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 468 institutions that hold shares in the stock, with a total of 44.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
30,800
shares
|
$1.34 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Guardian Financial Partners, LLC
|
Apr 22, 2025 Q1 2025 |
30,658
shares
|
$1.33 Million
0.69% of portfolio
|
Q1 2025
Added 11.08%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
30,542
shares
|
$1.32 Million
0.13% of portfolio
|
Q1 2025
Added 126.52%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
30,498
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2025
Added 15.6%
|
|
|
25 LLC
St. Louis, MO |
Jul 21, 2025 Q2 2025 |
30,298
shares
|
$1.31 Million
0.47% of portfolio
|
Q2 2025
Added 77.85%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
29,699
shares
|
$1.29 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
29,057
shares
|
$1.26 Million
0.36% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
29,041
shares
|
$1.26 Million
0.45% of portfolio
|
Q1 2025
Reduced 35.72%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
28,593
shares
|
$1.24 Million
0.14% of portfolio
|
Q2 2025
Reduced 14.45%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
27,771
shares
|
$1.2 Million
0.6% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
27,653
shares
|
$1.2 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
27,597
shares
|
$1.2 Million
0.18% of portfolio
|
Q1 2025
Added 10.91%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
27,134
shares
|
$1.18 Million
0.12% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Ltg Capital LLC
|
Apr 30, 2025 Q1 2025 |
26,878
shares
|
$1.17 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
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
26,492
shares
|
$1.15 Million
0.3% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Oakwell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
26,422
shares
|
$1.15 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Leisure Capital Management
|
May 09, 2025 Q1 2025 |
25,883
shares
|
$1.12 Million
0.39% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
25,774
shares
|
$1.12 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
25,758
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2022
Added 43.24%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
25,323
shares
|
$1.1 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
E Cio, Inc.
Madison, WI |
Jun 06, 2025 Q1 2025 |
25,127
shares
|
$1.09 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
24,357
shares
|
$1.06 Million
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
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
23,219
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 67.98%
|