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 |
|---|---|---|---|---|---|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
41,094
shares
|
$1.41 Million
0.68% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
40,746
shares
|
$1.4 Million
0.56% of portfolio
|
Q1 2023
Reduced 0.16%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
39,662
shares
|
$1.36 Million
0.04% of portfolio
|
Q3 2024
Added 170.86%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
39,146
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.45%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
37,599
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
37,248
shares
|
$1.28 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
35,854
shares
|
$1.23 Million
0.17% of portfolio
|
Q3 2024
Reduced 36.5%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
35,027
shares
|
$1.2 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
34,986
shares
|
$1.2 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
33,099
shares
|
$1.14 Million
0.05% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
33,007
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
32,273
shares
|
$1.11 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
31,971
shares
|
$1.1 Million
0.04% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
31,323
shares
|
$1.08 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
31,247
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
30,959
shares
|
$1.06 Million
0.05% of portfolio
|
Q3 2024
Added 7.63%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
30,948
shares
|
$1.06 Million
1.0% of portfolio
|
Q3 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
30,858
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.34%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
30,811
shares
|
$1.06 Million
0.23% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
30,588
shares
|
$1.05 Million
0.14% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
29,018
shares
|
$997,638
0.59% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
28,626
shares
|
$984,161
0.0% of portfolio
|
Q3 2024
Added 46.31%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
28,252
shares
|
$971,303
0.01% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
27,360
shares
|
$940,636
0.12% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
26,855
shares
|
$923,274
0.3% of portfolio
|
Q3 2024
Reduced 11.31%
|