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 506 institutions that hold shares in the stock, with a total of 77.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
5,512
shares
|
$246,496
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
5,490
shares
|
$245,512
0.19% of portfolio
|
Q2 2025
Reduced 14.08%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
5,464
shares
|
$244,350
0.01% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Oct 20, 2025 Q3 2025 |
5,428
shares
|
$242,740
0.11% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
5,315
shares
|
$237,686
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
5,178
shares
|
$231,560
0.0% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
5,165
shares
|
$230,978
0.02% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
5,135
shares
|
$229,637
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
5,126
shares
|
$229,234
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
5,119
shares
|
$228,921
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
5,093
shares
|
$227,758
0.0% of portfolio
|
Q2 2025
Added 148.2%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
5,013
shares
|
$224,181
0.0% of portfolio
|
Q2 2025
Reduced 77.41%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
4,949
shares
|
$221,319
0.0% of portfolio
|
Q1 2025
Added 87.6%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Aug 11, 2025 Q2 2025 |
4,917
shares
|
$219,888
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Tribridge Partners Financial LLC
Columbia, MD |
Oct 22, 2025 Q3 2025 |
4,803
shares
|
$214,790
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
4,767
shares
|
$213,180
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
4,750
shares
|
$212,420
0.14% of portfolio
|
Q3 2025
Reduced 7.77%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
4,715
shares
|
$210,854
0.03% of portfolio
|
Q2 2025
Reduced 12.44%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Oct 21, 2025 Q3 2025 |
4,709
shares
|
$210,586
0.09% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Brickley Wealth Management
|
Oct 22, 2025 Q3 2025 |
4,624
shares
|
$206,785
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
4,587
shares
|
$205,130
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
4,461
shares
|
$199,495
0.13% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
4,397
shares
|
$196,633
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
4,315
shares
|
$192,966
0.0% of portfolio
|
Q2 2025
Added 15310.71%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
4,074
shares
|
$182,189
0.09% of portfolio
|
Q3 2025
Added 0.27%
|