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 423 institutions that hold shares in the stock, with a total of 45.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,146
shares
|
$39,456
0.0% of portfolio
|
Q3 2024
Added 94.57%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
1,122
shares
|
$38,630
0.0% of portfolio
|
Q4 2023
Added 10.54%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
1,073
shares
|
$36,943
0.0% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
1,048
shares
|
$36,082
0.03% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1,045
shares
|
$35,979
0.01% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,028
shares
|
$35,394
0.0% of portfolio
|
Q2 2024
Added 427.18%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
1,000
shares
|
$34,430
0.03% of portfolio
|
Q2 2024
Reduced 23.08%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
972
shares
|
$33,465
0.02% of portfolio
|
Q2 2023
Reduced 0.72%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
920
shares
|
$31,675
0.0% of portfolio
|
Q3 2024
Reduced 30.3%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
835
shares
|
$28,749
0.01% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
812
shares
|
$27,957
0.0% of portfolio
|
Q3 2024
Added 1130.3%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
800
shares
|
$27,544
0.01% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
789
shares
|
$27,165
0.0% of portfolio
|
Q3 2024
Added 79.73%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
781
shares
|
$26,889
0.0% of portfolio
|
Q3 2024
Reduced 42.49%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
762
shares
|
$26,235
0.0% of portfolio
|
Q3 2024
Added 57.11%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
742
shares
|
$25,547
0.0% of portfolio
|
Q2 2024
Added 87.37%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
729
shares
|
$25,099
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
675
shares
|
$23,240
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
591
shares
|
$20,348
0.01% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
499
shares
|
$17,180
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
492
shares
|
$16,939
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
479
shares
|
$16,491
0.0% of portfolio
|
Q1 2022
Reduced 70.49%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
459
shares
|
$15,803
0.0% of portfolio
|
Q3 2024
Added 148.11%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
457
shares
|
$15,734
0.0% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
393
shares
|
$13,530
0.0% of portfolio
|
Q2 2020
Reduced 86.69%
|