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 405 institutions that hold shares in the stock, with a total of 88.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.14 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wedmont Private Capital
|
Apr 10, 2024 Q1 2024 |
111,758
shares
|
$3.98 Million
0.3% of portfolio
|
Q1 2024
Added 0.01%
|
|
Brooklyn Fi, LLC
New York, NY |
Apr 17, 2024 Q1 2024 |
109,941
shares
|
$3.91 Million
1.62% of portfolio
|
Q1 2024
Reduced 0.39%
|
|
Latigo Investments, LLC
|
May 06, 2024 Q1 2024 |
107,467
shares
|
$3.82 Million
2.0% of portfolio
|
Q4 2022
New holding
|
|
Lpf Advisors LLC
Sarasota, FL |
May 06, 2024 Q1 2024 |
104,035
shares
|
$3.7 Million
3.73% of portfolio
|
Q1 2024
Reduced 2.09%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
101,919
shares
|
$3.63 Million
0.0% of portfolio
|
Q1 2024
Reduced 16.58%
|
|
Procyon Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
101,286
shares
|
$3.6 Million
0.28% of portfolio
|
Q1 2024
Added 1365.58%
|
|
Embree Financial Group
Chicago, IL |
May 03, 2024 Q1 2024 |
100,944
shares
|
$3.59 Million
0.71% of portfolio
|
Q1 2024
Added 3.73%
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 08, 2024 Q1 2024 |
100,504
shares
|
$3.58 Million
0.71% of portfolio
|
Q1 2024
Reduced 38.95%
|
|
Patriot Investment Management Inc.
|
Apr 16, 2024 Q1 2024 |
97,208
shares
|
$3.46 Million
0.28% of portfolio
|
Q1 2024
Reduced 3.26%
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2024 Q1 2024 |
95,634
shares
|
$3.4 Million
0.14% of portfolio
|
Q1 2024
Reduced 2.11%
|
|
Cornerstone Wealth Advisors, Inc.
|
Apr 11, 2024 Q1 2024 |
90,097
shares
|
$3.21 Million
0.99% of portfolio
|
Q1 2024
Reduced 12.58%
|
|
M Holdings Securities, Inc.
Portland, OR |
May 14, 2024 Q1 2024 |
88,346
shares
|
$3.14 Million
0.53% of portfolio
|
Q1 2024
Added 39.04%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
85,811
shares
|
$3.05 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.37%
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 15, 2024 Q1 2024 |
85,458
shares
|
$3.04 Million
0.24% of portfolio
|
Q1 2024
Added 21.75%
|
|
Hbk Sorce Advisory LLC
Erie, PA |
May 09, 2024 Q1 2024 |
80,676
shares
|
$2.87 Million
0.11% of portfolio
|
Q1 2024
Reduced 2.21%
|
|
St. Louis Trust CO
|
May 01, 2024 Q1 2024 |
78,639
shares
|
$2.8 Million
0.44% of portfolio
|
Q4 2022
Added 4.26%
|
|
Upper Left Wealth Management, LLC
|
Apr 23, 2024 Q1 2024 |
76,066
shares
|
$2.71 Million
2.57% of portfolio
|
Q1 2024
Reduced 0.83%
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 08, 2024 Q1 2024 |
75,437
shares
|
$2.68 Million
0.12% of portfolio
|
Q1 2024
Added 2.03%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2024 Q1 2024 |
75,199
shares
|
$2.68 Million
0.08% of portfolio
|
Q1 2024
Added 817.62%
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
73,766
shares
|
$2.62 Million
0.0% of portfolio
|
Q1 2024
Added 0.13%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
70,680
shares
|
$2.51 Million
0.01% of portfolio
|
Q1 2024
Added 67.56%
|
|
American Century Companies Inc
Kansas City, MO |
May 14, 2024 Q1 2024 |
70,662
shares
|
$2.51 Million
0.0% of portfolio
|
Q1 2024
Added 134.52%
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 13, 2024 Q1 2024 |
68,447
shares
|
$2.44 Million
0.56% of portfolio
|
Q1 2024
Reduced 0.05%
|
|
Forvis Wealth Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
68,307
shares
|
$2.43 Million
0.06% of portfolio
|
Q1 2024
Reduced 0.17%
|
|
Columbus Macro, LLC
|
Apr 12, 2024 Q1 2024 |
67,687
shares
|
$2.41 Million
0.94% of portfolio
|
Q1 2024
Reduced 0.64%
|