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 469 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 $1.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
479
shares
|
$20,764
0.0% of portfolio
|
Q1 2022
Reduced 70.49%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
457
shares
|
$19,810
0.0% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
450
shares
|
$19,507
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
399
shares
|
$17,296
0.0% of portfolio
|
Q1 2025
Reduced 37.46%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
393
shares
|
$17,036
0.0% of portfolio
|
Q2 2020
Reduced 86.69%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
382
shares
|
$16,559
0.01% of portfolio
|
Q1 2025
Reduced 12.59%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
378
shares
|
$16,386
0.0% of portfolio
|
Q4 2024
Reduced 49.06%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
356
shares
|
$15,432
0.01% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
334
shares
|
$14,478
0.0% of portfolio
|
Q1 2025
Added 77.66%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
331
shares
|
$14,348
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
329
shares
|
$14,262
0.0% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
328
shares
|
$14,218
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
324
shares
|
$14,045
0.0% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
313
shares
|
$13,568
0.0% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
303
shares
|
$13,135
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
300
shares
|
$13,005
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
293
shares
|
$12,701
0.0% of portfolio
|
Q1 2025
Added 910.34%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
277
shares
|
$12,007
0.0% of portfolio
|
Q2 2023
Added 0.36%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
261
shares
|
$11,314
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
254
shares
|
$11,010
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
223
shares
|
$9,667
0.0% of portfolio
|
Q1 2025
Reduced 63.8%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
214
shares
|
$9,276
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
204
shares
|
$8,843
0.0% of portfolio
|
Q2 2024
Reduced 59.52%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
204
shares
|
$8,843
0.0% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
200
shares
|
$8,670
0.0% of portfolio
|
Q4 2022
New holding
|