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 468 institutions that hold shares in the stock, with a total of 44.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,369
shares
|
$59,346
0.0% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,355
shares
|
$58,739
0.0% of portfolio
|
Q4 2024
Added 17.21%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,352
shares
|
$58,609
0.0% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
1,348
shares
|
$58,435
0.06% of portfolio
|
Q4 2023
Reduced 24.73%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,230
shares
|
$53,320
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
1,176
shares
|
$50,979
0.01% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
1,122
shares
|
$48,638
0.0% of portfolio
|
Q4 2023
Added 10.54%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
1,115
shares
|
$48,335
0.0% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
1,000
shares
|
$43,350
0.03% of portfolio
|
Q2 2024
Reduced 23.08%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
972
shares
|
$42,136
0.02% of portfolio
|
Q2 2023
Reduced 0.72%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
945
shares
|
$40,965
0.0% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
928
shares
|
$40,228
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
920
shares
|
$39,882
0.0% of portfolio
|
Q3 2024
Reduced 30.3%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
892
shares
|
$38,668
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
820
shares
|
$35,547
0.0% of portfolio
|
Q1 2025
Added 65.32%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
809
shares
|
$35,070
0.0% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
724
shares
|
$31,385
0.01% of portfolio
|
Q1 2025
Reduced 85.08%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
675
shares
|
$29,261
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
654
shares
|
$28,350
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
638
shares
|
$27,657
0.01% of portfolio
|
Q1 2025
Reduced 67.75%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
594
shares
|
$25,749
0.0% of portfolio
|
Q1 2025
Reduced 97.7%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
587
shares
|
$25,446
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
585
shares
|
$25,359
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
569
shares
|
$24,666
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
516
shares
|
$22,368
0.01% of portfolio
|
Q4 2024
Added 3.41%
|