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 458 institutions that hold shares in the stock, with a total of 44.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
366,588
shares
|
$14.7 Million
1.08% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
353,626
shares
|
$14.2 Million
1.5% of portfolio
|
Q1 2025
Reduced 10.02%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
343,880
shares
|
$13.8 Million
1.37% of portfolio
|
Q1 2025
Added 7.03%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
320,655
shares
|
$12.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.61%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
303,956
shares
|
$12.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 46.61%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
293,000
shares
|
$11.8 Million
0.0% of portfolio
|
Q1 2025
Added 20.08%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
May 06, 2025 Q1 2025 |
285,488
shares
|
$11.5 Million
8.89% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
May 09, 2025 Q1 2025 |
273,595
shares
|
$11 Million
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
252,152
shares
|
$10.1 Million
1.13% of portfolio
|
Q1 2025
Added 13.71%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
227,833
shares
|
$9.16 Million
0.89% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
220,249
shares
|
$8.86 Million
0.02% of portfolio
|
Q1 2025
Reduced 20.89%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
208,421
shares
|
$8.38 Million
0.73% of portfolio
|
Q3 2022
Reduced 1.9%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
197,351
shares
|
$7.94 Million
0.01% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
194,446
shares
|
$7.82 Million
0.61% of portfolio
|
Q1 2025
Added 9.19%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
193,275
shares
|
$7.77 Million
2.28% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
190,972
shares
|
$7.68 Million
2.92% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
190,534
shares
|
$7.66 Million
0.7% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
189,176
shares
|
$7.61 Million
1.55% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Strategic Financial Planning, Inc.
|
May 14, 2025 Q1 2025 |
186,863
shares
|
$7.51 Million
4.62% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
186,842
shares
|
$7.51 Million
0.68% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
184,791
shares
|
$7.43 Million
2.25% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
180,958
shares
|
$7.28 Million
4.98% of portfolio
|
Q1 2025
Added 112.64%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
180,516
shares
|
$7.26 Million
0.68% of portfolio
|
Q1 2025
Added 9.67%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
177,250
shares
|
$7.13 Million
0.01% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
174,151
shares
|
$7 Million
1.28% of portfolio
|
Q1 2025
Reduced 0.42%
|