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 468 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 $1.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
198
shares
|
$8,583
0.0% of portfolio
|
Q1 2025
Added 127.59%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
197
shares
|
$8,539
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
189
shares
|
$8,193
0.0% of portfolio
|
Q4 2024
Added 186.36%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
185
shares
|
$8,019
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
176
shares
|
$7,629
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
165
shares
|
$7,152
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
159
shares
|
$6,892
0.0% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
154
shares
|
$6,675
0.0% of portfolio
|
Q1 2025
Reduced 58.04%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
150
shares
|
$6,502
0.0% of portfolio
|
Q2 2023
Reduced 17.13%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
135
shares
|
$5,852
0.0% of portfolio
|
Q1 2025
Reduced 17.68%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
131
shares
|
$5,678
0.0% of portfolio
|
Q1 2025
Reduced 48.02%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
128
shares
|
$5,548
0.0% of portfolio
|
Q1 2025
Reduced 41.55%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
122
shares
|
$5,288
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
121
shares
|
$5,245
0.0% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
119
shares
|
$5,158
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
117
shares
|
$5,071
0.0% of portfolio
|
Q4 2024
Reduced 85.59%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
103
shares
|
$4,465
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
92
shares
|
$3,988
0.0% of portfolio
|
Q4 2024
Reduced 21.37%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
81
shares
|
$3,511
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
80
shares
|
$3,468
0.0% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
77
shares
|
$3,337
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
71
shares
|
$3,077
0.0% of portfolio
|
Q3 2024
Reduced 39.83%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
66
shares
|
$2,861
0.0% of portfolio
|
Q3 2024
Reduced 34.65%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
65
shares
|
$2,817
0.0% of portfolio
|
Q3 2024
Reduced 71.86%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
64
shares
|
$2,774
0.0% of portfolio
|
Q4 2024
Reduced 82.22%
|