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 506 institutions that hold shares in the stock, with a total of 77.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
115,195
shares
|
$5.15 Million
0.0% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
113,102
shares
|
$5.06 Million
0.72% of portfolio
|
Q3 2025
Added 161.31%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
111,182
shares
|
$4.97 Million
3.11% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
110,618
shares
|
$4.95 Million
1.0% of portfolio
|
Q3 2025
Added 24.34%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jul 24, 2025 Q2 2025 |
108,578
shares
|
$4.86 Million
3.21% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 17, 2025 Q3 2025 |
104,827
shares
|
$4.69 Million
2.13% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
102,535
shares
|
$4.59 Million
0.76% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Upper Left Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
100,211
shares
|
$4.48 Million
3.02% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
99,929
shares
|
$4.47 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
91,110
shares
|
$4.07 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Seven Springs Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
90,700
shares
|
$4.06 Million
0.98% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
90,185
shares
|
$4.03 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
87,823
shares
|
$3.93 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
87,054
shares
|
$3.89 Million
0.26% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
85,566
shares
|
$3.83 Million
0.1% of portfolio
|
Q3 2025
Reduced 14.58%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
83,960
shares
|
$3.75 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
83,403
shares
|
$3.73 Million
0.47% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
81,396
shares
|
$3.64 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
79,105
shares
|
$3.54 Million
1.48% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
78,822
shares
|
$3.52 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
78,307
shares
|
$3.5 Million
0.0% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
78,112
shares
|
$3.49 Million
0.55% of portfolio
|
Q3 2025
Reduced 10.56%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
76,263
shares
|
$3.41 Million
0.84% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Jul 15, 2025 Q2 2025 |
76,156
shares
|
$3.41 Million
2.79% of portfolio
|
Q1 2025
Added 10.54%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
75,205
shares
|
$3.36 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.18%
|