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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
34,428
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Guardian Financial Partners, LLC
|
Oct 09, 2025 Q3 2025 |
33,672
shares
|
$1.51 Million
0.84% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Dopkins Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
33,354
shares
|
$1.49 Million
0.67% of portfolio
|
Q3 2025
Reduced 13.84%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
32,899
shares
|
$1.47 Million
0.36% of portfolio
|
Q3 2025
Reduced 19.58%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
32,418
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.57%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
30,907
shares
|
$1.38 Million
0.01% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
30,800
shares
|
$1.38 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
30,424
shares
|
$1.36 Million
0.03% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
30,404
shares
|
$1.36 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Hexagon Capital Partners LLC
|
Aug 11, 2025 Q2 2025 |
30,385
shares
|
$1.36 Million
0.29% of portfolio
|
Q2 2025
Reduced 8.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
29,343
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
Added 112.41%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
29,170
shares
|
$1.3 Million
0.2% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
29,077
shares
|
$1.3 Million
0.37% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
28,871
shares
|
$1.29 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
28,556
shares
|
$1.28 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Oct 23, 2025 Q3 2025 |
28,440
shares
|
$1.27 Million
0.42% of portfolio
|
Q3 2025
Reduced 29.41%
|
|
|
25 LLC
St. Louis, MO |
Oct 16, 2025 Q3 2025 |
28,431
shares
|
$1.27 Million
0.44% of portfolio
|
Q3 2025
Reduced 6.16%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
28,422
shares
|
$1.27 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
27,933
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
Reduced 24.43%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
27,653
shares
|
$1.24 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
27,332
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
27,132
shares
|
$1.21 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Ltg Capital LLC
|
Aug 05, 2025 Q2 2025 |
26,878
shares
|
$1.2 Million
1.05% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Oakwell Private Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
26,422
shares
|
$1.18 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Leisure Capital Management
|
Aug 14, 2025 Q2 2025 |
26,055
shares
|
$1.17 Million
0.44% of portfolio
|
Q2 2025
Added 0.66%
|