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 454 institutions that hold shares in the stock, with a total of 46.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
5,892
shares
|
$213,054
0.01% of portfolio
|
Q4 2024
Added 24.3%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
5,715
shares
|
$206,654
0.02% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
5,411
shares
|
$195,661
0.0% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
5,003
shares
|
$180,908
0.0% of portfolio
|
Q4 2024
Reduced 29.12%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
4,853
shares
|
$175,484
0.06% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
4,798
shares
|
$173,495
0.0% of portfolio
|
Q4 2024
Added 514.34%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
4,612
shares
|
$166,769
0.01% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
4,367
shares
|
$157,910
0.1% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
3,844
shares
|
$138,999
0.0% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
3,790
shares
|
$137,046
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
3,473
shares
|
$125,583
0.05% of portfolio
|
Q4 2024
Reduced 84.57%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
3,228
shares
|
$116,724
0.04% of portfolio
|
Q4 2024
Added 23.16%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
3,224
shares
|
$116,579
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
3,100
shares
|
$112,095
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,946
shares
|
$106,527
0.0% of portfolio
|
Q4 2024
Reduced 9.77%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,667
shares
|
$96,438
0.0% of portfolio
|
Q4 2024
Reduced 39.92%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,650
shares
|
$95,823
0.0% of portfolio
|
Q4 2023
Reduced 11.78%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
2,638
shares
|
$95,390
0.0% of portfolio
|
Q4 2024
Reduced 48.38%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
2,593
shares
|
$93,762
0.02% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
2,590
shares
|
$93,654
0.0% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
2,515
shares
|
$90,942
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
2,496
shares
|
$90,255
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
2,399
shares
|
$86,747
0.01% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
2,356
shares
|
$85,192
0.04% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
2,198
shares
|
$79,479
0.01% of portfolio
|
Q2 2023
New holding
|