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Schwab International Dividend Equity ETF (SCHY) Institutional Ownership

Schwab International Dividend Equity ETF logo
$32.07 0.00 (0.00%)
As of 07/2/2026 04:10 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)
122
Total
Institutional Inflows
(last 12 months)
$125.45M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$29.77M
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Skip Chart & View Institutional Buying and Selling Data

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
6/18/2026Western 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%
5/19/2026Western 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%
5/15/2026Vawter 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%
5/14/2026Sei Investments Co.11,369$360K0.0%+4.4%0.016%
5/13/2026Cetera Investment Advisers50,775$1.61M0.0%+54.7%0.073%
5/8/2026Summit Asset Management LLC608,034$19.25M2.7%+0.7%0.876%
5/7/2026Hamel Associates Inc.820,968$25.99M7.4%+16.1%1.183%
5/7/2026Scarborough Advisors LLC1,811$57K0.0%N/A0.003%
5/6/2026Assetmark Inc.1,715$54K0.0%-17.2%0.002%
5/6/2026Independent Financial Group LLC54,448$1.72M0.1%N/A0.078%
5/5/2026M3 Wealth Management LLC12,374$392K0.3%N/A0.018%
5/4/2026Procyon Advisors LLC13,840$438K0.0%N/A0.020%
5/2/2026Anchor Investment Management LLC7,568$240K0.0%+165.2%0.011%
5/2/2026Valmark Advisers Inc.17,000$538K0.0%N/A0.024%
5/1/2026Fifth Third Bancorp6,586$209K0.0%+947.1%0.009%
5/1/2026Farrow 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%
5/1/2026OMC Financial Services LTD166,350$5.27M2.0%+4.6%0.240%
4/30/2026Kestra Advisory Services LLC38,012$1.20M0.0%+14.5%0.055%
4/28/2026Red 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%
4/27/2026Hendershot Investments Inc.9,175$290K0.0%N/A0.013%
4/27/2026IRON Financial LLC310,328$9.83M4.3%+8.7%0.450%
4/27/2026World Investment Advisors47,671$1.51M0.0%+10.5%0.069%
4/23/2026Kohmann Bosshard Financial Services LLC59,751$1.89M0.2%-7.3%0.087%
4/23/2026Noble Family Wealth LLC105,112$3.33M0.7%+4.5%0.153%
4/23/2026North Star Investment Management Corp.8,730$276K0.0%+77.6%0.013%
4/23/2026Pinnacle Bancorp Inc.4,372$138K0.0%+12.8%0.006%
4/22/2026Janney Montgomery Scott LLC18,563$588K0.0%+49.3%0.027%
4/22/2026CrossGen Wealth LLC5,403$171K0.2%N/A0.008%
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4/22/2026Keystone Financial Group Inc.19,443$616K0.3%-7.3%0.028%
4/22/2026Merkkuri Wealth Advisors LLC1,380$44K0.0%N/A0.002%
4/21/2026Fiduciary Alliance LLC167,891$5.49M0.3%+12.3%0.245%
4/20/2026Fifth Third Wealth Advisors LLC7,748$245K0.0%N/A0.011%
4/17/2026Webster Bank N. A.2,684$85K0.0%N/A0.004%
4/17/2026Roble Belko & Company Inc2,555$81K0.0%N/A0.004%
4/17/2026First Merchants Corp69,283$2.19M0.1%-10.4%0.101%
3/13/2026World Investment Advisors43,132$1.29M0.0%N/A0.071%
3/9/2026Corient Private Wealth LLC8,252$246K0.0%N/A0.014%
3/5/2026Mengis Capital Management Inc.18,130$541K0.1%+17.4%0.030%
2/27/2026Strategic Investment Solutions Inc. IL2,373$71K0.0%+95.6%0.004%
2/26/2026Anchor Investment Management LLC2,854$85K0.0%+12.4%0.005%
2/24/2026Astoria Portfolio Advisors LLC.49,118$1.47M0.3%+54.1%0.081%
2/23/2026Monetary Solutions Ltd5,072$151K0.1%N/A0.008%
2/19/2026Corient Private Wealth LLC8,252$246K0.0%N/A0.014%
2/18/2026Beacon Pointe Advisors LLC9,354$279K0.0%+23.8%0.015%
2/18/2026NewEdge Advisors LLC30,521$910K0.0%+3.8%0.051%
2/18/2026Crusonia Wealth Advisors LLC9,230$275K0.1%N/A0.015%
2/18/2026Cahill Financial Advisors Inc.115,031$3.43M0.3%+28.2%0.190%
2/18/2026Quadrature Capital Ltd7,866$235K0.0%N/A0.013%
2/18/2026Opus Financial Solutions LLC135,488$4.04M3.8%N/A0.224%
2/17/2026Cetera Investment Advisers32,821$979K0.0%+8.3%0.054%
2/17/2026Osaic Holdings Inc.584,471$17.43M0.0%+7.1%0.968%
2/17/2026Asset Management Group Inc.38,906$1.16M0.2%+46.1%0.064%
2/17/2026&PARTNERS7,150$213K0.0%N/A0.012%
2/17/2026Royal Bank of Canada78,889$2.35M0.0%+6.2%0.131%
2/16/2026Mariner LLC55,370$1.65M0.0%+8.3%0.092%
2/13/2026Kestra Advisory Services LLC33,184$990K0.0%+5.2%0.055%
2/13/2026Inspire Advisors LLC28,610$853K0.1%+12.6%0.047%
2/13/2026Stifel Financial Corp127,498$3.80M0.0%-6.8%0.211%
2/13/2026Magnolia Capital Advisors LLC190,278$5.67M1.2%+62.8%0.315%
2/13/2026Perspective Wealth Advisors LLC45,469$1.36M1.0%N/A0.075%
2/12/2026Jane Street Group LLC600,000$17.89M0.0%+956.6%0.993%
2/12/2026Hohimer Wealth Management LLC9,739$290K0.0%N/A0.016%
2/12/2026Commonwealth Equity Services LLC133,392$3.98M0.0%+5.7%0.221%
2/12/2026Resurgent Financial Advisors LLC15,952$476K0.2%+39.8%0.026%
2/12/2026Cowa LLC18,269$545K0.2%+3.2%0.030%
2/11/2026Scholtz & Company LLC12,157$363K0.2%N/A0.020%
2/11/2026Hamel Associates Inc.707,159$21.09M6.3%+12.1%1.171%
2/11/2026Cerity Partners LLC11,023$329K0.0%+11.8%0.018%
2/11/2026LPL Financial LLC344,939$10.29M0.0%+23.7%0.571%
2/11/2026Franklin Resources Inc.1,635$49K0.0%N/A0.003%
2/11/2026Tradition Wealth Management LLC15,391$459K0.0%-3.9%0.025%
2/11/2026MCF Advisors LLC4,607$137K0.0%N/A0.008%
2/11/2026Clarity Capital Advisors LLC14,577$435K0.2%-6.3%0.024%
2/10/2026Bruce G. Allen Investments LLC11,126$332K0.2%-10.4%0.018%
2/10/2026NewCorp Financial Services Inc.8,267$247K0.2%N/A0.014%
2/10/2026Acorn Wealth Advisors LLC22,755$679K0.2%+4.2%0.038%
2/10/2026Northwestern Mutual Wealth Management Co.117,108$3.49M0.0%+16.9%0.194%
2/9/2026Texas Capital Bank Wealth Management Services Inc13,792$411K0.0%N/A0.023%
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2/9/2026Summit Asset Management LLC603,929$18.01M2.5%-4.9%1.000%
2/6/2026HighTower Advisors LLC409,414$12.21M0.0%-4.6%0.678%
2/4/2026Biltmore Family Office LLC1,700$51K0.0%N/A0.003%
2/4/2026World Investment Advisors43,132$1.25M0.0%N/A0.072%
2/3/2026International Assets Investment Management LLC1,802$54K0.0%N/A0.003%
2/3/2026Sequoia Financial Advisors LLC141,890$4.23M0.0%-22.9%0.237%
2/3/2026D.B. Root & Company LLC19,035$568K0.1%+19.0%0.032%
2/2/2026Hidden Cove Wealth Management LLC30,913$922K0.6%+48.3%0.052%
2/2/2026Souders Financial Advisors13,637$407K0.0%-4.2%0.023%
2/2/2026Robertson Stephens Wealth Management LLC192,597$5.74M0.1%+10.9%0.322%


