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 |
|---|---|---|---|---|---|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,119
shares
|
$232,146
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
5,093
shares
|
$230,967
0.0% of portfolio
|
Q2 2025
Added 148.2%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
5,013
shares
|
$227,339
0.0% of portfolio
|
Q2 2025
Reduced 77.41%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
4,963
shares
|
$225,072
0.01% of portfolio
|
Q2 2025
Added 67.9%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
4,949
shares
|
$224,437
0.0% of portfolio
|
Q1 2025
Added 87.6%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Aug 11, 2025 Q2 2025 |
4,917
shares
|
$222,985
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Tribridge Partners Financial LLC
Columbia, MD |
Aug 27, 2025 Q2 2025 |
4,803
shares
|
$217,816
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
4,767
shares
|
$216,183
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
4,753
shares
|
$215,548
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Sep 03, 2025 Q2 2025 |
4,729
shares
|
$214,460
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
4,715
shares
|
$213,825
0.02% of portfolio
|
Q2 2025
Reduced 12.44%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
4,376
shares
|
$198,451
0.1% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
4,315
shares
|
$195,685
0.0% of portfolio
|
Q2 2025
Added 15310.71%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
4,063
shares
|
$184,257
0.09% of portfolio
|
Q2 2025
Added 95.24%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
3,798
shares
|
$172,239
0.05% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
3,727
shares
|
$169,019
0.01% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
3,630
shares
|
$164,620
0.0% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,509
shares
|
$159,133
0.0% of portfolio
|
Q2 2025
Reduced 25.77%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
3,420
shares
|
$155,097
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
3,241
shares
|
$146,979
0.01% of portfolio
|
Q2 2025
Added 900.31%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
3,224
shares
|
$146,208
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
3,100
shares
|
$140,585
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
2,917
shares
|
$132,285
0.04% of portfolio
|
Q2 2025
Added 116.88%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,650
shares
|
$120,177
0.0% of portfolio
|
Q4 2023
Reduced 11.78%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
2,596
shares
|
$117,728
0.02% of portfolio
|
Q2 2025
Added 0.12%
|