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 411 institutions that hold shares in the stock, with a total of 88 Million shares, which have been reported (via 13F filing form) to have a value of $3.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jul 25, 2024 Q2 2024 |
8,195
shares
|
$316,490
0.0% of portfolio
|
Q2 2024
Added 17.29%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
8,148
shares
|
$314,675
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wilson & Boucher Capital Management, LLC
|
Aug 14, 2024 Q2 2024 |
8,000
shares
|
$308,960
0.22% of portfolio
|
Q2 2024
Added 3.23%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
7,947
shares
|
$306,913
0.01% of portfolio
|
Q2 2024
Added 3.54%
|
|
Black Diamond Financial, LLC
|
Aug 09, 2024 Q2 2024 |
7,806
shares
|
$301,467
0.05% of portfolio
|
Q2 2024
Reduced 3.1%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
7,743
shares
|
$299,034
0.0% of portfolio
|
Q2 2024
Reduced 21.91%
|
|
Merriman Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
7,695
shares
|
$297,180
0.01% of portfolio
|
Q2 2024
Reduced 1.91%
|
|
Ivc Wealth Advisors LLC
|
Jul 16, 2024 Q2 2024 |
7,662
shares
|
$295,906
0.15% of portfolio
|
Q2 2024
Reduced 0.96%
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
7,066
shares
|
$272,888
0.0% of portfolio
|
Q4 2022
New holding
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
7,000
shares
|
$270,340
0.0% of portfolio
|
Q2 2024
Reduced 13.9%
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
6,985
shares
|
$269,760
0.0% of portfolio
|
Q2 2024
New holding
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 07, 2024 Q2 2024 |
6,976
shares
|
$269,413
0.04% of portfolio
|
Q4 2023
Added 0.59%
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Jul 31, 2024 Q2 2024 |
6,898
shares
|
$266,400
0.01% of portfolio
|
Q1 2023
New holding
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
6,750
shares
|
$260,684
0.02% of portfolio
|
Q3 2023
New holding
|
|
White Lighthouse Investment Management Inc.
|
Jul 15, 2024 Q2 2024 |
6,600
shares
|
$254,891
0.05% of portfolio
|
Q4 2023
Added 2.64%
|
|
Asset Dedication, LLC
|
Aug 06, 2024 Q2 2024 |
6,554
shares
|
$253,115
0.02% of portfolio
|
Q4 2023
Reduced 12.16%
|
|
Maia Wealth LLC
Denver, CO |
Jul 16, 2024 Q2 2024 |
6,554
shares
|
$253,115
0.07% of portfolio
|
Q2 2024
New holding
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
6,500
shares
|
$251,029
0.03% of portfolio
|
Q4 2023
Reduced 2.99%
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
6,439
shares
|
$248,674
0.0% of portfolio
|
Q2 2024
Reduced 5.17%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
6,295
shares
|
$243,112
0.0% of portfolio
|
Q2 2024
Reduced 1.12%
|
|
Sensible Money, LLC
Scottsdale, AZ |
Sep 18, 2024 Q2 2024 |
6,071
shares
|
$234,462
0.11% of portfolio
|
Q1 2024
Added 1.28%
|
|
Moran Wealth Management, LLC
Naples, FL |
Aug 13, 2024 Q2 2024 |
5,926
shares
|
$228,862
0.01% of portfolio
|
Q2 2024
Reduced 69.23%
|
|
Garrison Asset Management, LLC
|
Aug 08, 2024 Q2 2024 |
5,862
shares
|
$226,390
0.11% of portfolio
|
Q2 2024
Reduced 2.17%
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jul 26, 2024 Q2 2024 |
5,809
shares
|
$224,343
0.02% of portfolio
|
Q2 2024
New holding
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Aug 07, 2024 Q2 2024 |
5,665
shares
|
$218,782
0.11% of portfolio
|
Q2 2024
Reduced 15.79%
|