How do I set a price alert for SCHY?

To set a SCHY price alert on Stock Alarm Pro, navigate to the SCHY quote page, select "Set Alert," choose your trigger type (price target, % move, RSI level, MACD, or volume breakout), and set your delivery channel. Stock Alarm Pro supports instant push notifications, SMS, and automated phone call alerts.

Can I get phone call alerts for SCHY?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for SCHY. Phone call alerts ensure you are immediately awakened or interrupted during critical volatility events, overnight earnings moves, or strict stop-loss levels when silent push notifications might be overlooked.

What types of alerts can I set for SCHY?

Stock Alarm Pro supports over 125 trigger types for SCHY: price target alerts (above/below target), intraday percentage moves, RSI overbought/oversold levels, 50-day and 200-day moving average crossovers (golden cross / death cross), relative volume (RVOL) spikes, confirmed earnings date releases, and SEC Form-4 insider transaction filings.

How quickly will I be notified about SCHY price changes?

SCHY alerts are evaluated continuously in real-time against live market telemetry. Notifications are dispatched within sub-second latency via push notifications, SMS, or phone calls as soon as your trigger condition is met across regular, pre-market, and after-hours trading sessions.

Is Stock Alarm Pro free to use for SCHY alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for SCHY and other stocks. Full Pro membership is $20/month or $168/year with a 7-day free trial, unlocking unlimited alerts, phone call delivery, SMS, all 125+ technical indicators, institutional screeners, and real-time market telemetry across web, iOS, and Android.

SCHY Institutional Ownership & 13F Filings

Schwab International Dividend Equity ETF(SCHY)

$32.09—Stale · unknown old

WatchlistAsk SA Chart

Schwab International Dividend Equity ETF(SCHY)

NYSE • Last print unknown ago

$32.09—Stale · unknown old

WatchlistAsk SA Chart Studio

SCHY(SCHY)

