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Schwab International Dividend Equity ETF (SCHY) Institutional Ownership

Schwab International Dividend Equity ETF logo
$33.26 -0.09 (-0.27%)
Closing price 04:10 PM Eastern
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$33.38 +0.12 (+0.36%)
As of 07:22 PM Eastern
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Institutional Ownership Changes (13F Filings) for Schwab International Dividend Equity ETF (NYSEARCA:SCHY)

Number of
Institutional Buyers
(last 12 months)
129
Total
Institutional Inflows
(last 12 months)
$196.34M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$11.51M
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SCHY Institutional Buying and Selling by Quarter

Schwab International Dividend Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/10/2026 Vawter Financial Ltd.7,692$242K0.1%N/A0.009%
11/10/2026 HighTower Advisors LLC454,849$14.28M0.0%N/A0.554%
11/9/2026 Silver Oak Securities Incorporated13,355$440K0.0%N/A0.016%
11/9/2026 Harbour Investments Inc.6,355$200K0.0%N/A0.008%
11/7/2026 Hamel Associates Inc.869,100$27.29M7.4%N/A1.061%
11/6/2026 ProVise Management Group LLC30,585$960K0.1%N/A0.037%
11/6/2026 Valmark Advisers Inc.17,000$534K0.0%N/A0.021%
11/6/2026 Evolution Advisers Inc.17,294$556K0.2%N/A0.021%
11/6/2026 Coston McIsaac & Partners1,031$32K0.0%+131.2%0.001%
11/6/2026 Opus Financial Solutions LLC121,996$3.83M3.4%-1.2%0.149%
11/6/2026 Spectrum Planning & Advisory Services Inc.9,515$299K0.1%N/A0.012%
11/5/2026 D.B. Root & Company LLC21,823$685K0.1%-27.6%0.027%
11/5/2026 D Orazio & Associates Inc.9,039$284K0.0%N/A0.011%
11/4/2026 Simplex Trading LLC842$26K0.0%N/A0.001%
11/4/2026 Villere ST Denis J & Co. LLC44,346$1.39M0.1%N/A0.054%
11/3/2026 Parallel Advisors LLC17,538$551K0.0%+3.1%0.021%
11/2/2026 Kestra Advisory Services LLC70,468$2.21M0.0%+3.1%0.086%
11/2/2026 Commonwealth Equity Services LLC195,107$6.13M0.0%N/A0.238%
10/30/2026 Farrow Financial Inc.128,039$4.02M2.1%+1.3%0.157%
10/30/2026 MFG Investments LLC31,782$998K1.1%N/A0.039%
10/30/2026 CrossGen Wealth LLC58,637$1.84M1.4%+50.7%0.072%
10/29/2026 Landaas & Co. WI ADV23,081$725K0.1%N/A0.028%
10/29/2026 Woodmont Investment Counsel LLC314,162$9.87M0.5%N/A0.385%
10/28/2026 North Star Investment Management Corp.10,309$324K0.0%N/A0.013%
10/27/2026 Lodestar Private Asset Management LLC26,645$837K0.1%-5.0%0.033%
10/24/2026 Apollon Wealth Management LLC68,247$2.14M0.0%N/A0.084%
10/24/2026 IRON Financial LLC320,462$10.06M4.1%N/A0.394%
10/23/2026 Carolina Wealth Advisors LLC148,765$4.67M1.6%+8.7%0.183%
10/23/2026 Fifth Third Wealth Advisors LLC587,270$18.44M0.5%+53.2%0.723%
10/22/2026 Sharkey Howes & Javer6,725$211K0.0%N/A0.008%
10/22/2026 Brookstone Capital Management40,995$1.29M0.0%N/A0.050%
10/22/2026 Root Financial Partners LLC2,073$65K0.0%N/A0.003%
10/21/2026 Bell Bank9,820$308K0.0%N/A0.012%
10/21/2026 Eagle Harbor Asset Management Inc. ADV52,196$1.64M1.2%N/A0.064%
10/20/2026 Redwood Family Wealth LLC11,012$346K0.3%-15.1%0.014%
10/20/2026 Grandview Asset Management LLC17,559$551K0.2%N/A0.022%
10/19/2026 Hidden Cove Wealth Management LLC38,530$1.21M0.6%-3.9%0.047%
10/19/2026 Greg Jennings LLC170,901$5.37M3.6%N/A0.210%
10/19/2026 Capital Square LLC23,310$732K0.3%-2.3%0.029%
10/19/2026 LongView Wealth Management232,683$7.31M1.8%+12.2%0.287%
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10/17/2026 IFP Advisors Inc12,035$378K0.0%+153.2%0.015%
10/17/2026 Robertson Stephens Wealth Management LLC222,479$6.99M0.2%+6.0%0.274%
10/16/2026 Carroll Advisory Group LLC11,980$376K0.1%+13.5%0.015%
