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 454 institutions that hold shares in the stock, with a total of 46.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
300
shares
|
$10,847
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
288
shares
|
$10,414
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
277
shares
|
$10,016
0.0% of portfolio
|
Q2 2023
Added 0.36%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
274
shares
|
$9,907
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
261
shares
|
$9,437
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
252
shares
|
$9,112
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
219
shares
|
$7,919
0.0% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
214
shares
|
$7,738
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
210
shares
|
$7,593
0.0% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
204
shares
|
$7,376
0.0% of portfolio
|
Q2 2024
Reduced 59.52%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
204
shares
|
$7,376
0.0% of portfolio
|
Q4 2024
Added 32.47%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
200
shares
|
$7,231
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
189
shares
|
$6,834
0.0% of portfolio
|
Q4 2024
Added 186.36%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
188
shares
|
$6,798
0.0% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
185
shares
|
$6,689
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
179
shares
|
$6,472
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
176
shares
|
$6,364
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
165
shares
|
$5,966
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
164
shares
|
$5,930
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
164
shares
|
$5,930
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
159
shares
|
$5,749
0.0% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
150
shares
|
$5,423
0.0% of portfolio
|
Q2 2023
Reduced 17.13%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
124
shares
|
$4,483
0.0% of portfolio
|
Q4 2024
Added 675.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
123
shares
|
$4,447
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
122
shares
|
$4,411
0.0% of portfolio
|
Q4 2024
Added 0.83%
|