SCHY

Institutional Ownership

Top 254 Institutional Holders

Holder	Shares	Date	Change	% Held
Cresset Asset Management, LLC	3.71M	Jun 30, 26	+169.81K	6.61%
HAMEL ASSOCIATES, INC.	808.76K	Jun 30, 26	-12.20K	1.44%
ADVISOR GROUP HOLDINGS, INC.	614.10K	Jun 30, 26	+32.26K	1.09%
Modern Wealth Management, LLC	601.86K	Jun 30, 26	+266.74K	1.07%
Summit Asset Management, LLC	600.08K	Jun 30, 26	-7.95K	1.07%
LPL Financial LLC	554.13K	Jun 30, 26	+87.52K	0.99%
TriCert Investment Counsel Inc.	463.46K	Jun 30, 26	+463.46K	0.83%
HighTower Advisors, LLC	436.21K	Jun 30, 26	-2.27K	0.78%
BANK OF AMERICA CORP /DE/	417.98K	Jun 30, 26	+1.76K	0.75%
Fifth Third Wealth Advisors LLC	383.25K	Jun 30, 26	+375.50K	0.68%
IRON Financial LLC	317.89K	Jun 30, 26	+7.56K	0.57%
TD Waterhouse Canada Inc.	316.64K	Jun 30, 26	+316.64K	0.56%
WOODMONT INVESTMENT COUNSEL LLC	300.86K	Jun 30, 26	+10.32K	0.54%
Charles Schwab Trust Co	281.09K	Jun 30, 26	-3.17K	0.50%
Nuveen, LLC	223.90K	Jun 30, 26	+223.90K	0.40%
ENVESTNET ASSET MANAGEMENT INC	220.76K	Jun 30, 26	+172.19K	0.39%
Robertson Stephens Wealth Management, LLC	209.80K	Jun 30, 26	+9.67K	0.37%
LongView Wealth Management	207.31K	Jun 30, 26	+7.93K	0.37%
COMMONWEALTH EQUITY SERVICES, LLC	185.72K	Jun 30, 26	+22.15K	0.33%
Fiduciary Alliance LLC	182.03K	Jun 30, 26	+14.14K	0.32%
MAGNOLIA CAPITAL ADVISORS LLC	176.65K	Jun 30, 26	-476	0.31%
OMC Financial Services LTD	167.40K	Jun 30, 26	+1.05K	0.30%
LeConte Wealth Management, LLC	160.18K	Jun 30, 26	-11.66K	0.29%
Waverly Advisors, LLC	157.47K	Jun 30, 26	+8.64K	0.28%
STIFEL FINANCIAL CORP	153.53K	Jun 30, 26	-26.20K	0.27%
Red Mountain Financial, LLC	153.10K	Jun 30, 26	+11.21K	0.27%
Mutual Advisors, LLC	146.46K	Jun 30, 26	-5.70K	0.26%
CAHILL FINANCIAL ADVISORS INC	138.76K	Jun 30, 26	+16.35K	0.25%
Carolina Wealth Advisors, LLC	136.90K	Jun 30, 26	+6.04K	0.24%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	133.00K	Jun 30, 26	+3.23K	0.24%
MML INVESTORS SERVICES, LLC	130.59K	Jun 30, 26	+68.80K	0.23%
Farrow Financial Inc.	126.38K	Jun 30, 26	+2.04K	0.23%
Opus Financial Solutions LLC	123.47K	Jun 30, 26	-5.95K	0.22%
JPMORGAN CHASE & CO	122.02K	Jun 30, 26	+44.73K	0.22%
MAI Capital Management	112.94K	Jun 30, 26	-15.73K	0.20%
Noble Family Wealth, LLC	112.52K	Jun 30, 26	+7.41K	0.20%
ROYAL BANK OF CANADA	111.55K	Jun 30, 26	+1.32K	0.20%
Pathstone Holdings, LLC	103.11K	Jun 30, 26	--	0.18%
Cambridge Investment Research Advisors, Inc.	102.86K	Jun 30, 26	+662	0.18%
Cetera Investment Advisers	99.60K	Jun 30, 26	+48.82K	0.18%
Integrated Wealth Concepts LLC	99.16K	Jun 30, 26	-7.21K	0.18%
RAYMOND JAMES FINANCIAL INC	88.85K	Jun 30, 26	+46.35K	0.16%
Sequoia Financial Advisors, LLC	86.68K	Jun 30, 26	-29.08K	0.15%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	81.69K	Jun 30, 26	+8.42K	0.15%
Kestra Advisory Services, LLC	68.37K	Jun 30, 26	+30.36K	0.12%
Farther Finance Advisors, LLC	66.17K	Jun 30, 26	+3.74K	0.12%
Savant Capital, LLC	65.75K	Jun 30, 26	+65.75K	0.12%
FIRST MERCHANTS CORP	65.36K	Jun 30, 26	-3.92K	0.12%
PERSPECTIVE WEALTH ADVISORS LLC	60.08K	Jun 30, 26	+6.12K	0.11%
Astoria Portfolio Advisors LLC.	59.61K	Jun 30, 26	+9.37K	0.11%
Kohmann Bosshard Financial Services, LLC	59.03K	Jun 30, 26	-748	0.11%
Mariner, LLC	57.99K	Jun 30, 26	-4.22K	0.10%
Bravera Wealth	55.01K	Jun 30, 26	-2.77K	0.10%
Cape Investment Advisory, Inc.	52.34K	Jun 30, 26	+3.02K	0.09%
EAGLE HARBOR ASSET MANAGEMENT INC /ADV	51.97K	Jun 30, 26	+496	0.09%
Creative Planning	50.68K	Jun 30, 26	+3.72K	0.09%
Elequin Securities, LLC	50.28K	Jun 30, 26	-242.37K	0.09%
M3 Wealth Management, LLC	50.28K	Jun 30, 26	+37.90K	0.09%
Copper Harbor Investment Advisors, LLC	48.97K	Jun 30, 26	+48.97K	0.09%
Inspire Advisors, LLC	47.55K	Jun 30, 26	+10.40K	0.08%
Pensionmark Financial Group, LLC	47.35K	Jun 30, 26	-320	0.08%
Seek First Inc.	44.19K	Jun 30, 26	-1.79K	0.08%
DAVENPORT & Co LLC	43.87K	Jun 30, 26	-387	0.08%
Embree Financial Group	43.65K	Jun 30, 26	-6.38K	0.08%
VILLERE ST DENIS J & CO LLC	43.25K	Jun 30, 26	+43.25K	0.08%
Vanguard National Trust Co	42.81K	Jun 30, 26	--	0.08%
Spinnaker Investment Group, LLC	40.39K	Jun 30, 26	--	0.07%
GOLDMAN SACHS GROUP INC	40.34K	Jun 30, 26	-13.12K	0.07%
Avidian Wealth Solutions, LLC	40.19K	Jun 30, 26	+2.05K	0.07%
Wise Wealth Partners	40.15K	Jun 30, 26	+40.15K	0.07%
Hidden Cove Wealth Management, LLC	40.09K	Jun 30, 26	+5.92K	0.07%
CrossGen Wealth, LLC	38.90K	Jun 30, 26	+33.50K	0.07%
MORGAN STANLEY	38.52K	Jun 30, 26	+3.32K	0.07%
Asset Management Group, Inc.	37.90K	Jun 30, 26	-1.23K	0.07%
Western Wealth Management, LLC	37.16K	Jun 30, 26	-969	0.07%
Berkeley, Inc	34.26K	Jun 30, 26	+51	0.06%
Orographic Financial Advisors, LLC	34.06K	Jun 30, 26	-159	0.06%
NewEdge Advisors, LLC	33.40K	Jun 30, 26	+2.11K	0.06%
Bryn Mawr Capital Management, LLC	31.63K	Jun 30, 26	--	0.06%
ProVise Management Group, LLC	31.40K	Jun 30, 26	--	0.06%
D.B. Root & Company, LLC	30.12K	Jun 30, 26	+1.70K	0.05%
