Institutional Ownership Schwab Strategic Tr Intl Small (SCHC)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Small (SCHC). We have compiled data on the 458 institutions that hold shares in the stock, with a total of 44.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,558,500
shares
|
$103 Million
0.05% of portfolio
|
Q1 2025
Reduced 48.66%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
2,526,375
shares
|
$102 Million
0.69% of portfolio
|
Q1 2025
Reduced 11.4%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
2,032,346
shares
|
$81.7 Million
0.23% of portfolio
|
Q1 2025
Added 58.53%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
1,794,961
shares
|
$72.2 Million
2.75% of portfolio
|
Q1 2025
Added 7.84%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,678,117
shares
|
$67.5 Million
0.21% of portfolio
|
Q2 2023
Reduced 11.87%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,542,276
shares
|
$62 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
1,479,262
shares
|
$59.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
1,373,351
shares
|
$55.2 Million
3.09% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,303,691
shares
|
$52.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,291,748
shares
|
$51.9 Million
0.0% of portfolio
|
Q2 2024
Added 17.45%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
1,162,236
shares
|
$46.7 Million
0.07% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
1,157,170
shares
|
$46.5 Million
0.48% of portfolio
|
Q1 2025
Added 11.62%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
991,936
shares
|
$39.9 Million
9.68% of portfolio
|
Q3 2022
Added 4.04%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
919,897
shares
|
$37 Million
0.45% of portfolio
|
Q3 2023
Reduced 1.9%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
878,431
shares
|
$35.3 Million
3.33% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
796,529
shares
|
$32 Million
0.44% of portfolio
|
Q1 2025
Reduced 13.9%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
677,322
shares
|
$27.2 Million
8.87% of portfolio
|
Q1 2023
Added 0.32%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
641,899
shares
|
$25.8 Million
0.6% of portfolio
|
Q1 2025
Added 8.88%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
614,140
shares
|
$24.7 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
474,624
shares
|
$19.1 Million
0.83% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
458,385
shares
|
$18.4 Million
0.01% of portfolio
|
Q1 2025
Added 52.57%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
449,204
shares
|
$18.1 Million
0.0% of portfolio
|
Q1 2025
Added 13.75%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
413,087
shares
|
$16.6 Million
3.38% of portfolio
|
Q1 2025
Added 14.1%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
410,784
shares
|
$16.5 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
369,495
shares
|
$14.9 Million
1.14% of portfolio
|
Q1 2025
Added 6.86%
|