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 455 institutions that hold shares in the stock, with a total of 46.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
101,449
shares
|
$3.67 Million
1.92% of portfolio
|
Q4 2024
Added 23.97%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
101,407
shares
|
$3.67 Million
0.65% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
101,274
shares
|
$3.66 Million
0.51% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 27, 2025 Q4 2024 |
98,711
shares
|
$3.57 Million
1.15% of portfolio
|
Q4 2024
Reduced 98.37%
|
|
|
Upper Left Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
97,862
shares
|
$3.54 Million
2.65% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
94,947
shares
|
$3.43 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
94,392
shares
|
$3.41 Million
0.39% of portfolio
|
Q4 2024
Reduced 11.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
93,073
shares
|
$3.37 Million
0.0% of portfolio
|
Q4 2024
Added 44.68%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
92,949
shares
|
$3.36 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
87,403
shares
|
$3.16 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.82%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Feb 11, 2025 Q4 2024 |
85,101
shares
|
$3.08 Million
2.48% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
82,012
shares
|
$2.97 Million
0.82% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
80,506
shares
|
$2.91 Million
0.11% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
80,486
shares
|
$2.91 Million
0.96% of portfolio
|
Q4 2024
Reduced 29.91%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
80,135
shares
|
$2.9 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
St. Louis Trust CO
|
Feb 07, 2025 Q4 2024 |
79,937
shares
|
$2.89 Million
0.39% of portfolio
|
Q2 2024
Added 1.65%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
79,052
shares
|
$2.86 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
78,197
shares
|
$2.83 Million
1.18% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
78,131
shares
|
$2.83 Million
0.46% of portfolio
|
Q4 2024
Reduced 21.89%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
76,948
shares
|
$2.78 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
73,965
shares
|
$2.67 Million
0.09% of portfolio
|
Q4 2024
Reduced 22.45%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
73,757
shares
|
$2.67 Million
0.18% of portfolio
|
Q4 2024
Reduced 8.46%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
73,596
shares
|
$2.66 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
72,515
shares
|
$2.62 Million
0.0% of portfolio
|
Q4 2024
Reduced 73.24%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
70,818
shares
|
$2.56 Million
0.03% of portfolio
|
Q4 2024
Added 6.54%
|