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 423 institutions that hold shares in the stock, with a total of 45.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
60,397
shares
|
$2.08 Million
0.29% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
58,298
shares
|
$2 Million
0.59% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
56,000
shares
|
$1.93 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,202
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
55,119
shares
|
$1.89 Million
0.24% of portfolio
|
Q3 2022
Reduced 25.17%
|
|
|
Latigo Investments, LLC
|
Nov 13, 2024 Q3 2024 |
55,000
shares
|
$1.89 Million
1.05% of portfolio
|
Q3 2024
Reduced 48.82%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
54,933
shares
|
$1.89 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
54,933
shares
|
$1.89 Million
0.25% of portfolio
|
Q3 2024
Added 11.36%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Nov 04, 2024 Q3 2024 |
53,514
shares
|
$1.84 Million
0.55% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
50,101
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Added 9.77%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
49,536
shares
|
$1.7 Million
0.35% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
48,900
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.23%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Oct 15, 2024 Q3 2024 |
48,303
shares
|
$1.66 Million
1.33% of portfolio
|
Q3 2024
Reduced 10.06%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
48,150
shares
|
$1.66 Million
0.69% of portfolio
|
Q2 2024
Reduced 16.96%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
47,036
shares
|
$1.62 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Nov 08, 2024 Q3 2024 |
45,437
shares
|
$1.56 Million
0.59% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
44,624
shares
|
$1.53 Million
0.81% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
44,453
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2024
Reduced 86.9%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
43,670
shares
|
$1.5 Million
0.46% of portfolio
|
Q2 2023
Added 22.4%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
43,487
shares
|
$1.5 Million
0.78% of portfolio
|
Q2 2023
Reduced 2.95%
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
43,022
shares
|
$1.48 Million
0.56% of portfolio
|
Q3 2024
Added 23.25%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
42,315
shares
|
$1.45 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
41,800
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 18, 2024 Q3 2024 |
41,792
shares
|
$1.44 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
41,678
shares
|
$1.43 Million
0.53% of portfolio
|
Q3 2024
Added 6.52%
|