INDEPENDENT FINANCIAL GROUP, LLC	30.09K	Jun 30, 26	-24.45K	0.05%
Beacon Pointe Advisors, LLC	29.78K	Jun 30, 26	+11.28K	0.05%
Acorn Wealth Advisors, LLC	28.89K	Jun 30, 26	+2.41K	0.05%
LODESTAR PRIVATE ASSET MANAGEMENT LLC	28.05K	Jun 30, 26	+30	0.05%
Orgel Wealth Management, LLC	26.94K	Jun 30, 26	+11.99K	0.05%
CI Private Wealth, LLC	25.93K	Jun 30, 26	-7.89K	0.05%
MYECFO, LLC	25.74K	Jun 30, 26	-2.01K	0.05%
Wedmont Private Capital	25.16K	Jun 30, 26	+184	0.04%
Cerity Partners LLC	24.86K	Jun 30, 26	+11.86K	0.04%
Good Harbor Advisors, Inc.	24.06K	Jun 30, 26	+24.06K	0.04%
AQR CAPITAL MANAGEMENT LLC	23.90K	Jun 30, 26	+23.90K	0.04%
Capital Square, LLC	23.86K	Jun 30, 26	-1.96K	0.04%
Hendershot Investments Inc.	23.32K	Jun 30, 26	+14.14K	0.04%
LANDAAS & CO /WI /ADV	23.08K	Jun 30, 26	+100	0.04%
Janney Montgomery Scott LLC	21.03K	Jun 30, 26	+2.47K	0.04%
Mengis Capital Management, Inc.	19.14K	Jun 30, 26	+802	0.03%
COWA, LLC	18.85K	Jun 30, 26	+29	0.03%
Per Stirling Capital Management, LLC.	18.46K	Jun 30, 26	-3.17K	0.03%
Parallel Advisors, LLC	17.02K	Jun 30, 26	+1.66K	0.03%
Valmark Advisers, Inc.	17.00K	Jun 30, 26	--	0.03%
Heritage Wealth Management, Inc.	17.00K	Jun 30, 26	+17.00K	0.03%
Resurgent Financial Advisors LLC	16.59K	Jun 30, 26	+493	0.03%
Tradition Wealth Management, LLC	16.15K	Jun 30, 26	+194	0.03%
PEAPACK GLADSTONE FINANCIAL CORP	15.80K	Jun 30, 26	--	0.03%
PW Nova Financial Services LLC	15.36K	Jun 30, 26	-1.39K	0.03%
WESTBOURNE INVESTMENTS, INC.	14.60K	Jun 30, 26	--	0.03%
Clarity Capital Advisors, LLC	14.58K	Jun 30, 26	--	0.03%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	14.41K	Jun 30, 26	-157	0.03%
Gateway Wealth Partners, LLC	14.39K	Jun 30, 26	+14.39K	0.03%
IF Advisors, LLC	14.31K	Jun 30, 26	-6.55K	0.03%
UBS Group AG	14.03K	Jun 30, 26	+5.90K	0.03%
Texas Capital Bank Wealth Management Services Inc	13.99K	Jun 30, 26	--	0.02%
Keystone Financial Group, Inc.	13.48K	Jun 30, 26	-5.96K	0.02%
LIBERTY ONE INVESTMENT MANAGEMENT, LLC	13.29K	Jun 30, 26	-360	0.02%
FMR LLC	12.98K	Jun 30, 26	+1.71K	0.02%
Redwood Family Wealth LLC	12.97K	Jun 30, 26	+4.42K	0.02%
HOHIMER WEALTH MANAGEMENT, LLC	12.86K	Jun 30, 26	+142	0.02%
MERCER GLOBAL ADVISORS INC /ADV	12.36K	Jun 30, 26	+4.06K	0.02%
OPPENHEIMER ASSET MANAGEMENT INC.	12.30K	Jun 30, 26	+194	0.02%
BXM Wealth LLC	11.63K	Jun 30, 26	--	0.02%
Inscription Capital, LLC	11.61K	Jun 30, 26	+11.61K	0.02%
SEI INVESTMENTS CO	11.42K	Jun 30, 26	+47	0.02%
Financial Perspectives, Inc	11.10K	Jun 30, 26	+1.17K	0.02%
Carroll Advisory Group, LLC	10.55K	Jun 30, 26	+10.55K	0.02%
WILEY BROS.-AINTREE CAPITAL, LLC	10.53K	Jun 30, 26	+3.17K	0.02%
Aptus Capital Advisors, LLC	10.42K	Jun 30, 26	-1.14K	0.02%
Souders Financial Advisors	10.03K	Jun 30, 26	-631	0.02%
Crusonia Wealth Advisors LLC	9.96K	Jun 30, 26	--	0.02%
Joule Financial, LLC	9.93K	Jun 30, 26	-33	0.02%
Bell Bank	9.82K	Jun 30, 26	--	0.02%
NorthCrest Asset Manangement, LLC	9.60K	Jun 30, 26	+9.60K	0.02%
D'Orazio & Associates, Inc.	9.04K	Jun 30, 26	--	0.02%
Wealthspire Advisors, LLC	8.98K	Jun 30, 26	+8.98K	0.02%
Brookstone Capital Management	8.95K	Jun 30, 26	+8.95K	0.02%
FIFTH THIRD BANCORP	8.91K	Jun 30, 26	+2.32K	0.02%
Bruce G. Allen Investments, LLC	8.86K	Jun 30, 26	+23	0.02%
Gutierrez Wealth Advisory, LLC	8.84K	Jun 30, 26	+99	0.02%
North Star Investment Management Corp.	8.79K	Jun 30, 26	+55	0.02%
BENJAMIN EDWARDS INC	8.77K	Jun 30, 26	+8.77K	0.02%
Colony Group, LLC	8.77K	Jun 30, 26	+8.77K	0.02%
CVA Family Office, LLC	8.53K	Jun 30, 26	+14	0.02%
NewCorp Financial Services, Inc.	8.27K	Jun 30, 26	--	0.01%
Advisory Services Network, LLC	8.20K	Jun 30, 26	--	0.01%
Vawter Financial, Ltd.	8.07K	Jun 30, 26	--	0.01%
Anchor Investment Management, LLC	7.88K	Jun 30, 26	+312	0.01%
MCF Advisors LLC	7.76K	Jun 30, 26	+35	0.01%
Sage Investment Counsel LLC	7.48K	Jun 30, 26	+27	0.01%
Atomi Financial Group, Inc.	7.43K	Jun 30, 26	+82	0.01%
INTEGRAL INVESTMENT ADVISORS, INC.	7.40K	Jun 30, 26	+7.40K	0.01%
TWO SIGMA SECURITIES, LLC	7.35K	Jun 30, 26	-9.05K	0.01%
Meridian Financial, LLC	7.17K	Jun 30, 26	+7.17K	0.01%
Steward Partners Investment Advisory, LLC	6.99K	Jun 30, 26	-3.07K	0.01%
PFG Investments, LLC	6.95K	Jun 30, 26	+6.95K	0.01%
Mason Investment Advisory Services, Inc.	6.93K	Jun 30, 26	+6.93K	0.01%
Sharkey, Howes & Javer	6.72K	Jun 30, 26	--	0.01%
TRUIST FINANCIAL CORP	6.72K	Jun 30, 26	+6.72K	0.01%
Spears Abacus Advisors LLC	6.56K	Jun 30, 26	-16	0.01%
Planning Strategies Inc.	6.05K	Jun 30, 26	+6.05K	0.01%
LGT Financial Advisors LLC	5.88K	Jun 30, 26	--	0.01%
SILVER OAK SECURITIES, INCORPORATED	5.85K	Jun 30, 26	+5.85K	0.01%
Redwood Park Advisors LLC	5.77K	Jun 30, 26	--	0.01%
CULLEN/FROST BANKERS, INC.	5.11K	Jun 30, 26	+5.11K	0.01%
Monetary Solutions, Ltd	5.07K	Jun 30, 26	--	0.01%
AE Wealth Management LLC	5.00K	Jun 30, 26	-1.21K	0.01%
Smartleaf Asset Management LLC	4.95K	Jun 30, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	4.95K	Jun 30, 26	+1.45K	0.01%
