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 455 institutions that hold shares in the stock, with a total of 46.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
15,434
shares
|
$558,093
0.03% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
15,430
shares
|
$557,948
0.01% of portfolio
|
Q4 2024
Reduced 7.2%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
15,300
shares
|
$553,248
0.15% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
15,300
shares
|
$553,248
0.11% of portfolio
|
Q1 2023
Reduced 3.16%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
15,245
shares
|
$551,259
0.02% of portfolio
|
Q4 2024
Added 39.85%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
15,009
shares
|
$542,725
0.06% of portfolio
|
Q4 2024
Added 10.25%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
13,962
shares
|
$504,865
0.0% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
13,949
shares
|
$504,395
0.01% of portfolio
|
Q3 2022
Reduced 38.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
13,377
shares
|
$483,712
0.0% of portfolio
|
Q4 2024
Added 25.81%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
13,150
shares
|
$475,503
0.0% of portfolio
|
Q4 2024
Reduced 7.98%
|
|
|
Single Point Partners, LLC
|
Jan 29, 2025 Q4 2024 |
13,045
shares
|
$471,707
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
12,966
shares
|
$468,850
0.06% of portfolio
|
Q4 2024
Added 8.02%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
12,793
shares
|
$462,594
0.17% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Feb 11, 2025 Q4 2024 |
12,661
shares
|
$457,821
0.26% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
K2 Financial Inc.
Glendora, CA |
Feb 06, 2025 Q4 2024 |
12,553
shares
|
$453,916
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
12,158
shares
|
$439,633
0.03% of portfolio
|
Q4 2023
Added 0.15%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
11,939
shares
|
$431,714
0.03% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Feb 04, 2025 Q4 2024 |
11,679
shares
|
$422,312
0.08% of portfolio
|
Q2 2024
Added 45.28%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
11,642
shares
|
$420,974
0.02% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
11,528
shares
|
$416,852
0.11% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
11,383
shares
|
$411,609
0.02% of portfolio
|
Q4 2024
Reduced 20.15%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
11,346
shares
|
$410,271
0.11% of portfolio
|
Q4 2024
Reduced 8.89%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
11,274
shares
|
$407,667
0.04% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
11,249
shares
|
$406,763
0.08% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
11,248
shares
|
$406,727
0.0% of portfolio
|
Q4 2024
Added 0.17%
|