SCHY Institutional Ownership
Schwab International Dividend Equity ETF
1W: -2.4%
1M: -5.5%
3M: -2.3%
YTD: +4.3%
1Y: +12.5%
3Y: +52.8%
5Y: +46.8%
$31.32
+0.20 (+0.64%)
Weekly Expected Move ±1.6%
$30
$31
$31
$32
$32
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — SCHY
233
Institutional Holders
+25 vs prior quarter
0.0%
Ownership
+0.00pp
537M
Total Invested
43
New Positions
87
Increased
62
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (250 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Cresset Asset Management, LLC | 3,706,911 | $116M | +169,808 | +4.8% | 13Q | SEC ↗ |
| 2 | HAMEL ASSOCIATES, INC. | 808,765 | $25M | -12,203 | -1.5% | 12Q | SEC ↗ |
| 3 | OSAIC HOLDINGS, INC. | 614,098 | $19M | +32,259 | +5.5% | 21Q | SEC ↗ |
| 4 | Modern Wealth Management, LLC | 601,864 | $19M | +266,735 | +79.6% | 8Q | SEC ↗ |
| 5 | Summit Asset Management, LLC | 600,081 | $19M | -7,953 | -1.3% | 21Q | SEC ↗ |
| 6 | LPL Financial LLC | 554,125 | $17M | +87,515 | +18.8% | 17Q | SEC ↗ |
| 7 | TriCert Investment Counsel Inc. NEW | 463,465 | $15M | — | +0.0% | 1Q | SEC ↗ |
| 8 | HighTower Advisors, LLC | 436,215 | $14M | -2,273 | -0.5% | 15Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 417,980 | $13M | +1,764 | +0.4% | 15Q | SEC ↗ |
| 10 | Fifth Third Wealth Advisors LLC | 383,253 | $12M | +375,505 | +4846.5% | 2Q | SEC ↗ |
| 11 | IRON Financial LLC | 317,888 | $10M | +7,560 | +2.4% | 11Q | SEC ↗ |
| 12 | TD Waterhouse Canada Inc. NEW | 316,645 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 13 | WOODMONT INVESTMENT COUNSEL LLC | 300,864 | $9M | +10,323 | +3.6% | 2Q | SEC ↗ |
| 14 | Charles Schwab Trust Co | 281,092 | $9M | -3,174 | -1.1% | 16Q | SEC ↗ |
| 15 | Nuveen, LLC NEW | 223,899 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 220,757 | $7M | +172,190 | +354.5% | 15Q | SEC ↗ |
| 17 | Robertson Stephens Wealth Management, | 209,797 | $7M | +9,673 | +4.8% | 9Q | SEC ↗ |
| 18 | LongView Wealth Management | 207,312 | $6M | +7,934 | +4.0% | 11Q | SEC ↗ |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 185,716 | $6M | +22,152 | +13.5% | 16Q | SEC ↗ |
| 20 | Fiduciary Alliance LLC | 182,031 | $6M | +14,140 | +8.4% | 5Q | SEC ↗ |
| 21 | MAGNOLIA CAPITAL ADVISORS LLC | 176,650 | $6M | -476 | -0.3% | 9Q | SEC ↗ |
| 22 | OMC Financial Services LTD | 167,397 | $5M | +1,047 | +0.6% | 5Q | SEC ↗ |
| 23 | LeConte Wealth Management, LLC | 160,178 | $5M | -11,657 | -6.8% | 6Q | SEC ↗ |
| 24 | Waverly Advisors, LLC | 157,475 | $5M | +8,645 | +5.8% | 11Q | SEC ↗ |
| 25 | STIFEL FINANCIAL CORP | 153,526 | $5M | -26,203 | -14.6% | 18Q | SEC ↗ |
| 26 | Red Mountain Financial, LLC | 153,104 | $5M | +11,212 | +7.9% | 9Q | SEC ↗ |
| 27 | Mutual Advisors, LLC | 146,456 | $5M | -5,699 | -3.7% | 15Q | SEC ↗ |
| 28 | CAHILL FINANCIAL ADVISORS INC | 138,764 | $4M | +16,352 | +13.4% | 12Q | SEC ↗ |
| 29 | Carolina Wealth Advisors, LLC | 136,901 | $4M | +6,038 | +4.6% | 5Q | SEC ↗ |
| 30 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 133,004 | $4M | +3,225 | +2.5% | 17Q | SEC ↗ |
| 31 | MML INVESTORS SERVICES, LLC | 130,589 | $4M | +68,801 | +111.4% | 15Q | SEC ↗ |
| 32 | Farrow Financial, Inc. | 126,377 | $4M | +2,039 | +1.6% | 3Q | SEC ↗ |
| 33 | Opus Financial Solutions LLC | 123,467 | $4M | -5,947 | -4.6% | 3Q | SEC ↗ |
| 34 | JPMORGAN CHASE & CO | 122,016 | $4M | +44,727 | +57.9% | 11Q | SEC ↗ |
| 35 | MAI Capital Management | 112,936 | $4M | -15,732 | -12.2% | 14Q | SEC ↗ |
| 36 | Noble Family Wealth, LLC | 112,522 | $4M | +7,410 | +7.0% | 14Q | SEC ↗ |
| 37 | ROYAL BANK OF CANADA | 111,548 | $3M | +1,322 | +1.2% | 15Q | SEC ↗ |
| 38 | Pathstone Holdings, LLC | 103,110 | $3M | — | +0.0% | 11Q | SEC ↗ |
| 39 | Cambridge Investment Research Advisors | 102,865 | $3M | +662 | +0.6% | 20Q | SEC ↗ |
| 40 | Cetera Investment Advisers | 99,599 | $3M | +48,824 | +96.2% | 10Q | SEC ↗ |
| 41 | Integrated Wealth Concepts LLC | 99,156 | $3M | -7,210 | -6.8% | 15Q | SEC ↗ |
