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 513 institutions that hold shares in the stock, with a total of 45.3 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 |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
5,849
shares
|
$263,438
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
5,822
shares
|
$262,222
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
5,763
shares
|
$259,565
0.12% of portfolio
|
Q3 2025
Reduced 79.25%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
5,659
shares
|
$254,881
0.03% of portfolio
|
Q3 2025
Reduced 9.56%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
5,644
shares
|
$254,205
0.01% of portfolio
|
Q3 2025
Reduced 17.85%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
5,623
shares
|
$253,259
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
5,512
shares
|
$248,260
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
5,490
shares
|
$247,269
0.19% of portfolio
|
Q2 2025
Reduced 14.08%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
5,464
shares
|
$246,098
0.01% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Oct 20, 2025 Q3 2025 |
5,428
shares
|
$244,477
0.11% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
5,361
shares
|
$241,459
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,225
shares
|
$235,334
0.0% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
5,165
shares
|
$232,631
0.02% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
5,135
shares
|
$231,280
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
5,126
shares
|
$230,875
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
5,119
shares
|
$230,559
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
5,017
shares
|
$225,965
0.22% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
4,979
shares
|
$224,254
0.08% of portfolio
|
Q3 2025
Reduced 6.32%
|
|
|
Tribridge Partners Financial LLC
Columbia, MD |
Oct 22, 2025 Q3 2025 |
4,803
shares
|
$216,327
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
4,750
shares
|
$213,940
0.14% of portfolio
|
Q3 2025
Reduced 7.77%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
4,715
shares
|
$212,363
0.03% of portfolio
|
Q2 2025
Reduced 12.44%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Oct 21, 2025 Q3 2025 |
4,709
shares
|
$212,093
0.09% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
4,648
shares
|
$209,345
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Brickley Wealth Management
|
Oct 22, 2025 Q3 2025 |
4,624
shares
|
$208,264
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Nov 13, 2025 Q3 2025 |
4,623
shares
|
$208,219
0.09% of portfolio
|
Q3 2025
New holding
|
|