IFP Advisors, Inc	4.75K	Jun 30, 26	+4.65K	0.01%
Pinnacle Bancorp, Inc.	4.37K	Jun 30, 26	--	0.01%
CALDWELL SUTTER CAPITAL, INC.	4.26K	Jun 30, 26	+163	0.01%
Downshift Financial, LLC	3.85K	Jun 30, 26	+3.85K	0.01%
Strategic Investment Solutions, Inc. /IL	3.77K	Jun 30, 26	+1.38K	0.01%
Hara Capital LLC	3.58K	Jun 30, 26	-292	0.01%
Ashton Thomas Private Wealth, LLC	3.00K	Jun 30, 26	+3.00K	0.01%
WEBSTER BANK, N. A.	2.68K	Jun 30, 26	--	0.00%
Roble, Belko & Company, Inc	2.56K	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	2.55K	Jun 30, 26	-60	0.00%
AdvisorNet Financial, Inc	2.31K	Jun 30, 26	+22	0.00%
Biltmore Family Office, LLC	1.70K	Jun 30, 26	--	0.00%
ASSETMARK, INC	1.69K	Jun 30, 26	-27	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.67K	Jun 30, 26	-68	0.00%
Larson Financial Group LLC	1.66K	Jun 30, 26	+1.66K	0.00%
Allworth Financial LP	1.61K	Jun 30, 26	--	0.00%
Breakwater Investment Management	1.46K	Jun 30, 26	--	0.00%
IMA Wealth, Inc.	1.21K	Jun 30, 26	+1.21K	0.00%
VANGUARD ADVISERS INC	1.19K	Jun 30, 26	+190	0.00%
Parkside Financial Bank & Trust	1.00K	Jun 30, 26	--	0.00%
C M BIDWELL & ASSOCIATES LTD	960	Jun 30, 26	--	0.00%
Farmers & Merchants Trust Co of Chambersburg PA	822	Jun 30, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	625	Jun 30, 26	+625	0.00%
WELLS FARGO & COMPANY/MN	602	Jun 30, 26	+601	0.00%
SIMPLEX TRADING, LLC	539	Jun 30, 26	+327	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	530	Jun 30, 26	--	0.00%
Coston, McIsaac & Partners	446	Jun 30, 26	+446	0.00%
Institute for Wealth Management, LLC.	424	Jun 30, 26	+424	0.00%
Global Retirement Partners, LLC	423	Jun 30, 26	+423	0.00%
Meramec Financial Planners, LLC	422	Jun 30, 26	+5	0.00%
Sunrise Financial Services, LLC	300	Jun 30, 26	--	0.00%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	250	Jun 30, 26	+250	0.00%
AMERIFLEX GROUP, INC.	245	Jun 30, 26	--	0.00%
Rockefeller Capital Management L.P.	208	Jun 30, 26	-1.20K	0.00%
Godfrey Financial Associates, Inc.	204	Jun 30, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	200	Jun 30, 26	--	0.00%
Capital Investment Advisory Services, LLC	200	Jun 30, 26	--	0.00%
SIGNATUREFD, LLC	197	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL ADVISORS	193	Jun 30, 26	+193	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	127	Jun 30, 26	+127	0.00%
Strive Financial Group ,LLC	103	Jun 30, 26	+62	0.00%
Hilton Head Capital Partners, LLC	78	Jun 30, 26	+78	0.00%
DHJJ Financial Advisors, Ltd.	55	Jun 30, 26	--	0.00%
Vision Retirement, LLC	49	Jun 30, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	40	Jun 30, 26	+40	0.00%
SRS Capital Advisors, Inc.	34	Jun 30, 26	-11.79K	0.00%
Atlantic Union Bankshares Corp	32	Jun 30, 26	+32	0.00%
NATIONAL BANK OF CANADA /FI/	25	Jun 30, 26	+25	0.00%
JFS WEALTH ADVISORS, LLC	25	Jun 30, 26	+25	0.00%
Asset Dedication, LLC	8	Jun 30, 26	+5	0.00%
Ameritas Investment Partners, Inc.	2	Jun 30, 26	+2	0.00%
GHP Investment Advisors, Inc.	1	Jun 30, 26	--	0.00%
Innovative Asset Advisors Group, LLC	--	Jun 30, 26	-100	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-489.15K	--
Merkkuri Wealth Advisors LLC	--	Jun 30, 26	-1.38K	--
Qube Research & Technologies Ltd	--	Jun 30, 26	-5.79K	--
Wealth Preservation Advisors, LLC	--	Jun 30, 26	-158	--
WNY Asset Management, LLC	--	Jun 30, 26	-8.05K	--
Scarborough Advisors, LLC	--	Jun 30, 26	-1.81K	--
PNC FINANCIAL SERVICES GROUP, INC.	--	Jun 30, 26	-35	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-139.83K	--
GTS SECURITIES LLC	--	Jun 30, 26	-7.56K	--
Wolfstich Capital, LLC	--	Jun 30, 26	-71.22K	--
Bogart Wealth, LLC	--	Jun 30, 26	-156	--
Procyon Advisors, LLC	--	Jun 30, 26	-13.84K	--
Golden State Equity Partners	--	Jun 30, 26	-500	--
EXENCIAL WEALTH ADVISORS, LLC	66.51K	Mar 31, 26	-7.28K	0.12%
Jaffetilchin Investment Partners, LLC	12.67K	Mar 31, 26	+74	0.02%
Skopos Labs, Inc.	7.75K	Mar 31, 26	+7.75K	0.01%
Red Tortoise LLC	5.81K	Mar 31, 26	+34	0.01%
CWM, LLC	2.69K	Mar 31, 26	+1.72K	0.00%
VANGUARD GROUP INC	43.72K	Dec 31, 25	+18	0.08%
COMERICA BANK	5.96K	Dec 31, 25	+5.34K	0.01%
Accredited Wealth Management, LLC	9.14K	Sep 30, 25	+4.47K	0.02%
West Oak Capital, LLC	--	Sep 30, 25	-645	--
Martin Worley Group	181.69K	Jun 30, 25	+11.21K	0.32%
AVANTAX ADVISORY SERVICES, INC.	17.59K	Jun 30, 25	+6.25K	0.03%
RAYMOND JAMES & ASSOCIATES	39.10K	Sep 30, 24	+6.52K	0.07%
Family Asset Management, LLC	24.04K	Sep 30, 24	-786	0.04%
BlackRock Inc.	1.46K	Jun 30, 24	+190	0.00%
PATHSTONE FAMILY OFFICE, LLC	377.24K	Sep 30, 23	+377.24K	0.67%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	26.68K	Sep 30, 23	-40.94K	0.05%
Veritable, L.P.	377.24K	Jun 30, 23	+81.56K	0.67%
Financial Architects, Inc	151.62K	Jun 30, 23	-2.16K	0.27%
AJ WEALTH STRATEGIES, LLC	20.87K	Jun 30, 23	--	0.04%
BOENNING & SCATTERGOOD, INC.	15.02K	Dec 31, 22	+15.02K	0.03%
Dixon Hughes Goodman Wealth Advisors LLC	50	Mar 31, 22	+50	0.00%

