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 |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
105,992
shares
|
$4.59 Million
0.71% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
101,147
shares
|
$4.38 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
96,249
shares
|
$4.17 Million
0.12% of portfolio
|
Q1 2025
Reduced 47.12%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
92,304
shares
|
$4 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
91,910
shares
|
$3.98 Million
0.01% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
91,275
shares
|
$3.96 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Seven Springs Wealth Group, LLC
|
May 15, 2025 Q1 2025 |
90,770
shares
|
$3.93 Million
1.19% of portfolio
|
Q1 2025
Reduced 18.69%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
89,810
shares
|
$3.89 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
87,382
shares
|
$3.79 Million
0.0% of portfolio
|
Q1 2025
Added 1721.22%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
87,332
shares
|
$3.79 Million
0.61% of portfolio
|
Q2 2025
Reduced 11.4%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
80,954
shares
|
$3.51 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.74%
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
79,937
shares
|
$3.47 Million
0.42% of portfolio
|
Q2 2024
Added 1.65%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
78,877
shares
|
$3.42 Million
0.34% of portfolio
|
Q1 2025
Reduced 16.44%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
78,810
shares
|
$3.42 Million
0.87% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
78,344
shares
|
$3.4 Million
1.27% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
76,815
shares
|
$3.33 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Jul 15, 2025 Q2 2025 |
76,156
shares
|
$3.3 Million
2.79% of portfolio
|
Q1 2025
Added 10.54%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
75,751
shares
|
$3.28 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
75,592
shares
|
$3.28 Million
0.98% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
75,555
shares
|
$3.28 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
75,338
shares
|
$3.27 Million
0.04% of portfolio
|
Q1 2025
Added 11.19%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
74,568
shares
|
$3.23 Million
0.0% of portfolio
|
Q1 2025
Added 14.33%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
73,601
shares
|
$3.19 Million
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
70,092
shares
|
$3.04 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
68,290
shares
|
$2.96 Million
0.63% of portfolio
|
Q2 2025
Added 32.79%
|