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 |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
6,920
shares
|
$309,462
0.01% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
6,898
shares
|
$308,478
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
6,887
shares
|
$307,986
0.13% of portfolio
|
Q2 2025
Reduced 12.68%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
6,874
shares
|
$307,405
0.0% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
6,873
shares
|
$307,360
0.05% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
6,870
shares
|
$307,226
0.01% of portfolio
|
Q2 2025
Reduced 88.34%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
6,857
shares
|
$306,645
0.0% of portfolio
|
Q2 2025
Added 9.75%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
6,853
shares
|
$306,466
0.11% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
6,800
shares
|
$304,096
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
6,756
shares
|
$302,128
0.0% of portfolio
|
Q4 2024
Reduced 33.86%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
6,750
shares
|
$301,860
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Single Point Partners, LLC
|
Oct 20, 2025 Q3 2025 |
6,748
shares
|
$301,770
0.06% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
6,570
shares
|
$293,810
0.01% of portfolio
|
Q2 2025
Added 40.32%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
6,500
shares
|
$290,680
0.03% of portfolio
|
Q4 2023
Reduced 2.99%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
6,479
shares
|
$289,740
0.03% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Oct 15, 2025 Q3 2025 |
6,347
shares
|
$283,837
0.24% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Aug 14, 2025 Q2 2025 |
6,021
shares
|
$269,259
0.15% of portfolio
|
Q2 2025
Reduced 71.05%
|
|
|
Port Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,000
shares
|
$268,320
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
5,963
shares
|
$266,665
0.12% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
5,852
shares
|
$261,701
0.02% of portfolio
|
Q2 2025
Reduced 33.56%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
5,822
shares
|
$260,359
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
5,763
shares
|
$257,721
0.12% of portfolio
|
Q3 2025
Reduced 79.25%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
5,717
shares
|
$255,664
0.02% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
5,659
shares
|
$253,070
0.03% of portfolio
|
Q3 2025
Reduced 9.56%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
5,623
shares
|
$251,460
0.02% of portfolio
|
Q1 2025
New holding
|