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 $1.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
61
shares
|
$2,644
0.0% of portfolio
|
Q3 2024
Reduced 86.04%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
60
shares
|
$2,601
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
58
shares
|
$2,514
0.0% of portfolio
|
Q1 2025
Added 38.1%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
55
shares
|
$2,384
0.0% of portfolio
|
Q1 2025
Reduced 11.29%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
50
shares
|
$2,167
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
49
shares
|
$2,124
0.0% of portfolio
|
Q4 2024
Reduced 73.37%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
43
shares
|
$1,864
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
42
shares
|
$1,820
0.0% of portfolio
|
Q3 2024
Reduced 48.78%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
40
shares
|
$1,734
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
38
shares
|
$1,647
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
36
shares
|
$1,560
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
35
shares
|
$1,517
0.0% of portfolio
|
Q4 2021
Added 6.06%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
32
shares
|
$1,387
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
31
shares
|
$1,343
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
31
shares
|
$1,343
0.0% of portfolio
|
Q1 2025
Added 1450.0%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
30
shares
|
$1,300
0.0% of portfolio
|
Q4 2024
Added 2900.0%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
30
shares
|
$1,300
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
29
shares
|
$1,257
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
25
shares
|
$1,083
0.0% of portfolio
|
Q1 2025
Reduced 97.57%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
25
shares
|
$1,083
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
25
shares
|
$1,083
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
23
shares
|
$997
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
17
shares
|
$736
0.0% of portfolio
|
Q4 2024
Added 325.0%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
17
shares
|
$736
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
17
shares
|
$736
0.0% of portfolio
|
Q2 2022
Reduced 73.44%
|