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 509 institutions that hold shares in the stock, with a total of 77.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
131
shares
|
$5,858
0.0% of portfolio
|
Q1 2025
Reduced 48.02%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
128
shares
|
$5,724
0.0% of portfolio
|
Q1 2025
Reduced 41.55%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
122
shares
|
$5,455
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
120
shares
|
$5,366
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
116
shares
|
$5,187
0.0% of portfolio
|
Q3 2025
Added 176.19%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
103
shares
|
$4,606
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
81
shares
|
$3,622
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
80
shares
|
$3,577
0.0% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
77
shares
|
$3,443
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
75
shares
|
$3,354
0.0% of portfolio
|
Q3 2025
Added 20.97%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
71
shares
|
$3,175
0.0% of portfolio
|
Q3 2025
Reduced 22.83%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
68
shares
|
$3,040
0.0% of portfolio
|
Q2 2025
Reduced 41.88%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
61
shares
|
$2,727
0.0% of portfolio
|
Q3 2024
Reduced 86.04%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
50
shares
|
$2,236
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
49
shares
|
$2,191
0.0% of portfolio
|
Q4 2024
Reduced 73.37%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
43
shares
|
$1,922
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
40
shares
|
$1,788
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
38
shares
|
$1,699
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
37
shares
|
$1,654
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
37
shares
|
$1,654
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
36
shares
|
$1,609
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
35
shares
|
$1,565
0.0% of portfolio
|
Q4 2021
Added 6.06%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
32
shares
|
$1,431
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
31
shares
|
$1,386
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
29
shares
|
$1,296
0.0% of portfolio
|
Q3 2025
Reduced 3.33%
|