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 511 institutions that hold shares in the stock, with a total of 45 Million shares, which have been reported (via 13F filing form) to have a value of $2.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
35,725
shares
|
$1.61 Million
0.37% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
35,675
shares
|
$1.61 Million
0.06% of portfolio
|
Q4 2025
Added 2.1%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
35,178
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
34,986
shares
|
$1.58 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Act Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
34,921
shares
|
$1.57 Million
0.51% of portfolio
|
Q4 2025
Reduced 1.89%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
34,836
shares
|
$1.57 Million
0.19% of portfolio
|
Q4 2025
Reduced 14.15%
|
|
|
Hexagon Capital Partners LLC
|
Nov 13, 2025 Q3 2025 |
34,505
shares
|
$1.55 Million
0.32% of portfolio
|
Q3 2025
Added 13.56%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
34,354
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Dopkins Wealth Management, LLC
|
Jan 09, 2026 Q4 2025 |
33,023
shares
|
$1.49 Million
0.65% of portfolio
|
Q4 2025
Reduced 0.99%
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
32,952
shares
|
$1.48 Million
0.05% of portfolio
|
Q4 2025
Added 6.99%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
32,899
shares
|
$1.48 Million
0.36% of portfolio
|
Q3 2025
Reduced 19.58%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
32,423
shares
|
$1.46 Million
0.21% of portfolio
|
Q3 2025
Added 11.15%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
30,852
shares
|
$1.39 Million
0.5% of portfolio
|
Q4 2025
Reduced 21.4%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
30,629
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
30,324
shares
|
$1.37 Million
0.03% of portfolio
|
Q4 2025
Reduced 0.33%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
30,172
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
29,910
shares
|
$1.35 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
29,631
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
29,162
shares
|
$1.31 Million
0.36% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
28,556
shares
|
$1.29 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
28,478
shares
|
$1.28 Million
0.13% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Oct 23, 2025 Q3 2025 |
28,440
shares
|
$1.28 Million
0.42% of portfolio
|
Q3 2025
Reduced 29.41%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
27,933
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Reduced 24.43%
|
|
|
Ltg Capital LLC
|
Dec 01, 2025 Q3 2025 |
26,878
shares
|
$1.21 Million
1.04% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
26,374
shares
|
$1.19 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.18%
|
|