Who Owns SCHWAB INT DVD (SCHY)? -- Institutional Holders (2026-06-30)

232 institutions reported holding $537.7M of SCHWAB INT DVD (SCHY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cresset Asset Management, LLC ($117.6M), HAMEL ASSOCIATES, INC. ($25.7M), OSAIC HOLDINGS, INC. ($19.5M), Modern Wealth Management, LLC ($19.1M), Summit Asset Management, LLC ($19.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Cresset Asset Management, LLC	$117.6M	3.7M	Added
2	HAMEL ASSOCIATES, INC.	$25.7M	808,765	Trimmed
3	OSAIC HOLDINGS, INC.	$19.5M	614,098	Added
4	Modern Wealth Management, LLC	$19.1M	601,864	Added
5	Summit Asset Management, LLC	$19.0M	600,081	Trimmed
6	LPL Financial LLC	$17.6M	554,125	Added
7	TriCert Investment Counsel Inc.	$14.7M	463,465	New
8	HighTower Advisors, LLC	$13.8M	436,215	Trimmed
9	BANK OF AMERICA CORP /DE/	$13.3M	417,980	Added
10	Fifth Third Wealth Advisors LLC	$12.2M	383,253	Added
11	IRON Financial LLC	$10.1M	317,888	Added
12	WOODMONT INVESTMENT COUNSEL LLC	$9.5M	300,864	Added
13	TD Waterhouse Canada Inc.	$9.4M	316,645	New
14	Charles Schwab Trust Co	$8.9M	281,092	Trimmed
15	Nuveen, LLC	$7.1M	223,899	New
16	ENVESTNET ASSET MANAGEMENT INC	$7.0M	220,757	Added
17	Robertson Stephens Wealth Management, LLC	$6.7M	209,797	Added
18	LongView Wealth Management	$6.6M	207,312	Added
19	COMMONWEALTH EQUITY SERVICES, LLC	$5.9M	185,716	Added
20	Fiduciary Alliance LLC	$5.8M	182,031	Added
21	MAGNOLIA CAPITAL ADVISORS LLC	$5.6M	176,650	Trimmed
22	OMC Financial Services LTD	$5.3M	167,397	Added
23	LeConte Wealth Management, LLC	$5.1M	160,178	Trimmed
24	Waverly Advisors, LLC	$5.0M	157,475	Added
25	STIFEL FINANCIAL CORP	$4.9M	153,526	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30