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 |
|---|---|---|---|---|---|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
3,224
shares
|
$139,760
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
3,100
shares
|
$134,385
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2,956
shares
|
$128,142
0.0% of portfolio
|
Q1 2025
Reduced 53.05%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
2,917
shares
|
$126,451
0.04% of portfolio
|
Q2 2025
Added 116.88%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,675
shares
|
$115,961
0.0% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,650
shares
|
$114,877
0.0% of portfolio
|
Q4 2023
Reduced 11.78%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
2,593
shares
|
$112,406
0.02% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
2,590
shares
|
$112,276
0.0% of portfolio
|
Q2 2025
Reduced 71.11%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
2,515
shares
|
$109,025
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
2,496
shares
|
$108,201
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
2,401
shares
|
$104,083
0.02% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
2,367
shares
|
$102,609
0.01% of portfolio
|
Q1 2025
Added 16.49%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
2,198
shares
|
$95,283
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
2,185
shares
|
$94,719
0.04% of portfolio
|
Q2 2025
Reduced 14.08%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
2,081
shares
|
$90,211
0.04% of portfolio
|
Q1 2025
Reduced 11.67%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,074
shares
|
$89,907
0.01% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
2,052
shares
|
$88,954
0.0% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
2,010
shares
|
$87,133
0.01% of portfolio
|
Q3 2022
Added 336.96%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
2,000
shares
|
$86,700
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
1,815
shares
|
$78,680
0.04% of portfolio
|
Q4 2019
Added 2.83%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,766
shares
|
$76,556
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
1,726
shares
|
$74,822
0.0% of portfolio
|
Q4 2024
Added 394.56%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,578
shares
|
$68,406
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,525
shares
|
$66,108
0.0% of portfolio
|
Q4 2022
Added 11.48%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
1,485
shares
|
$64,374
0.03% of portfolio
|
Q1 2025
New holding
|