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 489 institutions that hold shares in the stock, with a total of 44.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
457
shares
|
$20,724
0.0% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
450
shares
|
$20,407
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
416
shares
|
$18,865
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
415
shares
|
$18,820
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
393
shares
|
$17,822
0.0% of portfolio
|
Q2 2020
Reduced 86.69%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
378
shares
|
$17,142
0.0% of portfolio
|
Q4 2024
Reduced 49.06%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
378
shares
|
$17,142
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
370
shares
|
$16,779
0.0% of portfolio
|
Q2 2025
Added 2076.47%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
362
shares
|
$16,416
0.01% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
356
shares
|
$16,144
0.01% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
340
shares
|
$15,419
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
331
shares
|
$15,010
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
330
shares
|
$14,965
0.0% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
328
shares
|
$14,874
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
313
shares
|
$14,194
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
|
$13,741
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
300
shares
|
$13,605
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
293
shares
|
$13,287
0.0% of portfolio
|
Q1 2025
Added 910.34%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
288
shares
|
$13,060
0.01% of portfolio
|
Q2 2025
Added 28700.0%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
277
shares
|
$12,561
0.0% of portfolio
|
Q2 2023
Added 0.36%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
223
shares
|
$10,113
0.01% of portfolio
|
Q1 2025
Reduced 63.8%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
214
shares
|
$9,704
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
212
shares
|
$9,614
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
211
shares
|
$9,568
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
204
shares
|
$9,251
0.0% of portfolio
|
Q2 2025
Added 2.51%
|