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 |
|---|---|---|---|---|---|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
23,063
shares
|
$999,781
0.16% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
22,311
shares
|
$967,181
0.54% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
22,196
shares
|
$962,196
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
22,055
shares
|
$956,084
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
21,946
shares
|
$951,359
0.41% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
21,809
shares
|
$945,420
0.62% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
21,467
shares
|
$930,594
0.47% of portfolio
|
Q2 2023
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
21,387
shares
|
$927,126
0.0% of portfolio
|
Q1 2025
Added 10.57%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
21,240
shares
|
$920,754
0.0% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
20,989
shares
|
$909,873
0.16% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
20,798
shares
|
$901,593
0.52% of portfolio
|
Q1 2025
Reduced 19.68%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Apr 30, 2025 Q1 2025 |
20,576
shares
|
$891,969
0.23% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
20,546
shares
|
$890,669
0.12% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
20,400
shares
|
$884,340
0.01% of portfolio
|
Q1 2025
Added 9.74%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
19,887
shares
|
$862,101
0.01% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
19,778
shares
|
$857,376
0.33% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
19,694
shares
|
$853,734
0.58% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
19,589
shares
|
$849,183
0.05% of portfolio
|
Q1 2025
Reduced 14.48%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Apr 16, 2025 Q1 2025 |
19,330
shares
|
$837,955
1.02% of portfolio
|
Q4 2024
Reduced 35.38%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
19,303
shares
|
$836,785
0.06% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
19,093
shares
|
$827,681
0.06% of portfolio
|
Q1 2025
Reduced 25.44%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
18,813
shares
|
$815,543
0.03% of portfolio
|
Q1 2025
Reduced 19.64%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
18,658
shares
|
$808,824
0.65% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
18,446
shares
|
$799,634
0.37% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
18,383
shares
|
$796,903
0.03% of portfolio
|
Q2 2025
Reduced 0.49%
|