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 405 institutions that hold shares in the stock, with a total of 88.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.14 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Moran Wealth Management, LLC
Naples, FL |
May 15, 2024 Q1 2024 |
19,259
shares
|
$685,235
0.02% of portfolio
|
Q1 2024
Added 32.38%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
19,021
shares
|
$676,767
0.01% of portfolio
|
Q1 2024
Added 24.59%
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 15, 2024 Q1 2024 |
18,480
shares
|
$657,518
0.48% of portfolio
|
Q1 2024
Added 19.87%
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2024 Q1 2024 |
18,062
shares
|
$642,645
0.03% of portfolio
|
Q3 2023
Reduced 17.8%
|
|
Omega Financial Group, LLC
|
Apr 17, 2024 Q1 2024 |
17,758
shares
|
$631,829
0.26% of portfolio
|
Q1 2024
Reduced 3.66%
|
|
Fifth Third Securities, Inc.
|
Apr 17, 2024 Q1 2024 |
17,624
shares
|
$627,061
0.06% of portfolio
|
Q1 2024
Reduced 1.65%
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
17,452
shares
|
$620,942
0.14% of portfolio
|
Q2 2023
Added 0.5%
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 14, 2024 Q1 2024 |
17,228
shares
|
$612,972
0.24% of portfolio
|
Q1 2024
Reduced 54.91%
|
|
Krilogy Financial LLC
|
Apr 24, 2024 Q1 2024 |
17,194
shares
|
$611,762
0.05% of portfolio
|
Q1 2024
Reduced 11.37%
|
|
Mai Capital Management
|
May 08, 2024 Q1 2024 |
17,070
shares
|
$607,350
0.01% of portfolio
|
Q1 2024
New holding
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
17,017
shares
|
$605,464
0.01% of portfolio
|
Q1 2024
Added 4.26%
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2024 Q1 2024 |
16,822
shares
|
$598,526
0.54% of portfolio
|
Q1 2024
Added 8.24%
|
|
Collective Family Office LLC
|
Apr 09, 2024 Q1 2024 |
16,720
shares
|
$594,897
0.2% of portfolio
|
Q1 2024
Reduced 2.97%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
16,583
shares
|
$590,023
0.01% of portfolio
|
Q4 2023
Added 1.94%
|
|
Altfest L J & CO Inc
|
Apr 22, 2024 Q1 2024 |
16,563
shares
|
$589,311
0.08% of portfolio
|
Q1 2024
Reduced 0.89%
|
|
Marshall Financial Group Inc
Doylestown, PA |
May 08, 2024 Q1 2024 |
16,474
shares
|
$586,144
0.19% of portfolio
|
Q1 2024
Added 0.66%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
May 03, 2024 Q1 2024 |
16,397
shares
|
$583,405
0.03% of portfolio
|
Q1 2024
Reduced 1.55%
|
|
Sequoia Financial Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
16,367
shares
|
$582,337
0.01% of portfolio
|
Q1 2024
Reduced 27.42%
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 15, 2024 Q1 2024 |
16,033
shares
|
$570,454
0.14% of portfolio
|
Q1 2024
Added 11.09%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
15,932
shares
|
$566,860
0.0% of portfolio
|
Q1 2024
Reduced 20.18%
|
|
Argent Trust CO
Nashville, TN |
May 10, 2024 Q1 2024 |
15,831
shares
|
$563,266
0.03% of portfolio
|
Q3 2023
Reduced 0.81%
|
|
Tempus Wealth Planning, LLC
|
Apr 19, 2024 Q1 2024 |
15,498
shares
|
$551,418
0.27% of portfolio
|
Q1 2024
Added 1.89%
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
15,300
shares
|
$544,374
0.11% of portfolio
|
Q1 2023
Reduced 3.16%
|
|
Motco
|
May 09, 2024 Q1 2024 |
15,138
shares
|
$538,610
0.06% of portfolio
|
Q1 2024
Added 6.78%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
14,216
shares
|
$505,805
0.03% of portfolio
|
Q1 2024
Added 36351.28%
|