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 422 institutions that hold shares in the stock, with a total of 45.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
360
shares
|
$12,848
0.0% of portfolio
|
Q3 2024
Reduced 74.67%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
353
shares
|
$12,598
0.01% of portfolio
|
Q2 2024
Reduced 18.29%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
349
shares
|
$12,455
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
331
shares
|
$11,813
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
324
shares
|
$11,563
0.0% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
318
shares
|
$11,349
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
317
shares
|
$11,313
0.0% of portfolio
|
Q3 2024
Reduced 60.03%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
303
shares
|
$10,814
0.0% of portfolio
|
Q1 2023
Reduced 24.06%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
300
shares
|
$10,707
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
277
shares
|
$9,886
0.0% of portfolio
|
Q2 2023
Added 0.36%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
274
shares
|
$9,779
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
236
shares
|
$8,422
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
216
shares
|
$7,709
0.0% of portfolio
|
Q3 2024
Reduced 12.2%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
215
shares
|
$7,673
0.07% of portfolio
|
Q3 2024
Added 202.82%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
214
shares
|
$7,637
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
204
shares
|
$7,280
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
204
shares
|
$7,280
0.0% of portfolio
|
Q2 2024
Reduced 59.52%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
200
shares
|
$7,138
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
185
shares
|
$6,602
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
184
shares
|
$6,566
0.0% of portfolio
|
Q3 2024
Added 142.11%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
182
shares
|
$6,495
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
176
shares
|
$6,281
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
165
shares
|
$5,888
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
164
shares
|
$5,853
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
157
shares
|
$5,603
0.0% of portfolio
|
Q2 2024
New holding
|