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 |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
675
shares
|
$30,186
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
664
shares
|
$29,694
0.01% of portfolio
|
Q2 2025
Added 28.68%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
640
shares
|
$28,620
0.0% of portfolio
|
Q2 2025
Reduced 99.27%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
638
shares
|
$28,531
0.01% of portfolio
|
Q1 2025
Reduced 67.75%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
616
shares
|
$27,547
0.0% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
587
shares
|
$26,250
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
585
shares
|
$26,161
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
569
shares
|
$25,445
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
559
shares
|
$24,998
0.0% of portfolio
|
Q3 2025
Reduced 14.53%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
479
shares
|
$21,420
0.0% of portfolio
|
Q1 2022
Reduced 70.49%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
467
shares
|
$20,884
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
457
shares
|
$20,437
0.0% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
450
shares
|
$20,124
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
442
shares
|
$19,766
0.0% of portfolio
|
Q3 2025
Reduced 71.99%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
418
shares
|
$18,692
0.0% of portfolio
|
Q3 2025
Reduced 20.68%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
416
shares
|
$18,603
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
408
shares
|
$18,245
0.0% of portfolio
|
Q3 2025
Added 10.27%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
393
shares
|
$17,574
0.0% of portfolio
|
Q2 2020
Reduced 86.69%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
378
shares
|
$16,904
0.0% of portfolio
|
Q4 2024
Reduced 49.06%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
378
shares
|
$16,904
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
362
shares
|
$16,188
0.01% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
356
shares
|
$15,920
0.01% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
346
shares
|
$15,473
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
340
shares
|
$15,204
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
331
shares
|
$14,802
0.0% of portfolio
|
Q2 2024
New holding
|