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 |
|---|---|---|---|---|---|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
119
shares
|
$4,303
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
117
shares
|
$4,230
0.0% of portfolio
|
Q4 2024
Reduced 85.59%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
116
shares
|
$4,194
0.0% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
108
shares
|
$3,905
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
103
shares
|
$3,724
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
97
shares
|
$3,507
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
92
shares
|
$3,326
0.0% of portfolio
|
Q4 2024
Reduced 21.37%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
87
shares
|
$3,145
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
87
shares
|
$3,145
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
80
shares
|
$2,892
0.0% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
77
shares
|
$2,784
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
71
shares
|
$2,567
0.0% of portfolio
|
Q3 2024
Reduced 39.83%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
69
shares
|
$2,495
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
66
shares
|
$2,386
0.0% of portfolio
|
Q3 2024
Reduced 34.65%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
65
shares
|
$2,350
0.0% of portfolio
|
Q3 2024
Reduced 71.86%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
64
shares
|
$2,314
0.0% of portfolio
|
Q4 2024
Reduced 82.22%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Feb 13, 2025 Q4 2024 |
63
shares
|
$2,278
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
62
shares
|
$2,241
0.0% of portfolio
|
Q2 2024
Added 785.71%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
62
shares
|
$2,241
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
61
shares
|
$2,205
0.0% of portfolio
|
Q3 2024
Reduced 86.04%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
51
shares
|
$1,844
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
50
shares
|
$1,807
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
49
shares
|
$1,771
0.0% of portfolio
|
Q4 2024
Reduced 73.37%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
47
shares
|
$1,699
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
43
shares
|
$1,554
0.0% of portfolio
|
Q4 2023
New holding
|