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 |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
11,545
shares
|
$516,292
0.0% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
11,533
shares
|
$515,755
0.02% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
11,408
shares
|
$510,165
0.12% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
11,373
shares
|
$508,600
0.04% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
11,193
shares
|
$500,550
0.13% of portfolio
|
Q1 2024
Reduced 5.94%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,093
shares
|
$496,078
0.1% of portfolio
|
Q4 2024
Reduced 12.59%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
11,083
shares
|
$495,631
0.16% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
10,920
shares
|
$488,342
0.55% of portfolio
|
Q3 2025
Reduced 16.58%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
10,907
shares
|
$487,761
0.01% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
10,882
shares
|
$486,643
0.01% of portfolio
|
Q3 2025
Reduced 7.54%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
10,867
shares
|
$485,972
0.01% of portfolio
|
Q2 2025
Reduced 46.73%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
10,831
shares
|
$484,362
0.13% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
10,805
shares
|
$483,199
0.21% of portfolio
|
Q2 2022
Added 8.11%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
10,753
shares
|
$480,874
0.0% of portfolio
|
Q1 2025
Added 16.84%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
10,749
shares
|
$480,695
0.0% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
10,565
shares
|
$472,466
0.08% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 06, 2025 Q3 2025 |
10,558
shares
|
$472,153
0.26% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
10,461
shares
|
$467,815
0.18% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Life Planning Partners, Inc
|
Oct 23, 2025 Q3 2025 |
10,338
shares
|
$462,315
0.36% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
10,296
shares
|
$460,437
0.02% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
10,014
shares
|
$447,826
0.01% of portfolio
|
Q1 2025
Reduced 51.82%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
9,756
shares
|
$436,288
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
9,721
shares
|
$434,723
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 29, 2025 Q3 2025 |
9,596
shares
|
$429,133
0.09% of portfolio
|
Q3 2025
Reduced 9.22%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
9,587
shares
|
$428,730
0.02% of portfolio
|
Q3 2025
New holding
|