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 423 institutions that hold shares in the stock, with a total of 45.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ltg Capital LLC
|
Nov 01, 2024 Q3 2024 |
26,489
shares
|
$910,691
0.92% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
26,441
shares
|
$909,041
0.36% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
26,371
shares
|
$906,634
0.0% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
25,758
shares
|
$885,560
0.04% of portfolio
|
Q3 2022
Added 43.24%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
25,535
shares
|
$877,893
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
24,893
shares
|
$855,821
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
24,816
shares
|
$853,174
0.0% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
24,800
shares
|
$852,624
0.53% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Leisure Capital Management
|
Oct 15, 2024 Q3 2024 |
24,556
shares
|
$844,235
0.4% of portfolio
|
Q3 2024
Reduced 20.59%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
24,100
shares
|
$828,558
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
23,904
shares
|
$821,819
0.04% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
23,896
shares
|
$821,544
0.27% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Guardian Financial Partners, LLC
|
Oct 31, 2024 Q3 2024 |
22,874
shares
|
$786,408
0.69% of portfolio
|
Q3 2024
Added 9.87%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
22,809
shares
|
$784,173
0.04% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
22,784
shares
|
$783,313
0.05% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
22,505
shares
|
$773,721
0.33% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
22,301
shares
|
$766,708
0.12% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
21,919
shares
|
$753,575
0.44% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
21,467
shares
|
$738,035
0.47% of portfolio
|
Q2 2023
New holding
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
21,407
shares
|
$735,972
0.15% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
21,205
shares
|
$729,027
0.02% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
20,783
shares
|
$714,519
0.02% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
20,734
shares
|
$712,834
0.0% of portfolio
|
Q3 2024
Reduced 45.23%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2024 Q3 2024 |
20,621
shares
|
$708,949
0.24% of portfolio
|
Q3 2024
Added 25.57%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
20,176
shares
|
$693,650
0.21% of portfolio
|
Q3 2024
Reduced 95.76%
|