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 468 institutions that hold shares in the stock, with a total of 44.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
11,124
shares
|
$482,225
0.17% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,093
shares
|
$480,881
0.1% of portfolio
|
Q4 2024
Reduced 12.59%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
11,076
shares
|
$480,144
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
11,002
shares
|
$476,936
0.08% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
10,805
shares
|
$468,396
0.21% of portfolio
|
Q2 2022
Added 8.11%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
10,753
shares
|
$466,142
0.0% of portfolio
|
Q1 2025
Added 16.84%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
10,749
shares
|
$465,969
0.0% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
10,716
shares
|
$464,538
0.09% of portfolio
|
Q1 2025
Added 315.35%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
10,558
shares
|
$457,689
0.26% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
10,338
shares
|
$448,152
0.37% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
10,070
shares
|
$436,534
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
10,049
shares
|
$435,624
0.06% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
10,014
shares
|
$434,106
0.01% of portfolio
|
Q1 2025
Reduced 51.82%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
9,925
shares
|
$430,248
0.02% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
9,870
shares
|
$427,864
0.0% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
9,837
shares
|
$426,433
0.0% of portfolio
|
Q1 2025
Added 50.05%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
9,756
shares
|
$422,922
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
9,482
shares
|
$411,044
0.01% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
9,058
shares
|
$392,664
0.01% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
8,633
shares
|
$374,240
0.19% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
8,594
shares
|
$372,549
0.0% of portfolio
|
Q1 2025
Reduced 23.6%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
8,543
shares
|
$370,339
0.03% of portfolio
|
Q1 2025
Reduced 44.65%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
8,517
shares
|
$369,211
0.04% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
8,370
shares
|
$362,839
0.31% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
8,293
shares
|
$359,501
0.01% of portfolio
|
Q3 2024
Reduced 1.59%
|