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 489 institutions that hold shares in the stock, with a total of 44.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
6,750
shares
|
$306,112
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
6,570
shares
|
$297,949
0.01% of portfolio
|
Q2 2025
Added 40.32%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
6,500
shares
|
$294,775
0.03% of portfolio
|
Q4 2023
Reduced 2.99%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
6,479
shares
|
$293,822
0.04% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
6,347
shares
|
$287,836
0.23% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Ivc Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
6,336
shares
|
$287,337
0.13% of portfolio
|
Q2 2025
Reduced 29.03%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
6,257
shares
|
$283,754
0.04% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Aug 14, 2025 Q2 2025 |
6,021
shares
|
$273,052
0.15% of portfolio
|
Q2 2025
Reduced 71.05%
|
|
|
Port Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,000
shares
|
$272,100
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
5,963
shares
|
$270,422
0.12% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
5,940
shares
|
$269,379
0.02% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
5,852
shares
|
$265,388
0.02% of portfolio
|
Q2 2025
Reduced 33.56%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
5,822
shares
|
$264,027
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
5,717
shares
|
$259,265
0.02% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
5,623
shares
|
$255,003
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
5,557
shares
|
$252,009
0.01% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
5,545
shares
|
$251,465
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
5,512
shares
|
$249,969
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
5,490
shares
|
$248,971
0.18% of portfolio
|
Q2 2025
Reduced 14.08%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
5,315
shares
|
$241,035
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
5,302
shares
|
$240,445
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
5,178
shares
|
$234,822
0.0% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
5,150
shares
|
$233,552
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
5,139
shares
|
$233,053
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
5,126
shares
|
$232,464
0.04% of portfolio
|
Q2 2025
New holding
|