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 455 institutions that hold shares in the stock, with a total of 46.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
24,446
shares
|
$883,967
0.01% of portfolio
|
Q4 2024
Added 23.86%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
24,218
shares
|
$875,722
0.25% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
23,636
shares
|
$854,677
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
23,493
shares
|
$849,506
0.01% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
23,411
shares
|
$846,541
0.03% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
23,169
shares
|
$837,791
0.45% of portfolio
|
Q4 2024
Reduced 6.58%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
22,907
shares
|
$828,317
0.04% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
22,388
shares
|
$809,550
0.4% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
22,077
shares
|
$798,304
0.13% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 13, 2025 Q4 2024 |
21,878
shares
|
$791,108
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
21,678
shares
|
$783,876
0.11% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
21,467
shares
|
$776,246
0.47% of portfolio
|
Q2 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
21,366
shares
|
$772,594
0.0% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
21,314
shares
|
$770,714
0.22% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
20,783
shares
|
$751,513
0.02% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
20,342
shares
|
$735,566
0.03% of portfolio
|
Q4 2024
Reduced 14.9%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
19,987
shares
|
$722,729
0.01% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
19,778
shares
|
$715,172
0.32% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
19,342
shares
|
$699,406
0.0% of portfolio
|
Q4 2024
Reduced 32.43%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
19,280
shares
|
$697,164
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
19,218
shares
|
$694,922
0.2% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
18,861
shares
|
$682,013
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
18,784
shares
|
$679,229
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
18,635
shares
|
$673,841
0.38% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
18,590
shares
|
$672,214
0.01% of portfolio
|
Q4 2024
Added 71.81%
|