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Schwab International Dividend Equity ETF (SCHY) Institutional Ownership

$24.38
-0.09 (-0.37%)
(As of 05/28/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$65.34M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$57.44M
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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
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%
5/3/2024 Embree 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%
4/30/2024Concord 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%
4/18/2024 West Oak Capital LLC64,218$1.56M0.7%+2.9%0.198%
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%
3/11/2024Red 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%
2/13/2024 Exencial Wealth Advisors LLC96,031$2.36M0.1%-6.0%0.304%
2/13/2024 Per Stirling Capital Management LLC.25,444$626K0.1%+10.2%0.081%
2/13/2024 Peapack Gladstone Financial Corp23,000$566K0.0%-13.5%0.073%
2/13/2024 Carolinas Wealth Consulting LLC125,189$3.08M0.5%-4.3%0.396%
2/12/2024 Tradition Wealth Management LLC205,409$5.05M0.5%-7.9%0.650%
2/12/2024 Stifel Financial Corp201,020$4.94M0.0%+41.6%0.636%
2/12/2024 CAP Partners LLC35,650$877K0.9%N/A0.113%
2/12/2024Cape Investment Advisory Inc.26,507$652K0.3%+17,571.3%0.084%
2/9/2024 Brogan Financial Inc.10,820$266K0.2%N/A0.034%
2/9/2024 ProVise Management Group LLC122,980$3.02M0.3%-10.3%0.389%
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2/9/2024 Cambridge Investment Research Advisors Inc.95,410$2.35M0.0%-4.5%0.302%
2/8/2024 Clarity Capital Advisors LLC15,550$382K0.3%N/A0.049%
2/8/2024 D Orazio & Associates Inc.38,108$937K0.2%-39.1%0.121%
2/7/2024 Avantax Advisory Services Inc.11,050$272K0.0%-8.3%0.035%
2/7/2024 Acorn Wealth Advisors LLC13,700$337K0.2%+48.7%0.043%
2/7/2024 Principal Securities Inc.12,831$316K0.0%N/A0.041%
2/6/2024 Charles Schwab Investment Management Inc.1,082,918$26.63M0.0%-4.3%3.427%
2/6/2024 Avidian Wealth Solutions LLC27,047$665K0.0%-19.9%0.086%
2/6/2024 Axxcess Wealth Management LLC20,752$510K0.0%+14.4%0.066%
2/6/2024 Summit Asset Management LLC742,336$18.25M4.4%+5.2%2.349%
2/5/2024 Principle Wealth Partners LLC361,413$8.89M0.8%+1.3%1.144%
2/2/2024 Bryn Mawr Capital Management LLC88,504$2.18M0.1%-18.8%0.280%
2/1/2024 Parkside Financial Bank & Trust4,000$98K0.0%N/A0.013%
1/25/2024 First Merchants Corp183,181$4.50M0.4%-21.1%0.580%
1/24/2024 Souders Financial Advisors485,950$11.95M2.0%+5.9%1.538%
1/24/2024 Sowell Financial Services LLC62,818$1.55M0.1%-17.0%0.199%
1/22/2024 Spinnaker Investment Group LLC39,619$974K0.3%+31.6%0.125%
1/19/2024 IRON Financial LLC97,547$2.40M1.4%N/A0.309%
1/19/2024 AdvisorNet Financial Inc1,806$44K0.0%+68.8%0.006%
1/18/2024 West Oak Capital LLC62,398$1.54M0.7%-6.0%0.197%
1/18/2024 Noble Family Wealth LLC74,246$1.83M0.6%+2.4%0.235%
1/17/2024 Red Door Wealth Management LLC8,500$209K0.0%N/A0.027%
1/17/2024 Cambridge Advisors Inc.22,000$541K0.1%-2.0%0.070%
1/16/2024 Myecfo LLC18,474$454K0.3%+3.7%0.058%
1/16/2024 CVA Family Office LLC21,567$530K0.1%-15.7%0.068%
1/16/2024 Raymond James & Associates32,626$802K0.0%+10.0%0.103%
1/12/2024 Mutual Advisors LLC59,543$1.46M0.1%-18.7%0.188%
1/12/2024 Redhawk Wealth Advisors Inc.84,220$2.07M0.4%N/A0.267%
1/11/2024 Bruce G. Allen Investments LLC7,639$188K0.2%N/A0.024%
1/10/2024 Charles Schwab Trust Co313,249$7.70M0.8%+35.1%0.991%
1/9/2024 Kohmann Bosshard Financial Services LLC564,317$13.88M2.1%-1.5%1.786%
1/2/2024 Anchor Investment Management LLC2,299$57K0.0%N/A0.007%