10/16/2026 TD Waterhouse Canada Inc.429,113$12.76M0.0%+35.5%0.530%
10/15/2026 First Merchants Corp64,014$2.01M0.1%N/A0.079%
10/15/2026 Charles Schwab Trust Co283,199$8.89M0.5%+0.7%0.350%
10/15/2026 Orgel Wealth Management LLC28,209$886K0.0%+4.7%0.035%
10/15/2026 Myecfo LLC26,817$842K0.3%+4.2%0.033%
10/14/2026 Seelaus Asset Management LLC7,134$224K0.2%N/A0.009%
10/9/2026 Wedmont Private Capital25,533$805K0.0%+1.5%0.032%
10/8/2026 Farther Finance Advisors LLC68,216$2.14M0.0%+3.1%0.084%
10/8/2026 Avidian Wealth Enterprises LLC41,817$1.31M0.0%N/A0.052%
9/23/2026Envestnet Asset Management Inc.220,757$7.01M0.0%+354.5%0.278%
9/15/2026 Anchor Investment Management LLC7,880$250K0.0%+4.1%0.010%
9/9/2026Sequoia Financial Advisors LLC86,679$2.75M0.0%-25.1%0.115%
9/9/2026Cahill Financial Advisors Inc.138,764$4.40M0.4%+13.4%0.183%
9/9/2026Integrated Wealth Concepts LLC99,156$3.15M0.0%-6.8%0.131%
9/9/2026NewEdge Advisors LLC33,397$1.06M0.0%+6.7%0.044%
9/9/2026 IFP Advisors Inc4,753$151K0.0%+4,653.0%0.006%
9/8/2026Waverly Advisors LLC157,475$5.00M0.0%+5.8%0.208%
8/27/2026Corient Private Wealth LP25,934$823K0.0%-23.3%0.034%
8/22/2026 TD Waterhouse Canada Inc.316,645$9.42M0.0%N/A0.418%
8/21/2026 Acorn Wealth Advisors LLC28,892$917K0.2%+9.1%0.038%
8/20/2026 Orgel Wealth Management LLC26,943$855K0.0%+80.2%0.036%
8/13/2026 Capital Square LLC23,864$766K0.3%N/A0.032%
7/10/2026 Charles Schwab Trust Co281,092$8.92M0.5%-1.1%0.384%
7/10/2026 Carolina Wealth Advisors LLC136,901$4.34M1.7%+4.6%0.187%
7/8/2026Strategic Investment Solutions Inc. IL3,767$120K0.0%+57.8%0.005%
7/7/2026 Integral Investment Advisors Inc.7,399$235K0.1%N/A0.010%
6/18/2026 Western Wealth Management LLC38,131$1.21M0.0%N/A0.055%
6/3/2026NewEdge Advisors LLC31,291$991K0.0%+2.5%0.045%
5/22/2026WNY Asset Management LLC8,047$255K0.0%N/A0.012%
5/19/2026 Western Wealth Management LLC38,131$1.21M0.0%N/A0.055%
5/19/2026Orographic Financial Advisors LLC34,218$1.08M0.8%N/A0.049%
5/19/2026NewEdge Advisors LLC31,291$991K0.0%+2.5%0.045%
5/19/2026Bank of America Corp DE416,216$13.18M0.0%+1.4%0.600%
5/18/2026Royal Bank of Canada110,226$3.49M0.0%+39.7%0.159%
5/15/2026 Vawter Financial Ltd.8,068$255K0.1%-60.4%0.012%
5/15/2026Waverly Advisors LLC148,830$4.71M0.0%+20.3%0.214%
5/15/2026Cannell & Spears LLC6,578$204K0.0%N/A0.009%
5/14/2026Modern Wealth Management LLC335,129$10.64M0.2%+3.6%0.483%
5/14/2026Liberty One Investment Management LLC13,655$432K0.0%N/A0.020%
5/14/2026 Sei Investments Co.11,369$360K0.0%+4.4%0.016%
5/13/2026Cetera Investment Advisers50,775$1.61M0.0%+54.7%0.073%
5/8/2026 Summit Asset Management LLC608,034$19.25M2.7%+0.7%0.876%
5/7/2026 Hamel Associates Inc.820,968$25.99M7.4%+16.1%1.183%
5/7/2026 Scarborough Advisors LLC1,811$57K0.0%N/A0.003%
5/6/2026 Assetmark Inc.1,715$54K0.0%-17.2%0.002%
5/6/2026 Independent Financial Group LLC54,448$1.72M0.1%N/A0.078%
5/5/2026 M3 Wealth Management LLC12,374$392K0.3%N/A0.018%
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5/4/2026 Procyon Advisors LLC13,840$438K0.0%N/A0.020%
5/2/2026 Anchor Investment Management LLC7,568$240K0.0%+165.2%0.011%
5/2/2026 Valmark Advisers Inc.17,000$538K0.0%N/A0.024%
5/1/2026 Fifth Third Bancorp6,586$209K0.0%+947.1%0.009%
5/1/2026 Farrow Financial Inc.124,338$3.94M2.2%+53.8%0.180%
5/1/2026Sequoia Financial Advisors LLC115,758$3.67M0.0%-18.4%0.167%
5/1/2026 OMC Financial Services LTD166,350$5.27M2.0%+4.6%0.240%
4/30/2026 Kestra Advisory Services LLC38,012$1.20M0.0%+14.5%0.055%
4/28/2026 Red Mountain Financial LLC141,892$4.49M4.2%+5.6%0.205%
4/28/2026Astoria Portfolio Advisors LLC.50,244$1.62M0.4%+2.3%0.073%


