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 468 institutions that hold shares in the stock, with a total of 44.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
167,563
shares
|
$7.26 Million
0.08% of portfolio
|
Q1 2025
Added 8.63%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
162,969
shares
|
$7.06 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
162,058
shares
|
$7.03 Million
0.0% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
156,204
shares
|
$6.77 Million
0.16% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
155,380
shares
|
$6.74 Million
0.24% of portfolio
|
Q1 2025
Added 93.9%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
154,836
shares
|
$6.71 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
154,506
shares
|
$6.7 Million
1.77% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
153,314
shares
|
$6.65 Million
0.29% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
152,407
shares
|
$6.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 29.44%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
151,111
shares
|
$6.55 Million
0.18% of portfolio
|
Q1 2025
Added 7.9%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
144,189
shares
|
$6.25 Million
0.08% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
139,708
shares
|
$6.06 Million
2.44% of portfolio
|
Q1 2025
Added 35.33%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
139,003
shares
|
$6.03 Million
0.83% of portfolio
|
Q1 2025
Added 11.77%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
136,723
shares
|
$5.93 Million
0.08% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
133,244
shares
|
$5.78 Million
1.94% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
127,285
shares
|
$5.52 Million
0.21% of portfolio
|
Q1 2025
Added 1867.31%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
123,592
shares
|
$5.36 Million
0.0% of portfolio
|
Q1 2025
Reduced 42.33%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
122,492
shares
|
$5.31 Million
3.6% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
120,395
shares
|
$5.22 Million
0.01% of portfolio
|
Q4 2024
Reduced 60.71%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
118,631
shares
|
$5.14 Million
1.31% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
114,296
shares
|
$4.95 Million
0.09% of portfolio
|
Q1 2025
Reduced 14.99%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
111,822
shares
|
$4.85 Million
2.52% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
111,354
shares
|
$4.83 Million
0.0% of portfolio
|
Q1 2025
Reduced 40.7%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jul 24, 2025 Q2 2025 |
108,578
shares
|
$4.71 Million
3.21% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Upper Left Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
106,664
shares
|
$4.62 Million
3.2% of portfolio
|
Q2 2025
Added 8.99%
|