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Public ownership evidence

Schwab International Dividend Equity ETF (SCHY) Ownership Disclosures

Read SCHY insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2825,934$822,886None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2012,360$392,168None
Beacon Pointe Advisors, LLC2026-06-302026-08-1929,784$945,041None
Strive Financial Group ,LLC2026-06-302026-08-18103$3,268None
Corient Private Wealth LP2026-06-302026-08-1835,458$1,125,051None
AMERIFLEX GROUP, INC.2026-06-302026-08-15245$7,774None
SEI INVESTMENTS CO2026-06-302026-08-1511,416$362,230None
Modern Wealth Management, LLC2026-06-302026-08-15601,864$19,097,154None
Mutual Advisors, LLC2026-06-302026-08-15146,456$4,647,054None
PERSPECTIVE WEALTH ADVISORS LLC2026-06-302026-08-1560,077$1,906,230None
Resurgent Financial Advisors LLC2026-06-302026-08-1516,585$526,242None
Western Wealth Management, LLC2026-06-302026-08-1537,162$1,179,159None
MAGNOLIA CAPITAL ADVISORS LLC2026-06-302026-08-15176,650$5,605,075None
Per Stirling Capital Management, LLC.2026-06-302026-08-1518,459$585,720None
OSAIC HOLDINGS, INC.2026-06-302026-08-15186,147$5,906,442None
OSAIC HOLDINGS, INC.2026-06-302026-08-15427,951$13,578,899None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15193$6,132None
Waverly Advisors, LLC2026-06-302026-08-15157,475$4,996,670None
Asset Management Group, Inc.2026-06-302026-08-1537,899$1,202,550None
&PARTNERS2026-06-302026-08-1510,532$334,180None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1540$1,270None
MAI Capital Management2026-06-302026-08-15112,936$3,583,460None
Cerity Partners LLC2026-06-302026-08-1514,715$466,910None
Cerity Partners LLC2026-06-302026-08-1510,140$321,730None
Cresset Asset Management, LLC2026-06-302026-08-153,706,911$117,620,300None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1523,900$758,347None
ROYAL BANK OF CANADA2026-06-302026-08-152,108$67,000None
ROYAL BANK OF CANADA2026-06-302026-08-1516,676$529,000None
ROYAL BANK OF CANADA2026-06-302026-08-1591,984$2,919,000None
ROYAL BANK OF CANADA2026-06-302026-08-15780$25,000None
Larson Financial Group LLC2026-06-302026-08-151,657$52,565None
World Investment Advisors2026-06-302026-08-1547,351$1,499,201None
PEAPACK GLADSTONE FINANCIAL CORP2026-06-302026-08-1515,800$501,000None
TWO SIGMA SECURITIES, LLC2026-06-302026-08-157,353$233,311None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1540,339$1,279,956None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1553,638$1,701,931None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1535,212$1,117,291None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15602$19,090None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15155,135$4,922,434None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15172,445$5,471,673None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1590,400$2,868,392None
Orographic Financial Advisors, LLC2026-06-302026-08-1434,059$1,130,000None
Downshift Financial, LLC2026-06-302026-08-143,848$122,106None
IF Advisors, LLC2026-06-302026-08-1414,306$453,929None
Pathstone Holdings, LLC2026-06-302026-08-14103,110$3,271,680None
Vanguard National Trust Co2026-06-302026-08-1442,807$1,358,266None
Capital Square, LLC2026-06-302026-08-1423,864$765,559None
Inscription Capital, LLC2026-06-302026-08-1411,613$368,475None
Rockefeller Capital Management L.P.2026-06-302026-08-14208$6,600None
D.B. Root & Company, LLC2026-06-302026-08-1430,124$955,821None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Strive Financial Group ,LLC ↗Corient Private Wealth LP ↗AMERIFLEX GROUP, INC. ↗SEI INVESTMENTS CO ↗Modern Wealth Management, LLC ↗Mutual Advisors, LLC ↗PERSPECTIVE WEALTH ADVISORS LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.