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 514 institutions that hold shares in the stock, with a total of 45.3 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 |
|---|---|---|---|---|---|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
38
shares
|
$1,711
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
37
shares
|
$1,666
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
36
shares
|
$1,621
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
35
shares
|
$1,576
0.0% of portfolio
|
Q4 2021
Added 6.06%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
32
shares
|
$1,441
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Nov 12, 2025 Q3 2025 |
31
shares
|
$1,396
0.0% of portfolio
|
Q3 2025
Reduced 91.44%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
31
shares
|
$1,396
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
29
shares
|
$1,306
0.0% of portfolio
|
Q3 2025
Reduced 90.1%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
29
shares
|
$1,306
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
29
shares
|
$1,306
0.0% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
29
shares
|
$1,306
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
25
shares
|
$1,126
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
25
shares
|
$1,126
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
24
shares
|
$1,080
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
23
shares
|
$1,035
0.0% of portfolio
|
Q3 2025
Added 283.33%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
23
shares
|
$1,035
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
21
shares
|
$945
0.0% of portfolio
|
Q3 2025
Added 2000.0%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
19
shares
|
$855
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
17
shares
|
$765
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
17
shares
|
$765
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
17
shares
|
$765
0.0% of portfolio
|
Q2 2022
Reduced 73.44%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
14
shares
|
$630
0.0% of portfolio
|
Q3 2025
Added 180.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
13
shares
|
$585
0.0% of portfolio
|
Q1 2024
Reduced 95.36%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
12
shares
|
$540
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
12
shares
|
$540
0.0% of portfolio
|
Q2 2025
New holding
|
|