| 42 | RAYMOND JAMES FINANCIAL INC | 88,850 | $3M | +46,348 | +109.0% | 7Q | SEC ↗ |
| 43 | Sequoia Financial Advisors, LLC | 86,679 | $3M | -29,079 | -25.1% | 4Q | SEC ↗ |
| 44 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 81,694 | $3M | +8,423 | +11.5% | 12Q | SEC ↗ |
| 45 | Kestra Advisory Services, LLC | 68,372 | $2M | +30,360 | +79.9% | 13Q | SEC ↗ |
| 46 | EXENCIAL WEALTH ADVISORS, LLC | 66,510 | $2M | -7,279 | -9.9% | 12Q | SEC ↗ |
| 47 | Farther Finance Advisors, LLC | 66,171 | $2M | +3,742 | +6.0% | 5Q | SEC ↗ |
| 48 | Savant Capital, LLC NEW | 65,754 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 49 | FIRST MERCHANTS CORP | 65,364 | $2M | -3,919 | -5.7% | 18Q | SEC ↗ |
| 50 | PERSPECTIVE WEALTH ADVISORS LLC | 60,077 | $2M | +6,122 | +11.3% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| TriCert Investment Counsel Inc. | 463,465 | $15M |
| TD Waterhouse Canada Inc. | 316,645 | $10M |
| Nuveen, LLC | 223,899 | $7M |
| Savant Capital, LLC | 65,754 | $2M |
| Copper Harbor Investment Advisors, | 48,971 | $2M |
| VILLERE ST DENIS J & CO LLC | 43,246 | $1M |
| Wise Wealth Partners | 40,145 | $1M |
| Good Harbor Advisors, Inc. | 24,058 | $753K |
| AQR CAPITAL MANAGEMENT LLC | 23,900 | $749K |
| Heritage Wealth Management, Inc. | 17,000 | $532K |
| Gateway Wealth Partners, LLC | 14,391 | $451K |
| Inscription Capital, LLC | 11,613 | $364K |
| Carroll Advisory Group, LLC | 10,552 | $330K |
| NorthCrest Asset Manangement, LLC | 9,600 | $301K |
| Wealthspire Advisors, LLC | 8,979 | $281K |
| Brookstone Capital Management | 8,948 | $280K |
| BENJAMIN EDWARDS INC | 8,773 | $275K |
| Focus Partners Wealth | 8,772 | $275K |
| Brooklyn Investment Group | 7,748 | $243K |
| INTEGRAL INVESTMENT ADVISORS, INC. | 7,399 | $232K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 489,154 | $15M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 139,827 | $4M |
| Wolfstich Capital, LLC | 71,217 | $2M |
| PLANWISER FINANCIAL, LLC | 45,469 | $1M |
| Collaborative Wealth Managment Inc. | 14,620 | $458K |
| Procyon Advisors, LLC | 13,840 | $433K |
| Chicago Partners Investment Group L | 13,265 | $415K |
| SCHOLTZ & COMPANY, LLC | 12,157 | $381K |
| WNY Asset Management, LLC | 8,047 | $252K |
| Quadrature Capital Ltd | 7,866 | $246K |
| GTS SECURITIES LLC | 7,561 | $237K |
| BANK OF MONTREAL /CAN | 7,246 | $227K |
| Qube Research & Technologies Ltd | 5,794 | $181K |
| Scarborough Advisors, LLC | 1,811 | $57K |
| FRANKLIN RESOURCES INC | 1,635 | $51K |
| Merkkuri Wealth Advisors LLC | 1,380 | $43K |
| OPTIMA CAPITAL LLC | 1,020 | $32K |
| SageView Advisory Group, LLC | 605 | $19K |
| Ascentis Independent Advisors | 500 | $16K |
| FINANCIAL CONSULATE, INC | 250 | $8K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Elequin Capital, LP | -242,373 | -82.8% | 50,285 |
| Sequoia Financial Advisors, LLC | -29,079 | -25.1% | 86,679 |
| STIFEL FINANCIAL CORP | -26,203 | -14.6% | 153,526 |
| INDEPENDENT FINANCIAL GROUP, LLC | -24,454 | -44.8% | 30,094 |
| MAI Capital Management | -15,732 | -12.2% | 112,936 |
| GOLDMAN SACHS GROUP INC | -13,118 | -24.5% | 40,339 |
| HAMEL ASSOCIATES, INC. | -12,203 | -1.5% | 808,765 |
| Arax Advisory Partners | -11,787 | -99.7% | 34 |
| LeConte Wealth Management, LLC | -11,657 | -6.8% | 160,178 |
| TWO SIGMA SECURITIES, LLC | -9,055 | -55.2% | 7,353 |
| Summit Asset Management, LLC | -7,953 | -1.3% | 600,081 |
| Corient Private Wealth LP | -7,892 | -23.3% | 25,934 |
| EXENCIAL WEALTH ADVISORS, LLC | -7,279 | -9.9% | 66,510 |
| Integrated Wealth Concepts LLC | -7,210 | -6.8% | 99,156 |
| IF Advisors, LLC | -6,554 | -31.4% | 14,306 |
| Embree Financial Group | -6,381 | -12.8% | 43,654 |
| Keystone Financial Group, Inc. | -5,964 | -30.7% | 13,479 |
| Opus Financial Solutions LLC | -5,947 | -4.6% | 123,467 |
| Mutual Advisors, LLC | -5,699 | -3.7% | 146,456 |
| Mariner, LLC | -4,219 | -6.8% | 57,990 |