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 521 institutions that hold shares in the stock, with a total of 45.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
7,281
shares
|
$327,936
0.01% of portfolio
|
Q4 2025
Added 5.22%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Jan 28, 2026 Q4 2025 |
7,231
shares
|
$325,684
0.02% of portfolio
|
Q4 2025
Added 4.83%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
7,155
shares
|
$322,261
0.0% of portfolio
|
Q3 2025
Added 42.73%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
7,099
shares
|
$319,738
0.06% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
7,066
shares
|
$318,252
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
6,975
shares
|
$314,154
0.05% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
6,888
shares
|
$310,235
0.01% of portfolio
|
Q3 2025
Reduced 7.94%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
6,853
shares
|
$308,659
0.11% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
6,830
shares
|
$307,623
0.01% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
6,817
shares
|
$307,037
0.01% of portfolio
|
Q4 2025
Added 0.25%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
6,756
shares
|
$304,290
0.0% of portfolio
|
Q4 2024
Reduced 33.86%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
6,750
shares
|
$304,020
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Payne Capital Management, LLC
New York, NY |
Dec 01, 2025 Q3 2025 |
6,682
shares
|
$300,957
0.1% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Pfg Advisors
|
Jan 27, 2026 Q4 2025 |
6,660
shares
|
$299,966
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Summit Financial Strategies, Inc.
|
Jan 27, 2026 Q4 2025 |
6,607
shares
|
$297,579
0.03% of portfolio
|
Q4 2025
Reduced 18.11%
|
|
|
Asset Dedication, LLC
|
Jan 26, 2026 Q4 2025 |
6,566
shares
|
$295,732
0.02% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 21, 2026 Q4 2025 |
6,500
shares
|
$292,760
0.03% of portfolio
|
Q4 2023
Reduced 2.99%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
6,479
shares
|
$291,814
0.03% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
6,377
shares
|
$287,220
0.0% of portfolio
|
Q3 2025
Reduced 7.23%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jan 23, 2026 Q4 2025 |
6,347
shares
|
$285,868
0.21% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
6,268
shares
|
$282,310
0.0% of portfolio
|
Q3 2025
Reduced 8.59%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Jan 27, 2026 Q4 2025 |
6,193
shares
|
$278,932
0.1% of portfolio
|
Q4 2025
Reduced 7.66%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,149
shares
|
$276,950
0.0% of portfolio
|
Q3 2025
Added 20.73%
|
|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,000
shares
|
$270,240
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
5,963
shares
|
$268,573
0.12% of portfolio
|
Q3 2024
Added 1.72%
|
|