Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / INTERNL DIVID
-
Total 13F shares
-
11,729,348
-
Share change
-
+750,109
-
Total reported value
-
$327,722,388
-
Price per share
-
$27.94
-
Number of holders
-
145
-
Value change
-
+$21,018,914
-
Number of buys
-
85
-
Number of sells
-
40
Institutional Holders of SCHWAB STRATEGIC TR - INTERNL DIVID (SCHY) as of Q3 2025
As of 30 Sep 2025,
SCHWAB STRATEGIC TR - INTERNL DIVID (SCHY) was held by
145 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
11,729,348 shares.
The largest 10 holders included
Cresset Asset Management, LLC, Summit Asset Management, LLC, HAMEL ASSOCIATES, INC., OSAIC HOLDINGS, INC., HighTower Advisors, LLC, BANK OF AMERICA CORP /DE/, Charles Schwab Trust Co, IRON Financial LLC, LPL Financial LLC, and LeConte Wealth Management, LLC.
This page lists
145
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.