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 405 institutions that hold shares in the stock, with a total of 88.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.14 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 13, 2024 Q1 2024 |
36,376
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2024
Added 1.52%
|
|
Dopkins Wealth Management, LLC
|
May 03, 2024 Q1 2024 |
36,174
shares
|
$1.29 Million
0.82% of portfolio
|
Q1 2024
Reduced 1.9%
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 26, 2024 Q1 2024 |
35,974
shares
|
$1.28 Million
0.57% of portfolio
|
Q1 2024
Added 4.84%
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
35,923
shares
|
$1.28 Million
0.03% of portfolio
|
Q1 2024
Reduced 20.44%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
35,458
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2024
Reduced 43.87%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
34,986
shares
|
$1.24 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
33,990
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2024
Reduced 15.38%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
33,339
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.88%
|
|
Sol Capital Management CO
|
Apr 24, 2024 Q1 2024 |
32,863
shares
|
$1.17 Million
0.15% of portfolio
|
Q2 2023
Reduced 0.45%
|
|
Wealth Architects, LLC
|
May 13, 2024 Q1 2024 |
32,793
shares
|
$1.17 Million
0.16% of portfolio
|
Q3 2023
Reduced 0.97%
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2024 Q1 2024 |
32,491
shares
|
$1.16 Million
0.25% of portfolio
|
Q1 2024
Added 2.8%
|
|
North Crest Asset Manangement, LLC
|
Apr 15, 2024 Q1 2024 |
31,891
shares
|
$1.13 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.5%
|
|
Commerce Bank
Kansas City, MO |
May 03, 2024 Q1 2024 |
31,598
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2024
Added 2.88%
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Apr 29, 2024 Q1 2024 |
31,472
shares
|
$1.12 Million
0.96% of portfolio
|
Q1 2024
Added 50.35%
|
|
Oakwell Private Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
31,351
shares
|
$1.12 Million
0.34% of portfolio
|
Q1 2024
Reduced 1.41%
|
|
Leisure Capital Management
|
May 06, 2024 Q1 2024 |
31,106
shares
|
$1.11 Million
0.56% of portfolio
|
Q1 2024
Added 10.71%
|
|
Foster Group, Inc.
|
Apr 09, 2024 Q1 2024 |
30,445
shares
|
$1.08 Million
0.05% of portfolio
|
Q1 2024
Added 19.73%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
30,334
shares
|
$1.08 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.42%
|
|
Hexagon Capital Partners LLC
|
Apr 18, 2024 Q1 2024 |
29,015
shares
|
$1.03 Million
0.23% of portfolio
|
Q1 2024
Added 34.84%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 24, 2024 Q1 2024 |
28,895
shares
|
$1.03 Million
0.05% of portfolio
|
Q1 2024
New holding
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 18, 2024 Q1 2024 |
28,585
shares
|
$1.02 Million
0.13% of portfolio
|
Q1 2024
Added 1.24%
|
|
Single Point Partners, LLC
|
Apr 11, 2024 Q1 2024 |
28,233
shares
|
$1 Million
0.23% of portfolio
|
Q1 2024
Reduced 5.78%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
28,231
shares
|
$1 Million
0.05% of portfolio
|
Q1 2024
Added 0.38%
|
|
Cva Family Office, LLC
|
Apr 10, 2024 Q1 2024 |
27,824
shares
|
$989,977
0.18% of portfolio
|
Q4 2023
Reduced 0.07%
|
|
Carolina Wealth Advisors, LLC
|
Apr 05, 2024 Q1 2024 |
27,709
shares
|
$985,886
0.55% of portfolio
|
Q1 2024
Added 8.31%
|