders Financial Advisors ($488.35K), Veritable L.P. ($377.24K), Pathstone Family Office LLC ($377.24K), Principle Wealth Partners LLC ($325.58K), Charles Schwab Trust Co ($296.41K), and HighTower Advisors LLC ($282.25K).

How much institutional buying is happening at Schwab International Dividend Equity ETF?

Institutional investors have bought a total of 7,156,437 shares in the last 24 months. This purchase volume represents approximately $168.34M in transactions.

Which Schwab International Dividend Equity ETF major shareholders have been selling company stock?

Of the 49 institutional investors that sold Schwab International Dividend Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Republic Investment Management Inc. ($881.73K), Jane Street Group LLC ($813.04K), Kohmann Bosshard Financial Services LLC ($226.01K), Sharkey Howes & Javer ($194.48K), Bryn Mawr Capital Management LLC ($164.24K), Charles Schwab Investment Management Inc. ($159.71K), and Charles Schwab Trust Co ($157.23K).

How much institutional selling is happening at Schwab International Dividend Equity ETF?

Institutional investors have sold a total of 3,511,541 shares in the last 24 months. This volume of shares sold represents approximately $84.40M in transactions.



This page (NYSEARCA:SCHY) was last updated on 12/22/2024 by MarketBeat.com Staff
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