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 458 institutions that hold shares in the stock, with a total of 44.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
101,274
shares
|
$4.07 Million
0.51% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
98,566
shares
|
$3.96 Million
0.64% of portfolio
|
Q1 2025
Reduced 37.55%
|
|
|
Upper Left Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
97,862
shares
|
$3.94 Million
2.65% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
96,249
shares
|
$3.87 Million
0.12% of portfolio
|
Q1 2025
Reduced 47.12%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
92,949
shares
|
$3.74 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
92,304
shares
|
$3.71 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
91,910
shares
|
$3.7 Million
0.01% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Seven Springs Wealth Group, LLC
|
May 15, 2025 Q1 2025 |
90,770
shares
|
$3.65 Million
1.19% of portfolio
|
Q1 2025
Reduced 18.69%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
87,382
shares
|
$3.51 Million
0.0% of portfolio
|
Q1 2025
Added 1721.22%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
82,012
shares
|
$3.3 Million
0.82% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
80,954
shares
|
$3.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.74%
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
79,937
shares
|
$3.21 Million
0.42% of portfolio
|
Q2 2024
Added 1.65%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
78,877
shares
|
$3.17 Million
0.34% of portfolio
|
Q1 2025
Reduced 16.44%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
78,344
shares
|
$3.15 Million
1.27% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
76,815
shares
|
$3.09 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
75,751
shares
|
$3.05 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
75,555
shares
|
$3.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
75,338
shares
|
$3.03 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 Million
0.0% of portfolio
|
Q1 2025
Added 14.33%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
73,601
shares
|
$2.96 Million
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
73,529
shares
|
$2.96 Million
0.9% of portfolio
|
Q1 2025
Reduced 8.64%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
70,092
shares
|
$2.82 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
67,758
shares
|
$2.72 Million
0.1% of portfolio
|
Q1 2025
Reduced 11.94%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
67,566
shares
|
$2.72 Million
0.09% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
67,441
shares
|
$2.71 Million
0.49% of portfolio
|
Q4 2024
Added 3.87%
|