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 525 institutions that hold shares in the stock, with a total of 45.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
16,355
shares
|
$736,629
0.0% of portfolio
|
Q3 2025
Added 68.24%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
16,301
shares
|
$734,197
0.08% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
16,223
shares
|
$730,683
0.0% of portfolio
|
Q3 2025
Reduced 44.71%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
16,122
shares
|
$726,134
0.17% of portfolio
|
Q4 2025
Reduced 1.41%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
16,082
shares
|
$724,333
0.0% of portfolio
|
Q3 2025
Reduced 25.14%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
16,037
shares
|
$722,306
0.02% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
16,009
shares
|
$721,045
0.0% of portfolio
|
Q3 2025
Reduced 10.39%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
15,831
shares
|
$713,028
0.03% of portfolio
|
Q3 2023
Reduced 0.81%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
15,815
shares
|
$712,307
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
15,689
shares
|
$706,632
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
K2 Financial Inc.
Glendora, CA |
Oct 16, 2025 Q3 2025 |
15,505
shares
|
$698,345
0.57% of portfolio
|
Q3 2025
Added 10.96%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
15,408
shares
|
$693,976
0.03% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
15,301
shares
|
$689,157
0.01% of portfolio
|
Q3 2025
Added 14.05%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
15,300
shares
|
$689,112
0.11% of portfolio
|
Q1 2023
Reduced 3.16%
|
|
|
Peak Financial Management, Inc.
|
Jan 22, 2026 Q4 2025 |
15,105
shares
|
$680,329
0.19% of portfolio
|
Q4 2025
Reduced 2.26%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
14,956
shares
|
$673,618
0.22% of portfolio
|
Q3 2025
Reduced 45.92%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
14,586
shares
|
$656,953
0.01% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
14,206
shares
|
$639,838
0.01% of portfolio
|
Q4 2025
Reduced 1.1%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
14,150
shares
|
$637,316
0.02% of portfolio
|
Q4 2025
Added 54.32%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
13,949
shares
|
$628,262
0.01% of portfolio
|
Q3 2022
Reduced 38.59%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Jan 27, 2026 Q4 2025 |
13,437
shares
|
$605,202
0.16% of portfolio
|
Q4 2025
New holding
|
|
|
Omega Financial Group, LLC
|
Jan 28, 2026 Q4 2025 |
13,412
shares
|
$604,076
0.2% of portfolio
|
Q4 2025
Reduced 3.69%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
13,097
shares
|
$589,888
0.02% of portfolio
|
Q3 2025
Added 8.14%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
13,085
shares
|
$589,348
0.02% of portfolio
|
Q4 2025
Reduced 3.48%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 29, 2026 Q4 2025 |
13,024
shares
|
$586,600
0.01% of portfolio
|
Q4 2025
Added 4.14%
|
|