SCHY Institutional Ownership & Shareholders
SCHWAB INTERNATIONAL DVD ETF (SCHY) is currently held by 221 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $512.18M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Cresset Asset Management, Llc is currently the largest disclosed institutional shareholder of SCHY tracked by InsiderSet, reporting ownership valued at approximately $117.62M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $122.88M, representing an estimated gain of +4.48% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed SCHY value among the investors covered in this analysis. Major shareholders include Cresset Asset Management, Llc, Hamel Associates, Inc., Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in SCHWAB INTERNATIONAL DVD ETF (SCHY).
This page ranks the largest institutional SCHY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
221
Total Reported Value
$512.18M
Largest Holder
Cresset Asset Management, Llc
Largest Position
$117.62M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
71
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cresset Asset Management, Llc | 0.43% | 3,706,911 | $117,620,300 | $122,884,100 | +$5,263,800 | +4.48% | |
| Hamel Associates, Inc. | 7.08% | 808,765 | $25,662,113 | $26,810,560 | +$1,148,447 | +4.48% | |
| Osaic Holdings, Inc. | 0.02% | 614,098 | $19,485,341 | $20,357,349 | +$872,008 | +4.48% | |
| Modern Wealth Management, Llc | 0.23% | 601,864 | $19,097,154 | $19,951,792 | +$854,638 | +4.48% | |
| Summit Asset Management, Llc | 2.44% | 600,081 | $19,040,562 | $19,892,685 | +$852,123 | +4.48% | |
| Fifth Third Wealth Advisors Llc | 0.49% | 587,270 | $18,440,285 | $19,468,001 | +$1,027,716 | +5.57% | |
| Lpl Financial Llc | 0.00% | 554,125 | $17,582,380 | $18,369,244 | +$786,864 | +4.48% | |
| Bank Of America Corp | 0.00% | 417,980 | $13,262,499 | $13,856,037 | +$593,538 | +4.48% | |
| Td Waterhouse Canada Inc. | 0.03% | 429,113 | $12,755,453 | $14,225,096 | +$1,469,643 | +11.52% | |
| Iron Financial Llc | 4.19% | 320,462 | $10,062,495 | $10,623,315 | +$560,820 | +5.57% | |
| Woodmont Investment Counsel Llc | 0.52% | 314,162 | $9,864,687 | $10,414,470 | +$549,783 | +5.57% | |
| Charles Schwab Trust Co | 0.51% | 283,199 | $8,892,449 | $9,388,047 | +$495,598 | +5.57% | |
| Longview Wealth Management | 1.76% | 232,683 | $7,306,243 | $7,713,441 | +$407,198 | +5.57% | |
| Nuveen, Llc | 0.00% | 223,899 | $7,104,316 | $7,422,252 | +$317,936 | +4.48% | |
| Envestnet Asset Management Inc | 0.00% | 220,757 | $7,004,626 | $7,318,095 | +$313,469 | +4.48% | |
| Robertson Stephens Wealth Management, Llc | 0.17% | 222,479 | $6,985,853 | $7,375,179 | +$389,326 | +5.57% | |
| Commonwealth Equity Services, Llc | 0.01% | 195,107 | $6,126,375 | $6,467,797 | +$341,422 | +5.57% | |
| Magnolia Capital Advisors Llc | 0.96% | 176,650 | $5,605,075 | $5,855,948 | +$250,873 | +4.48% | |
| Fiduciary Alliance Llc | 0.40% | 168,899 | $5,303,454 | $5,599,002 | +$295,548 | +5.57% | |
| Waverly Advisors, Llc | 0.03% | 157,475 | $4,996,670 | $5,220,296 | +$223,626 | +4.48% | |
| Stifel Financial Corp | 0.00% | 153,526 | $4,871,304 | $5,089,387 | +$218,083 | +4.48% | |
| Red Mountain Financial, Llc | 4.08% | 153,104 | $4,857,978 | $5,075,398 | +$217,420 | +4.48% | |
| Carolina Wealth Advisors, Llc | 1.78% | 148,765 | $4,671,221 | $4,931,560 | +$260,339 | +5.57% | |
| Mutual Advisors, Llc | 0.09% | 146,456 | $4,647,054 | $4,855,016 | +$207,962 | +4.48% | |
| Leconte Wealth Management, Llc | 2.36% | 140,443 | $4,409,896 | $4,655,685 | +$245,789 | +5.57% | |
| Cahill Financial Advisors Inc | 0.42% | 138,764 | $4,402,982 | $4,600,027 | +$197,045 | +4.48% | |
| Mml Investors Services, Llc | 0.01% | 130,589 | $4,143,601 | $4,329,025 | +$185,424 | +4.47% | |
