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 |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
47,445
shares
|
$2.12 Million
0.08% of portfolio
|
Q2 2025
Reduced 50.71%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
46,736
shares
|
$2.09 Million
1.35% of portfolio
|
Q3 2025
Added 11.93%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Oct 31, 2025 Q3 2025 |
46,362
shares
|
$2.07 Million
1.0% of portfolio
|
Q3 2025
Reduced 10.12%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Nov 03, 2025 Q3 2025 |
45,465
shares
|
$2.03 Million
1.42% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
44,004
shares
|
$1.97 Million
0.58% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
43,670
shares
|
$1.95 Million
0.46% of portfolio
|
Q2 2023
Added 22.4%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
43,669
shares
|
$1.95 Million
0.85% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
43,487
shares
|
$1.94 Million
0.78% of portfolio
|
Q2 2023
Reduced 2.95%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
43,355
shares
|
$1.94 Million
0.04% of portfolio
|
Q2 2025
Reduced 13.48%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
42,315
shares
|
$1.89 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
41,512
shares
|
$1.86 Million
0.51% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
41,125
shares
|
$1.84 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
40,746
shares
|
$1.82 Million
0.56% of portfolio
|
Q1 2023
Reduced 0.16%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
40,579
shares
|
$1.81 Million
0.25% of portfolio
|
Q3 2025
Reduced 16.68%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
39,674
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
39,610
shares
|
$1.77 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
39,250
shares
|
$1.76 Million
0.64% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
39,164
shares
|
$1.75 Million
0.2% of portfolio
|
Q3 2025
Added 32.59%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
38,650
shares
|
$1.73 Million
0.29% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
37,342
shares
|
$1.67 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
37,314
shares
|
$1.67 Million
0.87% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
35,725
shares
|
$1.6 Million
0.37% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Act Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
35,595
shares
|
$1.59 Million
0.57% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
34,986
shares
|
$1.56 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
34,942
shares
|
$1.56 Million
0.06% of portfolio
|
Q3 2025
Added 6.08%
|