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 458 institutions that hold shares in the stock, with a total of 44.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Guardian Financial Partners, LLC
|
Apr 22, 2025 Q1 2025 |
30,658
shares
|
$1.23 Million
0.69% of portfolio
|
Q1 2025
Added 11.08%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
30,542
shares
|
$1.23 Million
0.13% of portfolio
|
Q1 2025
Added 126.52%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
30,498
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Added 15.6%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
29,057
shares
|
$1.17 Million
0.36% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
29,041
shares
|
$1.17 Million
0.45% of portfolio
|
Q1 2025
Reduced 35.72%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
28,767
shares
|
$1.16 Million
0.58% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
27,720
shares
|
$1.11 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
27,653
shares
|
$1.11 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
27,597
shares
|
$1.11 Million
0.18% of portfolio
|
Q1 2025
Added 10.91%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
27,134
shares
|
$1.09 Million
0.12% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Ltg Capital LLC
|
Apr 30, 2025 Q1 2025 |
26,878
shares
|
$1.08 Million
0.94% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
26,573
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Oakwell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
26,422
shares
|
$1.06 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Leisure Capital Management
|
May 09, 2025 Q1 2025 |
25,883
shares
|
$1.04 Million
0.39% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
25,758
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2022
Added 43.24%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
25,323
shares
|
$1.02 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Mc Lean Asset Management Corp
|
Apr 09, 2025 Q1 2025 |
25,188
shares
|
$1.01 Million
0.27% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
25,044
shares
|
$1.01 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
25,044
shares
|
$1.01 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
24,357
shares
|
$979,394
0.01% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
23,984
shares
|
$964,396
0.01% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
23,219
shares
|
$933,635
0.0% of portfolio
|
Q1 2025
Reduced 67.98%
|
|
|
Fortress Wealth Management, Inc.
|
May 02, 2025 Q1 2025 |
22,800
shares
|
$916,788
0.5% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Capital Insight Partners, LLC
|
Apr 30, 2025 Q1 2025 |
22,622
shares
|
$909,630
0.14% of portfolio
|
Q1 2025
Reduced 89.5%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
22,196
shares
|
$892,501
0.01% of portfolio
|
Q1 2025
New holding
|