SCHY Institutional Ownership - Frequently Asked Questions

During the previous two years, 191 institutional investors and hedge funds held shares of Schwab International Dividend Equity ETF. The most heavily invested institutionals were Cresset Asset Management LLC ($91.49M), Hamel Associates Inc. ($27.29M), Summit Asset Management LLC ($19.25M), Fifth Third Wealth Advisors LLC ($18.44M), Jane Street Group LLC ($17.89M), Osaic Holdings Inc. ($17.43M), and HighTower Advisors LLC ($14.28M).Learn more on Schwab International Dividend Equity ETF's institutional investors.

Of the 172 institutional investors that purchased Schwab International Dividend Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Hamel Associates Inc. ($1.57M), Cresset Asset Management LLC ($1.39M), Jane Street Group LLC ($963.33K), HighTower Advisors LLC ($897.02K), IRON Financial LLC ($457.27K), Envestnet Asset Management Inc. ($456.44K), and TD Waterhouse Canada Inc. ($429.11K).

Institutional investors have bought a total of 6,357,351 shares in the last 24 months. This purchase volume represents approximately $196.34M in transactions.

Of the 32 institutional investors that sold Schwab International Dividend Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sequoia Financial Advisors LLC ($97.25K), Magnolia Capital Advisors LLC ($75.17K), Summit Asset Management LLC ($31.20K), LeConte Wealth Management LLC ($27.29K), Raymond James Financial Inc. ($27.17K), HighTower Advisors LLC ($19.75K), and First Merchants Corp ($13.62K).

Institutional investors have sold a total of 385,448 shares in the last 24 months. This volume of shares sold represents approximately $11.51M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SCHY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/10/2026. New 13F filings are added each quarter as they're published.
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