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 423 institutions that hold shares in the stock, with a total of 45.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
6,316
shares
|
$217,459
0.04% of portfolio
|
Q3 2024
Reduced 19.09%
|
|
|
Vishria Bird Financial Group, LLC
|
Nov 06, 2024 Q3 2024 |
6,302
shares
|
$216,977
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2024 Q3 2024 |
6,262
shares
|
$215,600
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
5,963
shares
|
$205,306
0.12% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
5,907
shares
|
$203,378
0.01% of portfolio
|
Q3 2024
Reduced 28.92%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
5,769
shares
|
$198,626
0.02% of portfolio
|
Q3 2024
Reduced 11.98%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
5,623
shares
|
$193,599
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
5,593
shares
|
$192,566
0.01% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
5,550
shares
|
$191,086
0.05% of portfolio
|
Q3 2024
Reduced 15.32%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
5,510
shares
|
$189,709
0.01% of portfolio
|
Q2 2024
Added 33.25%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
5,381
shares
|
$185,267
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
5,343
shares
|
$183,959
0.09% of portfolio
|
Q3 2024
Reduced 11.99%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
5,299
shares
|
$182,444
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
5,110
shares
|
$175,937
0.0% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,988
shares
|
$171,736
0.0% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
4,984
shares
|
$171,599
0.06% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
4,779
shares
|
$164,540
0.02% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
4,740
shares
|
$163,198
0.01% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
4,439
shares
|
$152,834
0.0% of portfolio
|
Q3 2024
Added 83.58%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
4,225
shares
|
$145,466
0.11% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
4,194
shares
|
$144,399
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,854
shares
|
$132,693
0.0% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
3,265
shares
|
$112,413
0.0% of portfolio
|
Q3 2024
Reduced 32.6%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
3,100
shares
|
$106,733
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
3,011
shares
|
$103,668
0.0% of portfolio
|
Q3 2024
Added 3103.19%
|