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Holder

Date

Change

% Held

Cresset Asset Management, LLC

3.71M

Jun 30, 26

+169.81K

6.61%

HAMEL ASSOCIATES, INC.

808.76K

Jun 30, 26

-12.20K

1.44%

ADVISOR GROUP HOLDINGS, INC.

614.10K

Jun 30, 26

+32.26K

1.09%

Modern Wealth Management, LLC

601.86K

Jun 30, 26

+266.74K

1.07%

Summit Asset Management, LLC

600.08K

Jun 30, 26

-7.95K

1.07%

LPL Financial LLC

554.13K

Jun 30, 26

+87.52K

0.99%

TriCert Investment Counsel Inc.

463.46K

Jun 30, 26

+463.46K

0.83%

HighTower Advisors, LLC

436.21K

Jun 30, 26

-2.27K

0.78%

BANK OF AMERICA CORP /DE/

417.98K

Jun 30, 26

+1.76K

0.75%

Fifth Third Wealth Advisors LLC

383.25K

Jun 30, 26

+375.50K

0.68%

IRON Financial LLC

317.89K

Jun 30, 26

+7.56K

0.57%

TD Waterhouse Canada Inc.

316.64K

Jun 30, 26

+316.64K

0.56%

WOODMONT INVESTMENT COUNSEL LLC

300.86K

Jun 30, 26

+10.32K

0.54%

Charles Schwab Trust Co

281.09K

Jun 30, 26

-3.17K

0.50%

Nuveen, LLC

223.90K

Jun 30, 26

+223.90K

0.40%

ENVESTNET ASSET MANAGEMENT INC

220.76K

Jun 30, 26

+172.19K

0.39%

Robertson Stephens Wealth Management, LLC

209.80K

Jun 30, 26

+9.67K

0.37%

LongView Wealth Management

207.31K

Jun 30, 26

+7.93K

0.37%

COMMONWEALTH EQUITY SERVICES, LLC

185.72K

Jun 30, 26

+22.15K

0.33%

Fiduciary Alliance LLC

182.03K

Jun 30, 26

+14.14K

0.32%

MAGNOLIA CAPITAL ADVISORS LLC

176.65K

Jun 30, 26

-476

0.31%

OMC Financial Services LTD

167.40K

Jun 30, 26

+1.05K

0.30%

LeConte Wealth Management, LLC

160.18K

Jun 30, 26

-11.66K

0.29%

Waverly Advisors, LLC

157.47K

Jun 30, 26

+8.64K

0.28%

STIFEL FINANCIAL CORP

153.53K

Jun 30, 26

-26.20K

0.27%

Red Mountain Financial, LLC

153.10K

Jun 30, 26

+11.21K

0.27%

Mutual Advisors, LLC

146.46K

Jun 30, 26

-5.70K

0.26%

CAHILL FINANCIAL ADVISORS INC

138.76K

Jun 30, 26

+16.35K

0.25%

Carolina Wealth Advisors, LLC

136.90K

Jun 30, 26

+6.04K

0.24%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

133.00K

Jun 30, 26

+3.23K

0.24%

MML INVESTORS SERVICES, LLC

130.59K

Jun 30, 26

+68.80K

0.23%

Farrow Financial Inc.

126.38K

Jun 30, 26

+2.04K

0.23%

Opus Financial Solutions LLC

123.47K

Jun 30, 26

-5.95K

0.22%

JPMORGAN CHASE & CO

122.02K

Jun 30, 26

+44.73K

0.22%

MAI Capital Management

112.94K

Jun 30, 26

-15.73K

0.20%

Noble Family Wealth, LLC

112.52K

Jun 30, 26

+7.41K

0.20%

ROYAL BANK OF CANADA

111.55K

Jun 30, 26

+1.32K

0.20%

Pathstone Holdings, LLC

103.11K

Jun 30, 26

0.18%

Cambridge Investment Research Advisors, Inc.

102.86K

Jun 30, 26

+662

0.18%

Cetera Investment Advisers

99.60K

Jun 30, 26

+48.82K

0.18%

Integrated Wealth Concepts LLC

99.16K

Jun 30, 26

-7.21K

0.18%

RAYMOND JAMES FINANCIAL INC

88.85K

Jun 30, 26

+46.35K

0.16%

Sequoia Financial Advisors, LLC

86.68K

Jun 30, 26

-29.08K

0.15%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

81.69K

Jun 30, 26

+8.42K

0.15%

Kestra Advisory Services, LLC

68.37K

Jun 30, 26

+30.36K

0.12%

Farther Finance Advisors, LLC

66.17K

Jun 30, 26

+3.74K

0.12%

Savant Capital, LLC

65.75K

Jun 30, 26

+65.75K

0.12%

FIRST MERCHANTS CORP

65.36K

Jun 30, 26

-3.92K

0.12%

PERSPECTIVE WEALTH ADVISORS LLC

60.08K

Jun 30, 26

+6.12K

0.11%

Astoria Portfolio Advisors LLC.

