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 |
|---|---|---|---|---|---|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
65,920
shares
|
$2.65 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
May 06, 2025 Q1 2025 |
62,694
shares
|
$2.52 Million
1.14% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
61,082
shares
|
$2.46 Million
0.0% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
58,936
shares
|
$2.37 Million
0.08% of portfolio
|
Q1 2025
Reduced 20.09%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
58,164
shares
|
$2.34 Million
0.52% of portfolio
|
Q1 2025
Added 7.94%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
57,817
shares
|
$2.32 Million
0.35% of portfolio
|
Q1 2025
Reduced 26.0%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
57,390
shares
|
$2.31 Million
0.55% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
56,824
shares
|
$2.28 Million
0.0% of portfolio
|
Q1 2025
Reduced 38.95%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
56,017
shares
|
$2.25 Million
0.0% of portfolio
|
Q1 2025
Added 48.54%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
56,000
shares
|
$2.25 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,202
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
55,119
shares
|
$2.22 Million
0.24% of portfolio
|
Q3 2022
Reduced 25.17%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2025 Q1 2025 |
55,037
shares
|
$2.21 Million
0.54% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
54,933
shares
|
$2.21 Million
0.25% of portfolio
|
Q3 2024
Added 11.36%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
54,738
shares
|
$2.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Abacus Planning Group, Inc.
|
Apr 14, 2025 Q1 2025 |
54,067
shares
|
$2.17 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
51,426
shares
|
$2.07 Million
0.47% of portfolio
|
Q1 2025
Added 21.08%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
50,109
shares
|
$2.01 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Colony Family Offices, LLC
|
Apr 21, 2025 Q1 2025 |
47,500
shares
|
$1.91 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Apr 17, 2025 Q1 2025 |
45,192
shares
|
$1.82 Million
0.79% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
44,585
shares
|
$1.79 Million
0.0% of portfolio
|
Q1 2025
Added 7.5%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
44,406
shares
|
$1.79 Million
0.01% of portfolio
|
Q1 2025
Reduced 27.38%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
44,385
shares
|
$1.78 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
43,673
shares
|
$1.76 Million
0.54% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
43,670
shares
|
$1.76 Million
0.46% of portfolio
|
Q2 2023
Added 22.4%
|