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 434 institutions that hold shares in the stock, with a total of 46.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
4,982,980
shares
|
$178 Million
0.12% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
2,851,550
shares
|
$102 Million
0.8% of portfolio
|
Q4 2024
Reduced 10.38%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,678,117
shares
|
$59.9 Million
0.21% of portfolio
|
Q2 2023
Reduced 11.87%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,529,155
shares
|
$54.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,529,134
shares
|
$54.6 Million
0.18% of portfolio
|
Q3 2024
Reduced 34.84%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,508,258
shares
|
$53.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
1,409,450
shares
|
$50.3 Million
2.67% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
1,367,262
shares
|
$48.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,291,748
shares
|
$46.1 Million
0.0% of portfolio
|
Q2 2024
Added 17.45%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
1,261,022
shares
|
$45 Million
2.47% of portfolio
|
Q3 2024
Reduced 15.87%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
1,221,826
shares
|
$43.6 Million
0.07% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
1,036,661
shares
|
$37 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
991,936
shares
|
$35.4 Million
9.68% of portfolio
|
Q3 2022
Added 4.04%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
925,088
shares
|
$33 Million
0.46% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
919,897
shares
|
$32.8 Million
0.45% of portfolio
|
Q3 2023
Reduced 1.9%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
892,224
shares
|
$31.8 Million
3.59% of portfolio
|
Q4 2024
Reduced 19.56%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
677,322
shares
|
$24.2 Million
8.87% of portfolio
|
Q1 2023
Added 0.32%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
618,880
shares
|
$22.1 Million
0.5% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
589,540
shares
|
$21 Million
0.56% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
584,244
shares
|
$20.8 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
535,704
shares
|
$19.1 Million
2.67% of portfolio
|
Q3 2024
Reduced 28.89%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
474,197
shares
|
$16.9 Million
0.77% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
432,110
shares
|
$15.4 Million
0.05% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
413,650
shares
|
$14.8 Million
0.01% of portfolio
|
Q4 2024
Added 29.13%
|
|
|
Life Planning Partners, Inc
|
Jan 29, 2025 Q4 2024 |
375,502
shares
|
$13.4 Million
0.1% of portfolio
|
Q4 2024
Added 3333.0%
|