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 |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
15,689
shares
|
$701,612
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
K2 Financial Inc.
Glendora, CA |
Oct 16, 2025 Q3 2025 |
15,505
shares
|
$693,383
0.57% of portfolio
|
Q3 2025
Added 10.96%
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
15,455
shares
|
$691,147
0.2% of portfolio
|
Q3 2025
Reduced 11.17%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
15,301
shares
|
$684,260
0.01% of portfolio
|
Q3 2025
Added 14.05%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
15,300
shares
|
$684,216
0.11% of portfolio
|
Q1 2023
Reduced 3.16%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
14,790
shares
|
$661,408
0.06% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
14,670
shares
|
$656,042
0.01% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
14,525
shares
|
$649,558
0.01% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
14,258
shares
|
$637,617
0.22% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
14,183
shares
|
$634,263
0.0% of portfolio
|
Q2 2025
Reduced 88.52%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
13,949
shares
|
$623,799
0.01% of portfolio
|
Q3 2022
Reduced 38.59%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
13,707
shares
|
$612,977
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
13,640
shares
|
$609,980
0.04% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
13,557
shares
|
$606,269
0.03% of portfolio
|
Q3 2025
Reduced 9.96%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
13,551
shares
|
$606,000
0.01% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
13,220
shares
|
$591,198
0.0% of portfolio
|
Q2 2025
Added 8.08%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
12,886
shares
|
$576,261
0.09% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
12,886
shares
|
$576,261
0.03% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
12,418
shares
|
$555,332
0.01% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
12,318
shares
|
$550,860
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
12,158
shares
|
$543,705
0.04% of portfolio
|
Q4 2023
Added 0.15%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
12,111
shares
|
$541,603
0.02% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
11,741
shares
|
$525,057
0.03% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
11,704
shares
|
$523,402
0.15% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
11,597
shares
|
$518,617
0.08% of portfolio
|
Q3 2025
Reduced 1.14%
|