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 509 institutions that hold shares in the stock, with a total of 77.2 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 |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
9,429
shares
|
$421,664
0.01% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
9,340
shares
|
$417,684
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
9,286
shares
|
$415,269
0.0% of portfolio
|
Q3 2025
Added 26.75%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
9,208
shares
|
$411,781
0.01% of portfolio
|
Q3 2025
Reduced 24.92%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
9,169
shares
|
$410,037
0.02% of portfolio
|
Q2 2025
Added 59.32%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
9,151
shares
|
$409,232
0.01% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
8,921
shares
|
$398,947
0.07% of portfolio
|
Q3 2025
Reduced 9.31%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2025 Q3 2025 |
8,894
shares
|
$397,739
0.25% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
8,892
shares
|
$397,650
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
8,633
shares
|
$386,067
0.19% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
8,591
shares
|
$384,189
0.0% of portfolio
|
Q2 2025
Reduced 12.96%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
8,530
shares
|
$381,461
0.04% of portfolio
|
Q3 2025
Reduced 9.56%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
8,293
shares
|
$370,862
0.01% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,100
shares
|
$362,232
0.0% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
8,097
shares
|
$362,097
0.03% of portfolio
|
Q3 2025
Added 52.72%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
8,068
shares
|
$360,800
0.03% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
7,790
shares
|
$348,368
0.11% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 09, 2025 Q3 2025 |
7,776
shares
|
$347,742
0.16% of portfolio
|
Q3 2025
Added 22.73%
|
|
|
Worth Asset Management, LLC
|
Oct 17, 2025 Q3 2025 |
7,760
shares
|
$347,027
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
7,721
shares
|
$345,283
0.0% of portfolio
|
Q2 2025
Reduced 10.16%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
7,713
shares
|
$344,925
0.01% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
7,482
shares
|
$334,595
0.01% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Geometric Wealth Advisors
|
Aug 06, 2025 Q2 2025 |
7,308
shares
|
$326,813
0.05% of portfolio
|
Q2 2025
Reduced 27.28%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
7,099
shares
|
$317,467
0.06% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
7,066
shares
|
$315,991
0.0% of portfolio
|
Q4 2022
New holding
|