| Farrow Financial, Inc. | 2.14% | 128,039 | $4,020,425 | $4,244,493 | +$224,068 | +5.57% | |
| Opus Financial Solutions Llc | 3.16% | 123,467 | $3,917,618 | $4,092,931 | +$175,313 | +4.47% | |
| Jpmorgan Chase & Co | 0.00% | 122,016 | $3,887,445 | $4,044,830 | +$157,385 | +4.05% | |
| Mai Capital Management | 0.01% | 112,936 | $3,583,460 | $3,743,828 | +$160,368 | +4.48% | |
| Royal Bank Of Canada | 0.00% | 111,548 | $3,540,000 | $3,697,816 | +$157,816 | +4.46% | |
| Noble Family Wealth, Llc | 0.64% | 112,675 | $3,537,995 | $3,735,176 | +$197,181 | +5.57% | |
| Pathstone Holdings, Llc | 0.01% | 103,110 | $3,264,463 | $3,418,097 | +$153,634 | +4.71% | |
| Cetera Investment Advisers | 0.00% | 99,599 | $3,160,285 | $3,301,707 | +$141,422 | +4.47% | |
| Integrated Wealth Concepts Llc | 0.02% | 99,156 | $3,146,225 | $3,287,021 | +$140,796 | +4.48% | |
| Raymond James Financial Inc | 0.00% | 88,850 | $2,819,222 | $2,945,378 | +$126,156 | +4.47% | |
| Sequoia Financial Advisors | 0.01% | 86,679 | $2,750,309 | $2,873,409 | +$123,100 | +4.48% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 84,140 | $2,349,514 | $2,789,241 | +$439,727 | +18.72% | |
| Kestra Advisory Services, Llc | 0.01% | 70,468 | $2,212,701 | $2,336,014 | +$123,313 | +5.57% | |
| Savant Capital, Llc | 0.01% | 65,754 | $2,203,425 | $2,179,745 | -$23,680 | -1.07% | |
| Apollon Wealth Management, Llc | 0.02% | 68,247 | $2,142,966 | $2,262,388 | +$119,422 | +5.57% | |
| Farther Finance Advisors, Llc | 0.02% | 68,216 | $2,141,994 | $2,261,360 | +$119,366 | +5.57% | |
| Exencial Wealth Advisors, Llc | 0.07% | 66,510 | $2,105,721 | $2,204,807 | +$99,086 | +4.71% | |
| Creative Planning | 0.00% | 65,487 | $2,056,303 | $2,170,894 | +$114,591 | +5.57% | |
| First Merchants Corp | 0.07% | 64,014 | $2,010,040 | $2,122,064 | +$112,024 | +5.57% | |
| Perspective Wealth Advisors Llc | 1.05% | 60,077 | $1,906,230 | $1,991,553 | +$85,323 | +4.48% | |
| Astoria Portfolio Advisors Llc. | 0.32% | 59,614 | $1,891,546 | $1,976,204 | +$84,658 | +4.48% | |
| Kohmann Bosshard Financial Services, Llc | 0.16% | 59,034 | $1,873,149 | $1,956,977 | +$83,828 | +4.48% | |
| Crossgen Wealth, Llc | 1.35% | 58,637 | $1,841,204 | $1,943,817 | +$102,613 | +5.57% |
Frequently asked questions about SCHY
Who are the largest institutional holders of SCHY?
The largest institutional holders of SCHY reported in the latest SEC Form 13F filings include Cresset Asset Management, Llc, Hamel Associates, Inc., Osaic Holdings, Inc., Modern Wealth Management, Llc, and Summit Asset Management, Llc. InsiderSet ranks institutional holders by their latest reported SCHY position.
What is SCHY institutional ownership?
This page tracks SCHY positions reported by institutional investment managers through SEC Form 13F. SCHWAB INTERNATIONAL DVD ETF (SCHY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SCHY?
InsiderSet currently tracks 221 institutional managers reporting SCHY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SCHY shareholders.
How much SCHY stock do institutions own?
Institutional investment managers disclosed approximately $512.18M in SCHY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SCHY institutional ownership last updated?
The latest SCHY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SCHY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SCHY position after the reporting date.
Are institutions buying or selling SCHY?
Institutional buying and selling can be analyzed by comparing SCHY positions across consecutive 13F reporting periods. InsiderSet's SCHY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SCHY ownership changes.
How has SCHY institutional ownership changed over time?
InsiderSet tracks SCHY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.