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 |
---|---|---|---|---|---|
Passive Capital Management, Llc.
Baltimore, MD |
Jul 28, 2023 Q1 2023 |
27,635
shares
|
$983,253
0.41% of portfolio
|
Q1 2023
Reduced 1.36%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
26,411
shares
|
$939,703
0.0% of portfolio
|
Q1 2024
Reduced 9.27%
|
|
Fortress Wealth Management, Inc.
|
Apr 19, 2024 Q1 2024 |
25,907
shares
|
$921,771
0.54% of portfolio
|
Q1 2024
Reduced 33.21%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
25,886
shares
|
$921,023
0.01% of portfolio
|
Q1 2024
Reduced 0.9%
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
25,758
shares
|
$916,469
0.04% of portfolio
|
Q3 2022
Added 43.24%
|
|
Koshinski Asset Management, Inc.
|
May 08, 2024 Q1 2024 |
25,717
shares
|
$915,010
0.1% of portfolio
|
Q1 2024
Reduced 20.07%
|
|
Ltg Capital LLC
|
May 14, 2024 Q1 2024 |
25,277
shares
|
$899,355
0.83% of portfolio
|
Q1 2024
Added 0.46%
|
|
Colony Family Offices, LLC
|
May 01, 2024 Q1 2024 |
24,548
shares
|
$873,417
0.33% of portfolio
|
Q1 2024
Added 11.53%
|
|
Richard P Slaughter Associates Inc
|
Apr 09, 2024 Q1 2024 |
23,569
shares
|
$838,585
0.23% of portfolio
|
Q1 2024
Reduced 25.62%
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 16, 2024 Q1 2024 |
23,301
shares
|
$829,049
0.13% of portfolio
|
Q1 2024
Reduced 1.92%
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Apr 16, 2024 Q1 2024 |
23,210
shares
|
$825,811
0.09% of portfolio
|
Q1 2024
Reduced 13.94%
|
|
Mc Lean Asset Management Corp
|
Apr 10, 2024 Q1 2024 |
23,077
shares
|
$821,079
0.28% of portfolio
|
Q1 2024
Added 9.66%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
22,941
shares
|
$816,240
0.04% of portfolio
|
Q1 2024
Added 1.82%
|
|
Index Fund Advisors, Inc.
|
May 13, 2024 Q1 2024 |
22,558
shares
|
$802,613
0.05% of portfolio
|
Q1 2024
Reduced 0.49%
|
|
Miracle Mile Advisors, LLC
|
Apr 18, 2024 Q1 2024 |
21,863
shares
|
$777,885
0.02% of portfolio
|
Q1 2024
Reduced 34.21%
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
21,467
shares
|
$763,795
0.47% of portfolio
|
Q2 2023
New holding
|
|
Vista Private Wealth Partners. LLC
|
May 13, 2024 Q1 2024 |
21,128
shares
|
$751,734
0.34% of portfolio
|
Q1 2024
Added 1.38%
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 14, 2024 Q1 2024 |
20,761
shares
|
$738,676
0.02% of portfolio
|
Q4 2023
Added 35.25%
|
|
Bcs Wealth Management
|
Apr 10, 2024 Q1 2024 |
20,572
shares
|
$731,951
0.24% of portfolio
|
Q1 2024
Added 95.37%
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
20,392
shares
|
$725,547
0.0% of portfolio
|
Q1 2024
Added 14.31%
|
|
Peak Financial Management, Inc.
|
Apr 22, 2024 Q1 2024 |
20,103
shares
|
$715,264
0.24% of portfolio
|
Q1 2024
Reduced 5.34%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
19,652
shares
|
$699,218
0.0% of portfolio
|
Q1 2023
Added 12.43%
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Apr 26, 2024 Q1 2024 |
19,578
shares
|
$696,585
0.36% of portfolio
|
Q1 2024
Reduced 2.0%
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
May 15, 2024 Q1 2024 |
19,321
shares
|
$687,441
0.34% of portfolio
|
Q4 2023
New holding
|
|
Guardian Financial Partners, LLC
|
Apr 26, 2024 Q1 2024 |
19,295
shares
|
$686,516
0.58% of portfolio
|
Q1 2024
Added 13.99%
|