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 509 institutions that hold shares in the stock, with a total of 77.2 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 |
|---|---|---|---|---|---|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
1,815
shares
|
$81,166
0.04% of portfolio
|
Q4 2019
Added 2.83%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
1,766
shares
|
$78,975
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,689
shares
|
$75,532
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
1,682
shares
|
$75,219
0.01% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,525
shares
|
$68,198
0.0% of portfolio
|
Q4 2022
Added 11.48%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,402
shares
|
$62,697
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,369
shares
|
$61,221
0.0% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,355
shares
|
$60,595
0.0% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
1,349
shares
|
$60,327
0.02% of portfolio
|
Q3 2025
Reduced 53.75%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
1,348
shares
|
$60,282
0.07% of portfolio
|
Q4 2023
Reduced 24.73%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,300
shares
|
$58,136
0.01% of portfolio
|
Q3 2025
Added 80.56%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
1,259
shares
|
$56,302
0.0% of portfolio
|
Q3 2025
Added 36.85%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
1,176
shares
|
$52,590
0.01% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,126
shares
|
$50,354
0.0% of portfolio
|
Q2 2025
Reduced 16.9%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
1,122
shares
|
$50,175
0.0% of portfolio
|
Q4 2023
Added 10.54%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,115
shares
|
$49,862
0.0% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
1,106
shares
|
$49,460
0.0% of portfolio
|
Q3 2025
Added 618.18%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
1,019
shares
|
$45,569
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
1,000
shares
|
$44,720
0.04% of portfolio
|
Q2 2024
Reduced 23.08%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
972
shares
|
$43,467
0.02% of portfolio
|
Q2 2023
Reduced 0.72%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
945
shares
|
$42,260
0.0% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
936
shares
|
$41,857
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
890
shares
|
$39,800
0.01% of portfolio
|
Q2 2025
Added 351.78%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
879
shares
|
$39,308
0.01% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
854
shares
|
$38,190
0.0% of portfolio
|
Q2 2025
Added 4.15%
|