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 |
|---|---|---|---|---|---|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
200
shares
|
$9,070
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
198
shares
|
$8,979
0.0% of portfolio
|
Q1 2025
Added 127.59%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
182
shares
|
$8,253
0.0% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
178
shares
|
$8,072
0.0% of portfolio
|
Q2 2025
Added 150.7%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
176
shares
|
$7,981
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
174
shares
|
$7,890
0.01% of portfolio
|
Q2 2025
Added 95.4%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
165
shares
|
$7,482
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
164
shares
|
$7,437
0.0% of portfolio
|
Q2 2025
Added 156.25%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
159
shares
|
$7,210
0.0% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
154
shares
|
$6,983
0.0% of portfolio
|
Q1 2025
Reduced 58.04%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
150
shares
|
$6,802
0.0% of portfolio
|
Q2 2023
Reduced 17.13%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
137
shares
|
$6,212
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
131
shares
|
$5,940
0.0% of portfolio
|
Q1 2025
Reduced 48.02%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
128
shares
|
$5,804
0.0% of portfolio
|
Q1 2025
Reduced 41.55%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
122
shares
|
$5,532
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
103
shares
|
$4,671
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
92
shares
|
$4,172
0.0% of portfolio
|
Q4 2024
Reduced 21.37%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
81
shares
|
$3,673
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
80
shares
|
$3,628
0.0% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
77
shares
|
$3,491
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
68
shares
|
$3,083
0.0% of portfolio
|
Q2 2025
Reduced 41.88%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
62
shares
|
$2,811
0.0% of portfolio
|
Q2 2025
Added 226.32%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
61
shares
|
$2,766
0.0% of portfolio
|
Q3 2024
Reduced 86.04%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
50
shares
|
$2,267
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
49
shares
|
$2,222
0.0% of portfolio
|
Q4 2024
Reduced 73.37%
|