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 405 institutions that hold shares in the stock, with a total of 88.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
May 08, 2024 Q1 2024 |
39,180,523
shares
|
$1.39 Billion
1.93% of portfolio
|
Q1 2024
Added 0.99%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
4,418,115
shares
|
$157 Million
0.11% of portfolio
|
Q1 2024
Added 3.18%
|
|
|
Savant Capital, LLC
|
May 03, 2024 Q1 2024 |
3,637,214
shares
|
$129 Million
1.51% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 10, 2024 Q1 2024 |
2,272,282
shares
|
$80.8 Million
0.25% of portfolio
|
Q1 2024
Added 53.37%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
1,823,500
shares
|
$64.9 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.22%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,678,117
shares
|
$59.7 Million
0.21% of portfolio
|
Q2 2023
Reduced 11.87%
|
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
1,644,499
shares
|
$58.5 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
New York Life Investment Management LLC
New York, NY |
May 03, 2024 Q1 2024 |
1,534,987
shares
|
$54.6 Million
0.58% of portfolio
|
Q1 2024
Added 82.45%
|
|
|
Mc Adam, LLC
|
Apr 23, 2024 Q1 2024 |
1,436,955
shares
|
$51.1 Million
3.33% of portfolio
|
Q1 2024
Added 7.09%
|
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
1,405,860
shares
|
$50 Million
0.06% of portfolio
|
Q1 2024
Reduced 2.38%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
1,218,728
shares
|
$43.4 Million
0.07% of portfolio
|
Q1 2024
Added 2.45%
|
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
1,099,846
shares
|
$39.1 Million
0.0% of portfolio
|
Q1 2024
Reduced 20.18%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
1,033,254
shares
|
$36.8 Million
0.56% of portfolio
|
Q1 2024
Reduced 0.57%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
1,012,788
shares
|
$36 Million
0.01% of portfolio
|
Q1 2024
Added 0.93%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
991,936
shares
|
$35.3 Million
9.68% of portfolio
|
Q3 2022
Added 4.04%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
919,897
shares
|
$32.7 Million
0.45% of portfolio
|
Q3 2023
Reduced 1.9%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 02, 2024 Q1 2024 |
888,540
shares
|
$31.6 Million
0.82% of portfolio
|
Q1 2024
Reduced 3.22%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 10, 2024 Q1 2024 |
862,130
shares
|
$30.7 Million
3.9% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 15, 2024 Q1 2024 |
732,487
shares
|
$26.1 Million
3.84% of portfolio
|
Q3 2023
Added 1.89%
|
|
|
Capital Advisors Inc
|
Apr 29, 2024 Q1 2024 |
678,397
shares
|
$24.1 Million
0.53% of portfolio
|
Q1 2024
Reduced 36.57%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
677,322
shares
|
$24.1 Million
8.87% of portfolio
|
Q1 2023
Added 0.32%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
670,026
shares
|
$23.8 Million
0.06% of portfolio
|
Q1 2024
Reduced 10.27%
|
|
|
Pure Financial Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
633,949
shares
|
$22.6 Million
0.71% of portfolio
|
Q1 2024
Added 1.7%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
584,865
shares
|
$20.8 Million
0.05% of portfolio
|
Q1 2024
Added 48.24%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 06, 2024 Q1 2024 |
528,741
shares
|
$18.8 Million
0.57% of portfolio
|
Q1 2024
Added 7.66%
|
|