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 507 institutions that hold shares in the stock, with a total of 77.1 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 |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
32
shares
|
$1,423
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
31
shares
|
$1,379
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
29
shares
|
$1,290
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
29
shares
|
$1,290
0.0% of portfolio
|
Q3 2025
Reduced 90.1%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
29
shares
|
$1,290
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
29
shares
|
$1,290
0.0% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
25
shares
|
$1,112
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
25
shares
|
$1,112
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
24
shares
|
$1,067
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
23
shares
|
$1,023
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
23
shares
|
$1,023
0.0% of portfolio
|
Q3 2025
Added 283.33%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
21
shares
|
$934
0.0% of portfolio
|
Q3 2025
Added 2000.0%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
19
shares
|
$845
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
17
shares
|
$756
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
17
shares
|
$756
0.0% of portfolio
|
Q2 2022
Reduced 73.44%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
17
shares
|
$756
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
16
shares
|
$711
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
14
shares
|
$622
0.0% of portfolio
|
Q3 2025
Added 180.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
13
shares
|
$578
0.0% of portfolio
|
Q1 2024
Reduced 95.36%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
12
shares
|
$533
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
12
shares
|
$533
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
11
shares
|
$489
0.0% of portfolio
|
Q1 2025
Reduced 98.14%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
10
shares
|
$444
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
9
shares
|
$400
0.0% of portfolio
|
Q2 2025
Reduced 64.0%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
7
shares
|
$311
0.0% of portfolio
|
Q3 2025
New holding
|