59.61K

Jun 30, 26

+9.37K

0.11%

Kohmann Bosshard Financial Services, LLC

59.03K

Jun 30, 26

-748

0.11%

Mariner, LLC

57.99K

Jun 30, 26

-4.22K

0.10%

Bravera Wealth

55.01K

Jun 30, 26

-2.77K

0.10%

Cape Investment Advisory, Inc.

52.34K

Jun 30, 26

+3.02K

0.09%

EAGLE HARBOR ASSET MANAGEMENT INC /ADV

51.97K

Jun 30, 26

+496

0.09%

Creative Planning

50.68K

Jun 30, 26

+3.72K

0.09%

Elequin Securities, LLC

50.28K

Jun 30, 26

-242.37K

0.09%

M3 Wealth Management, LLC

50.28K

Jun 30, 26

+37.90K

0.09%

Copper Harbor Investment Advisors, LLC

48.97K

Jun 30, 26

+48.97K

0.09%

Inspire Advisors, LLC

47.55K

Jun 30, 26

+10.40K

0.08%

Pensionmark Financial Group, LLC

47.35K

Jun 30, 26

-320

0.08%

Seek First Inc.

44.19K

Jun 30, 26

-1.79K

0.08%

DAVENPORT & Co LLC

43.87K

Jun 30, 26

-387

0.08%

Embree Financial Group

43.65K

Jun 30, 26

-6.38K

0.08%

VILLERE ST DENIS J & CO LLC

43.25K

Jun 30, 26

+43.25K

0.08%

Vanguard National Trust Co

42.81K

Jun 30, 26

0.08%

Spinnaker Investment Group, LLC

40.39K

Jun 30, 26

0.07%

GOLDMAN SACHS GROUP INC

40.34K

Jun 30, 26

-13.12K

0.07%

Avidian Wealth Solutions, LLC

40.19K

Jun 30, 26

+2.05K

0.07%

Wise Wealth Partners

40.15K

Jun 30, 26

+40.15K

0.07%

Hidden Cove Wealth Management, LLC

40.09K

Jun 30, 26

+5.92K

0.07%

CrossGen Wealth, LLC

38.90K

Jun 30, 26

+33.50K

0.07%

MORGAN STANLEY

38.52K

Jun 30, 26

+3.32K

0.07%

Asset Management Group, Inc.

37.90K

Jun 30, 26

-1.23K

0.07%

Western Wealth Management, LLC

37.16K

Jun 30, 26

-969

0.07%

Berkeley, Inc

34.26K

Jun 30, 26

+51

0.06%

Orographic Financial Advisors, LLC

34.06K

Jun 30, 26

-159

0.06%

NewEdge Advisors, LLC

33.40K

Jun 30, 26

+2.11K

0.06%

Bryn Mawr Capital Management, LLC

31.63K

Jun 30, 26

0.06%

ProVise Management Group, LLC

31.40K

Jun 30, 26

0.06%

D.B. Root & Company, LLC

30.12K

Jun 30, 26

+1.70K

0.05%

INDEPENDENT FINANCIAL GROUP, LLC

30.09K

Jun 30, 26

-24.45K

0.05%

Beacon Pointe Advisors, LLC

29.78K

Jun 30, 26

+11.28K

0.05%

Acorn Wealth Advisors, LLC

28.89K

Jun 30, 26

+2.41K

0.05%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

28.05K

Jun 30, 26

+30

0.05%

Orgel Wealth Management, LLC

26.94K

Jun 30, 26

+11.99K

0.05%

CI Private Wealth, LLC

25.93K

Jun 30, 26

-7.89K

0.05%

MYECFO, LLC

25.74K

Jun 30, 26

-2.01K

0.05%

Wedmont Private Capital

25.16K

Jun 30, 26

+184

0.04%

Cerity Partners LLC

24.86K

Jun 30, 26

+11.86K

0.04%

Good Harbor Advisors, Inc.

24.06K

Jun 30, 26

+24.06K

0.04%

AQR CAPITAL MANAGEMENT LLC

23.90K

Jun 30, 26

+23.90K

0.04%

Capital Square, LLC

23.86K

Jun 30, 26

-1.96K

0.04%

Hendershot Investments Inc.

23.32K

Jun 30, 26

+14.14K

0.04%

LANDAAS & CO /WI /ADV

23.08K

Jun 30, 26

+100

0.04%

Janney Montgomery Scott LLC

21.03K

Jun 30, 26

+2.47K

0.04%

Mengis Capital Management, Inc.

19.14K

Jun 30, 26

+802

0.03%

COWA, LLC

18.85K

Jun 30, 26

+29

0.03%

Per Stirling Capital Management, LLC.

18.46K

Jun 30, 26

-3.17K

0.03%

Parallel Advisors, LLC

17.02K

Jun 30, 26

+1.66K

0.03%

Valmark Advisers, Inc.

17.00K

Jun 30, 26

0.03%

Heritage Wealth Management, Inc.

17.00K

Jun 30, 26

+17.00K

0.03%

Resurgent Financial Advisors LLC

16.59K

Jun 30, 26

+493

0.03%

Tradition Wealth Management, LLC

16.15K

Jun 30, 26

+194

0.03%

PEAPACK GLADSTONE FINANCIAL CORP

15.80K

Jun 30, 26

0.03%

PW Nova Financial Services LLC

15.36K

Jun 30, 26

-1.39K

0.03%

WESTBOURNE INVESTMENTS, INC.

14.60K

Jun 30, 26

0.03%

Clarity Capital Advisors, LLC

14.58K

Jun 30, 26

0.03%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

14.41K

Jun 30, 26

-157

0.03%

Gateway Wealth Partners, LLC

14.39K

Jun 30, 26

+14.39K

0.03%

IF Advisors, LLC

14.31K

Jun 30, 26

-6.55K

0.03%

UBS Group AG

14.03K

Jun 30, 26

+5.90K

0.03%

Texas Capital Bank Wealth Management Services Inc

13.99K

Jun 30, 26

0.02%

Keystone Financial Group, Inc.