SCHY Institutional Ownership - Frequently Asked Questions

During the previous two years, 176 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. ($25.99M), Summit Asset Management LLC ($19.25M), Jane Street Group LLC ($17.89M), Osaic Holdings Inc. ($17.43M), Bank of America Corp DE ($13.18M), and HighTower Advisors LLC ($12.21M).Learn more on Schwab International Dividend Equity ETF's institutional investors.

Of the 156 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: Cresset Asset Management LLC ($1.39M), Jane Street Group LLC ($963.33K), Hamel Associates Inc. ($700.38K), HighTower Advisors LLC ($442.17K), Magnolia Capital Advisors LLC ($419.77K), LeConte Wealth Management LLC ($412.59K), and LPL Financial LLC ($347.58K).

Institutional investors have bought a total of 4,326,243 shares in the last 24 months. This purchase volume represents approximately $125.45M in transactions.

Of the 38 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: Asset Advisors Investment Management LLC ($224.55K), LeConte Wealth Management LLC ($205.60K), HighTower Advisors LLC ($106.80K), First Merchants Corp ($95.63K), Magnolia Capital Advisors LLC ($75.17K), Sequoia Financial Advisors LLC ($68.17K), and Summit Asset Management LLC ($57.06K).

Institutional investors have sold a total of 1,058,202 shares in the last 24 months. This volume of shares sold represents approximately $29.77M in transactions.


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This page (NYSEARCA:SCHY) was last updated on 7/5/2026 by MarketBeat.com Staff.
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