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 507 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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,509
shares
|
$156,115
0.0% of portfolio
|
Q2 2025
Reduced 25.77%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
3,420
shares
|
$152,155
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
3,241
shares
|
$144,192
0.01% of portfolio
|
Q2 2025
Added 900.31%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
3,224
shares
|
$143,435
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
3,100
shares
|
$137,919
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
3,067
shares
|
$136,450
0.01% of portfolio
|
Q3 2025
Reduced 38.2%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
2,673
shares
|
$118,921
0.0% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,650
shares
|
$117,898
0.0% of portfolio
|
Q4 2023
Reduced 11.78%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
2,601
shares
|
$115,718
0.0% of portfolio
|
Q3 2025
Reduced 39.72%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
2,596
shares
|
$115,496
0.02% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,515
shares
|
$111,892
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
2,496
shares
|
$111,047
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,458
shares
|
$109,356
0.0% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
2,401
shares
|
$106,820
0.02% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
2,307
shares
|
$102,638
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
2,305
shares
|
$102,549
0.04% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
2,257
shares
|
$100,413
0.01% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
2,198
shares
|
$97,789
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
2,056
shares
|
$91,471
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
2,010
shares
|
$89,424
0.02% of portfolio
|
Q3 2022
Added 336.96%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
2,000
shares
|
$88,980
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
1,973
shares
|
$87,778
0.0% of portfolio
|
Q2 2025
Reduced 66.9%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,947
shares
|
$86,622
0.0% of portfolio
|
Q2 2025
Added 12.8%
|
|
|
Newton One Investments LLC
|
Oct 10, 2025 Q3 2025 |
1,835
shares
|
$81,639
0.02% of portfolio
|
Q3 2025
Reduced 51.69%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
1,815
shares
|
$80,749
0.04% of portfolio
|
Q4 2019
Added 2.83%
|