13.48K

Jun 30, 26

-5.96K

0.02%

LIBERTY ONE INVESTMENT MANAGEMENT, LLC

13.29K

Jun 30, 26

-360

0.02%

FMR LLC

12.98K

Jun 30, 26

+1.71K

0.02%

Redwood Family Wealth LLC

12.97K

Jun 30, 26

+4.42K

0.02%

HOHIMER WEALTH MANAGEMENT, LLC

12.86K

Jun 30, 26

+142

0.02%

MERCER GLOBAL ADVISORS INC /ADV

12.36K

Jun 30, 26

+4.06K

0.02%

OPPENHEIMER ASSET MANAGEMENT INC.

12.30K

Jun 30, 26

+194

0.02%

BXM Wealth LLC

11.63K

Jun 30, 26

0.02%

Inscription Capital, LLC

11.61K

Jun 30, 26

+11.61K

0.02%

SEI INVESTMENTS CO

11.42K

Jun 30, 26

+47

0.02%

Financial Perspectives, Inc

11.10K

Jun 30, 26

+1.17K

0.02%

Carroll Advisory Group, LLC

10.55K

Jun 30, 26

+10.55K

0.02%

WILEY BROS.-AINTREE CAPITAL, LLC

10.53K

Jun 30, 26

+3.17K

0.02%

Aptus Capital Advisors, LLC

10.42K

Jun 30, 26

-1.14K

0.02%

Souders Financial Advisors

10.03K

Jun 30, 26

-631

0.02%

Crusonia Wealth Advisors LLC

9.96K

Jun 30, 26

0.02%

Joule Financial, LLC

9.93K

Jun 30, 26

-33

0.02%

Bell Bank

9.82K

Jun 30, 26

0.02%

NorthCrest Asset Manangement, LLC

9.60K

Jun 30, 26

+9.60K

0.02%

D'Orazio & Associates, Inc.

9.04K

Jun 30, 26

0.02%

Wealthspire Advisors, LLC

8.98K

Jun 30, 26

+8.98K

0.02%

Brookstone Capital Management

8.95K

Jun 30, 26

+8.95K

0.02%

FIFTH THIRD BANCORP

8.91K

Jun 30, 26

+2.32K

0.02%

Bruce G. Allen Investments, LLC

8.86K

Jun 30, 26

+23

0.02%

Gutierrez Wealth Advisory, LLC

8.84K

Jun 30, 26

+99

0.02%

North Star Investment Management Corp.

8.79K

Jun 30, 26

+55

0.02%

BENJAMIN EDWARDS INC

8.77K

Jun 30, 26

+8.77K

0.02%

Colony Group, LLC

8.77K

Jun 30, 26

+8.77K

0.02%

CVA Family Office, LLC

8.53K

Jun 30, 26

+14

0.02%

NewCorp Financial Services, Inc.

8.27K

Jun 30, 26

0.01%

Advisory Services Network, LLC

8.20K

Jun 30, 26

0.01%

Vawter Financial, Ltd.

8.07K

Jun 30, 26

0.01%

Anchor Investment Management, LLC

7.88K

Jun 30, 26

+312

0.01%

MCF Advisors LLC

7.76K

Jun 30, 26

+35

0.01%

Sage Investment Counsel LLC

7.48K

Jun 30, 26

+27

0.01%

Atomi Financial Group, Inc.

7.43K

Jun 30, 26

+82

0.01%

INTEGRAL INVESTMENT ADVISORS, INC.

7.40K

Jun 30, 26

+7.40K

0.01%

TWO SIGMA SECURITIES, LLC

7.35K

Jun 30, 26

-9.05K

0.01%

Meridian Financial, LLC

7.17K

Jun 30, 26

+7.17K

0.01%

Steward Partners Investment Advisory, LLC

6.99K

Jun 30, 26

-3.07K

0.01%

PFG Investments, LLC

6.95K

Jun 30, 26

+6.95K

0.01%

Mason Investment Advisory Services, Inc.

6.93K

Jun 30, 26

+6.93K

0.01%

Sharkey, Howes & Javer

6.72K

Jun 30, 26

0.01%

TRUIST FINANCIAL CORP

6.72K

Jun 30, 26

+6.72K

0.01%

Spears Abacus Advisors LLC

6.56K

Jun 30, 26

-16

0.01%

Planning Strategies Inc.

6.05K

Jun 30, 26

+6.05K

0.01%

LGT Financial Advisors LLC

5.88K

Jun 30, 26

0.01%

SILVER OAK SECURITIES, INCORPORATED

5.85K

Jun 30, 26

+5.85K

0.01%

Redwood Park Advisors LLC

5.77K

Jun 30, 26

0.01%

CULLEN/FROST BANKERS, INC.

5.11K

Jun 30, 26

+5.11K

0.01%

Monetary Solutions, Ltd

5.07K

Jun 30, 26

0.01%

AE Wealth Management LLC

5.00K

Jun 30, 26

-1.21K

0.01%

Smartleaf Asset Management LLC

4.95K

Jun 30, 26

0.01%

HARBOUR INVESTMENTS, INC.

4.95K

Jun 30, 26

+1.45K

0.01%

IFP Advisors, Inc

4.75K

Jun 30, 26

+4.65K

0.01%

Pinnacle Bancorp, Inc.

4.37K

Jun 30, 26

0.01%

CALDWELL SUTTER CAPITAL, INC.

4.26K

Jun 30, 26

+163

0.01%

Downshift Financial, LLC

3.85K

Jun 30, 26

+3.85K

0.01%

Strategic Investment Solutions, Inc. /IL

3.77K

Jun 30, 26

+1.38K

0.01%

Hara Capital LLC

3.58K

Jun 30, 26

-292

0.01%

Ashton Thomas Private Wealth, LLC

3.00K

Jun 30, 26

+3.00K

0.01%

WEBSTER BANK, N. A.

