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 |
|---|---|---|---|---|---|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
74,816
shares
|
$3.35 Million
0.98% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
73,658
shares
|
$3.29 Million
0.1% of portfolio
|
Q2 2025
Added 8.71%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
73,596
shares
|
$3.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
71,621
shares
|
$3.2 Million
0.0% of portfolio
|
Q2 2025
Added 17.25%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
70,221
shares
|
$3.14 Million
0.03% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
70,202
shares
|
$3.14 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
68,301
shares
|
$3.05 Million
0.76% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
67,441
shares
|
$3.02 Million
0.49% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
65,680
shares
|
$2.94 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
62,426
shares
|
$2.79 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.89%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
61,851
shares
|
$2.77 Million
0.0% of portfolio
|
Q3 2025
Added 25.57%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
61,125
shares
|
$2.73 Million
0.04% of portfolio
|
Q2 2025
Reduced 46.52%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
59,605
shares
|
$2.67 Million
0.0% of portfolio
|
Q2 2025
Added 156.71%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
56,123
shares
|
$2.51 Million
1.39% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
55,810
shares
|
$2.5 Million
0.56% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
55,290
shares
|
$2.47 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,202
shares
|
$2.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
55,119
shares
|
$2.46 Million
0.24% of portfolio
|
Q3 2022
Reduced 25.17%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
54,933
shares
|
$2.46 Million
0.25% of portfolio
|
Q3 2024
Added 11.36%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
54,658
shares
|
$2.44 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
53,416
shares
|
$2.39 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Colony Family Offices, LLC
|
Oct 24, 2025 Q3 2025 |
50,105
shares
|
$2.24 Million
0.64% of portfolio
|
Q3 2025
Reduced 14.06%
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Aug 22, 2025 Q2 2025 |
49,926
shares
|
$2.23 Million
1.39% of portfolio
|
Q2 2025
Added 51.13%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
49,455
shares
|
$2.21 Million
0.0% of portfolio
|
Q2 2025
Added 10.92%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
48,957
shares
|
$2.19 Million
0.51% of portfolio
|
Q3 2025
Reduced 3.16%
|