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 506 institutions that hold shares in the stock, with a total of 77.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
32,787,397
shares
|
$1.47 Billion
2.05% of portfolio
|
Q2 2025
Added 2177.01%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
3,421,181
shares
|
$153 Million
0.38% of portfolio
|
Q2 2025
Added 68.34%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
2,400,384
shares
|
$107 Million
0.61% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
1,925,206
shares
|
$86.1 Million
3.13% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,678,117
shares
|
$75 Million
0.21% of portfolio
|
Q2 2023
Reduced 11.87%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,509,236
shares
|
$67.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 41.01%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
1,447,942
shares
|
$64.8 Million
3.31% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,326,348
shares
|
$59.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.34%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,291,748
shares
|
$57.8 Million
0.0% of portfolio
|
Q2 2024
Added 17.45%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
1,233,008
shares
|
$55.1 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
1,099,304
shares
|
$49.2 Million
0.51% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
991,936
shares
|
$44.4 Million
9.68% of portfolio
|
Q3 2022
Added 4.04%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
919,897
shares
|
$41.1 Million
0.45% of portfolio
|
Q3 2023
Reduced 1.9%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
791,102
shares
|
$35.4 Million
3.29% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
786,913
shares
|
$35.2 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
715,828
shares
|
$32 Million
0.01% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
698,854
shares
|
$31.3 Million
0.68% of portfolio
|
Q2 2025
Added 8.87%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
686,116
shares
|
$30.7 Million
0.02% of portfolio
|
Q3 2025
Added 11.8%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
677,322
shares
|
$30.3 Million
8.87% of portfolio
|
Q1 2023
Added 0.32%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
613,387
shares
|
$27.4 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
522,438
shares
|
$23.4 Million
2.36% of portfolio
|
Q2 2025
Added 129.31%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
468,694
shares
|
$21 Million
0.91% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
407,700
shares
|
$18.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
404,711
shares
|
$18.1 Million
1.28% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 07, 2025 Q2 2025 |
391,600
shares
|
$17.5 Million
0.49% of portfolio
|
Q2 2025
New holding
|