11/16/2023 McCarthy Asset Management Inc.231,890$5.33M3.9%-6.8%0.734%
11/15/2023 Integrated Wealth Concepts LLC222,270$5.11M0.1%+11.2%0.703%
11/15/2023 Axxcess Wealth Management LLC18,147$417K0.0%-64.0%0.057%
11/14/2023 Per Stirling Capital Management LLC.23,087$531K0.1%+24.9%0.073%
11/14/2023 Mutual Advisors LLC73,199$1.68M0.1%-15.7%0.232%
11/13/2023 Stifel Financial Corp141,917$3.26M0.0%+15.8%0.449%
11/13/2023 LPL Financial LLC187,523$4.31M0.0%+41.6%0.593%
11/13/2023 Kestra Advisory Services LLC29,098$669K0.0%+58.1%0.092%
11/8/2023 HighTower Advisors LLC232,401$5.34M0.0%+173.5%0.735%
11/8/2023Pathstone Family Office LLC377,242$8.68M0.1%N/A1.194%
11/8/2023 ProVise Management Group LLC137,167$3.16M0.3%-1.1%0.434%
11/8/2023 Charles Schwab Investment Management Inc.1,131,532$26.03M0.0%-4.3%3.581%
11/8/2023 Sowell Financial Services LLC75,705$1.74M0.1%-12.8%0.240%
11/8/2023 Exencial Wealth Advisors LLC102,202$2.35M0.1%-13.0%0.323%
11/8/2023 Milestone Investment Advisors LLC7,333$169K0.0%-45.5%0.023%
11/8/2023J.P. Morgan Private Wealth Advisors LLC26,676$614K0.0%-60.5%0.084%
11/8/2023 Avantax Advisory Services Inc.12,050$277K0.0%-8.5%0.038%
11/8/2023 Bryn Mawr Capital Management LLC108,953$2.51M0.2%-37.4%0.345%
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11/7/2023 Acorn Wealth Advisors LLC9,213$212K0.1%N/A0.029%
11/6/2023 Summit Asset Management LLC705,878$16.24M4.4%+1.2%2.234%
11/4/2023 Hamel Associates Inc.16,000$368K0.1%N/A0.051%
10/31/2023 Spinnaker Investment Group LLC30,114$693K0.2%-6.7%0.095%
10/31/2023 Sharkey Howes & Javer30,597$704K0.1%-61.4%0.097%
10/30/2023 Cowa LLC30,782$708K0.5%-4.3%0.097%
10/26/2023 Community Bank N.A.183,250$4.22M0.6%N/A0.580%
10/26/2023 Myecfo LLC17,815$410K0.3%+45.7%0.056%
10/26/2023 First Merchants Corp232,091$5.34M0.5%-4.6%0.734%
10/24/2023 Canvas Wealth Advisors LLC13,367$297K0.1%+14.7%0.042%
(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, 102 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 ($18.25M), Jane Street Group LLC ($14.93M), Kohmann Bosshard Financial Services LLC ($13.88M), Souders Financial Advisors ($12.64M), and Veritable L.P. ($9.03M).Learn more on SCHY's institutional investors.

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

Of the 93 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), Kohmann Bosshard Financial Services LLC ($585.63K), Souders Financial Advisors ($467.86K), Veritable L.P. ($377.24K), Pathstone Family Office LLC ($377.24K), Charles Schwab Trust Co ($337.02K), and Principle Wealth Partners LLC ($325.58K).

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

Institutional investors have bought a total of 8,144,945 shares in the last 24 months. This purchase volume represents approximately $187.47M in transactions.

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

Of the 43 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. ($997.65K), Jane Street Group LLC ($607.60K), Sharkey Howes & Javer ($188.80K), Charles Schwab Investment Management Inc. ($159.71K), Charles Schwab Trust Co ($157.23K), Bryn Mawr Capital Management LLC ($143.15K), and Flow Traders U.S. LLC ($107.35K).

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

Institutional investors have sold a total of 3,169,580 shares in the last 24 months. This volume of shares sold represents approximately $74.57M in transactions.


This page (NYSEARCA:SCHY) was last updated on 5/28/2024 by MarketBeat.com Staff

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