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 468 institutions that hold shares in the stock, with a total of 44.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Port Capital LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,000
shares
|
$260,100
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
5,963
shares
|
$258,496
0.12% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
5,961
shares
|
$258,409
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
5,940
shares
|
$257,499
0.02% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
5,852
shares
|
$253,684
0.02% of portfolio
|
Q2 2025
Reduced 33.56%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
5,822
shares
|
$252,383
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
5,755
shares
|
$249,479
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
5,715
shares
|
$247,745
0.02% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
5,623
shares
|
$243,757
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
5,557
shares
|
$240,895
0.01% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
5,545
shares
|
$240,375
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
5,385
shares
|
$233,439
0.03% of portfolio
|
Q1 2025
Reduced 22.81%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
5,302
shares
|
$229,841
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
5,150
shares
|
$223,252
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,119
shares
|
$221,908
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,092
shares
|
$220,738
0.0% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
4,949
shares
|
$214,539
0.0% of portfolio
|
Q1 2025
Added 87.6%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
4,767
shares
|
$206,649
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
4,727
shares
|
$204,915
0.0% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
4,682
shares
|
$202,964
0.01% of portfolio
|
Q1 2025
Reduced 20.54%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
4,367
shares
|
$189,309
0.1% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
4,315
shares
|
$187,055
0.0% of portfolio
|
Q2 2025
Added 15310.71%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
3,857
shares
|
$167,200
0.01% of portfolio
|
Q1 2025
Reduced 16.37%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
3,798
shares
|
$164,643
0.05% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,680
shares
|
$159,528
0.0% of portfolio
|
Q1 2025
Reduced 4.27%
|