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 411 institutions that hold shares in the stock, with a total of 88 Million shares, which have been reported (via 13F filing form) to have a value of $3.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
429,171
shares
|
$16.6 Million
0.05% of portfolio
|
Q2 2024
Reduced 5.55%
|
|
Jfg Wealth Management, LLC
Denver, CO |
Aug 01, 2024 Q2 2024 |
400,008
shares
|
$15.4 Million
4.06% of portfolio
|
Q2 2024
Added 16.36%
|
|
Vise Technologies, Inc.
New York, NY |
Aug 01, 2024 Q2 2024 |
346,253
shares
|
$13.4 Million
2.19% of portfolio
|
Q2 2024
Added 11.66%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
344,830
shares
|
$13.3 Million
0.0% of portfolio
|
Q2 2024
Added 0.46%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
339,244
shares
|
$13.1 Million
0.0% of portfolio
|
Q2 2024
Added 148.35%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
312,287
shares
|
$12.1 Million
0.01% of portfolio
|
Q2 2024
Added 2729.71%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
306,370
shares
|
$11.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.19%
|
|
Charles Schwab Trust CO
|
Jul 17, 2024 Q2 2024 |
292,669
shares
|
$11.3 Million
0.98% of portfolio
|
Q2 2024
Added 4.9%
|
|
Morton Brown Family Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
292,599
shares
|
$11.3 Million
4.0% of portfolio
|
Q2 2024
Reduced 27.65%
|
|
Act Wealth Management, LLC
|
Jul 11, 2024 Q2 2024 |
292,077
shares
|
$11.3 Million
5.11% of portfolio
|
Q2 2024
Added 1.91%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
273,801
shares
|
$10.6 Million
0.01% of portfolio
|
Q2 2024
Added 6.93%
|
|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
272,525
shares
|
$10.5 Million
1.14% of portfolio
|
Q2 2024
Added 17.85%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
252,776
shares
|
$9.76 Million
0.0% of portfolio
|
Q2 2024
Added 21.15%
|
|
Valley National Advisers Inc
|
Jul 18, 2024 Q2 2024 |
250,553
shares
|
$9.68 Million
1.32% of portfolio
|
Q2 2024
Added 3.03%
|
|
Capital Insight Partners, LLC
|
Jul 24, 2024 Q2 2024 |
239,151
shares
|
$9.24 Million
1.62% of portfolio
|
Q2 2024
Reduced 1.59%
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 02, 2024 Q2 2024 |
233,560
shares
|
$9.02 Million
0.39% of portfolio
|
Q2 2024
Added 6.25%
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Jul 29, 2024 Q2 2024 |
222,827
shares
|
$8.61 Million
1.03% of portfolio
|
Q2 2024
Reduced 2.0%
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 09, 2024 Q2 2024 |
220,820
shares
|
$8.53 Million
0.29% of portfolio
|
Q2 2024
Reduced 8.37%
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2024 Q2 2024 |
218,264
shares
|
$8.43 Million
0.67% of portfolio
|
Q2 2024
Reduced 6.32%
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
208,421
shares
|
$8.05 Million
0.73% of portfolio
|
Q3 2022
Reduced 1.9%
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 16, 2024 Q2 2024 |
199,761
shares
|
$7.71 Million
1.85% of portfolio
|
Q2 2024
Added 0.63%
|
|
Brand Asset Management Group, Inc.
|
Jul 19, 2024 Q2 2024 |
184,022
shares
|
$7.11 Million
2.8% of portfolio
|
Q2 2024
Added 0.23%
|
|
Mission Wealth Management, LP
|
Aug 02, 2024 Q2 2024 |
181,207
shares
|
$7 Million
0.17% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
Strategic Financial Planning, Inc.
|
Aug 09, 2024 Q2 2024 |
178,790
shares
|
$6.9 Million
4.59% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
Courage Miller Partners, LLC
|
Jul 25, 2024 Q2 2024 |
178,426
shares
|
$6.89 Million
2.29% of portfolio
|
Q2 2024
Reduced 0.26%
|