2.68K

Jun 30, 26

0.00%

Roble, Belko & Company, Inc

2.56K

Jun 30, 26

0.00%

CoreCap Advisors, LLC

2.55K

Jun 30, 26

-60

0.00%

AdvisorNet Financial, Inc

2.31K

Jun 30, 26

+22

0.00%

Biltmore Family Office, LLC

1.70K

Jun 30, 26

0.00%

ASSETMARK, INC

1.69K

Jun 30, 26

-27

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.67K

Jun 30, 26

-68

0.00%

Larson Financial Group LLC

1.66K

Jun 30, 26

+1.66K

0.00%

Allworth Financial LP

1.61K

Jun 30, 26

0.00%

Breakwater Investment Management

1.46K

Jun 30, 26

0.00%

IMA Wealth, Inc.

1.21K

Jun 30, 26

+1.21K

0.00%

VANGUARD ADVISERS INC

1.19K

Jun 30, 26

+190

0.00%

Parkside Financial Bank & Trust

1.00K

Jun 30, 26

0.00%

C M BIDWELL & ASSOCIATES LTD

960

Jun 30, 26

0.00%

Farmers & Merchants Trust Co of Chambersburg PA

822

Jun 30, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

625

Jun 30, 26

+625

0.00%

WELLS FARGO & COMPANY/MN

602

Jun 30, 26

+601

0.00%

SIMPLEX TRADING, LLC

539

Jun 30, 26

+327

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

530

Jun 30, 26

0.00%

Coston, McIsaac & Partners

446

Jun 30, 26

+446

0.00%

Institute for Wealth Management, LLC.

424

Jun 30, 26

+424

0.00%

Global Retirement Partners, LLC

423

Jun 30, 26

+423

0.00%

Meramec Financial Planners, LLC

422

Jun 30, 26

0.00%

Sunrise Financial Services, LLC

300

Jun 30, 26

0.00%

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

250

Jun 30, 26

+250

0.00%

AMERIFLEX GROUP, INC.

245

Jun 30, 26

0.00%

Rockefeller Capital Management L.P.

208

Jun 30, 26

-1.20K

0.00%

Godfrey Financial Associates, Inc.

204

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

200

Jun 30, 26

0.00%

Capital Investment Advisory Services, LLC

200

Jun 30, 26

0.00%

SIGNATUREFD, LLC

197

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

193

Jun 30, 26

+193

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

127

Jun 30, 26

+127

0.00%

Strive Financial Group ,LLC

103

Jun 30, 26

+62

0.00%

Hilton Head Capital Partners, LLC

Jun 30, 26

+78

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

Vision Retirement, LLC

Jun 30, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

Jun 30, 26

+40

0.00%

SRS Capital Advisors, Inc.

Jun 30, 26

-11.79K

0.00%

Atlantic Union Bankshares Corp

Jun 30, 26

+32

0.00%

NATIONAL BANK OF CANADA /FI/

Jun 30, 26

+25

0.00%

JFS WEALTH ADVISORS, LLC

Jun 30, 26

+25

0.00%

Asset Dedication, LLC

Jun 30, 26

0.00%

Ameritas Investment Partners, Inc.

Jun 30, 26

0.00%

GHP Investment Advisors, Inc.

Jun 30, 26

0.00%

Innovative Asset Advisors Group, LLC

Jun 30, 26

-100

JANE STREET GROUP, LLC

Jun 30, 26

-489.15K

Merkkuri Wealth Advisors LLC

Jun 30, 26

-1.38K

Qube Research & Technologies Ltd

Jun 30, 26

-5.79K

Wealth Preservation Advisors, LLC

Jun 30, 26

-158

WNY Asset Management, LLC

Jun 30, 26

-8.05K

Scarborough Advisors, LLC

Jun 30, 26

-1.81K

PNC FINANCIAL SERVICES GROUP, INC.

Jun 30, 26

-35

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-139.83K

GTS SECURITIES LLC

Jun 30, 26

-7.56K

Wolfstich Capital, LLC

Jun 30, 26

-71.22K

Bogart Wealth, LLC

Jun 30, 26

-156

Procyon Advisors, LLC

Jun 30, 26

-13.84K

Golden State Equity Partners

Jun 30, 26

-500

EXENCIAL WEALTH ADVISORS, LLC

66.51K

Mar 31, 26

-7.28K

0.12%

Jaffetilchin Investment Partners, LLC

12.67K

Mar 31, 26

+74

0.02%

Skopos Labs, Inc.

7.75K

Mar 31, 26

+7.75K

0.01%

Red Tortoise LLC

5.81K

Mar 31, 26

+34

0.01%

CWM, LLC

2.69K

Mar 31, 26

+1.72K

0.00%

VANGUARD GROUP INC

43.72K

Dec 31, 25

+18

0.08%

COMERICA BANK

5.96K

Dec 31, 25

+5.34K

0.01%

Accredited Wealth Management, LLC

9.14K

Sep 30, 25

+4.47K

0.02%

West Oak Capital, LLC

Sep 30, 25

-645

Martin Worley Group

181.69K

Jun 30, 25

+11.21K

0.32%

AVANTAX ADVISORY SERVICES, INC.

17.59K

Jun 30, 25

+6.25K

0.03%

RAYMOND JAMES & ASSOCIATES

39.10K

Sep 30, 24

+6.52K

0.07%

Family Asset Management, LLC

24.04K

Sep 30, 24

-786

0.04%

BlackRock Inc.

1.46K

Jun 30, 24

+190

0.00%

PATHSTONE FAMILY OFFICE, LLC

377.24K

Sep 30, 23

+377.24K

0.67%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

26.68K

Sep 30, 23

-40.94K

0.05%

Veritable, L.P.

377.24K

Jun 30, 23

+81.56K

0.67%

Financial Architects, Inc

151.62K

Jun 30, 23

-2.16K

0.27%

AJ WEALTH STRATEGIES, LLC

20.87K

Jun 30, 23

0.04%

BOENNING & SCATTERGOOD, INC.

15.02K

Dec 31, 22

+15.02K

0.03%

Dixon Hughes Goodman Wealth Advisors LLC

Mar 31, 22

+50

0.00%