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 521 institutions that hold shares in the stock, with a total of 45.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
587
shares
|
$26,438
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
585
shares
|
$26,348
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
569
shares
|
$25,627
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Proffitt & Goodson Inc
|
Jan 27, 2026 Q4 2025 |
559
shares
|
$25,177
0.0% of portfolio
|
Q3 2025
Reduced 14.53%
|
|
|
Tfc Financial Management
|
Jan 23, 2026 Q4 2025 |
479
shares
|
$21,574
0.0% of portfolio
|
Q1 2022
Reduced 70.49%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
467
shares
|
$21,033
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
457
shares
|
$20,583
0.0% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jan 28, 2026 Q4 2025 |
450
shares
|
$20,268
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
442
shares
|
$19,907
0.0% of portfolio
|
Q3 2025
Reduced 71.99%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
433
shares
|
$19,502
0.0% of portfolio
|
Q4 2025
Added 6.13%
|
|
|
4 Thought Financial Group Inc.
|
Jan 29, 2026 Q4 2025 |
424
shares
|
$19,096
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
418
shares
|
$18,826
0.0% of portfolio
|
Q3 2025
Reduced 20.68%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
416
shares
|
$18,736
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
393
shares
|
$17,700
0.0% of portfolio
|
Q2 2020
Reduced 86.69%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
378
shares
|
$17,025
0.0% of portfolio
|
Q4 2024
Reduced 49.06%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 27, 2026 Q4 2025 |
372
shares
|
$16,754
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 22, 2026 Q4 2025 |
359
shares
|
$16,169
0.01% of portfolio
|
Q4 2025
Added 0.84%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
348
shares
|
$15,673
0.01% of portfolio
|
Q3 2025
Reduced 7.94%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
346
shares
|
$15,583
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Whittier Trust CO
|
Jan 26, 2026 Q4 2025 |
342
shares
|
$15,403
0.0% of portfolio
|
Q4 2025
Added 3.64%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
340
shares
|
$15,313
0.01% of portfolio
|
Q2 2025
Added 95.4%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
340
shares
|
$15,313
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
338
shares
|
$15,223
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
331
shares
|
$14,908
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
324
shares
|
$14,592
0.01% of portfolio
|
Q3 2025
New holding
|
|