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 506 institutions that hold shares in the stock, with a total of 77.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
25,774
shares
|
$1.15 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
|
$1.15 Million
0.04% of portfolio
|
Q3 2022
Added 43.24%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
24,357
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
24,337
shares
|
$1.09 Million
0.07% of portfolio
|
Q2 2025
Added 27.47%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
22,660
shares
|
$1.01 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
22,604
shares
|
$1.01 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
22,313
shares
|
$997,837
0.54% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
22,098
shares
|
$988,222
0.53% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
21,988
shares
|
$983,303
0.44% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
21,484
shares
|
$960,764
0.0% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
21,467
shares
|
$960,004
0.47% of portfolio
|
Q2 2023
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
21,443
shares
|
$958,930
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
21,246
shares
|
$950,121
0.01% of portfolio
|
Q2 2025
Reduced 11.42%
|
|
|
Envision Financial LLC
Brookfield, WI |
Oct 10, 2025 Q3 2025 |
20,929
shares
|
$935,944
0.55% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
E Cio, Inc.
Madison, WI |
Aug 07, 2025 Q2 2025 |
20,879
shares
|
$933,708
0.37% of portfolio
|
Q2 2025
Reduced 16.91%
|
|
|
Future Fund LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
20,633
shares
|
$922,707
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Oct 08, 2025 Q3 2025 |
20,510
shares
|
$917,207
0.59% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
20,379
shares
|
$911,348
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2025 Q3 2025 |
20,339
shares
|
$909,560
0.25% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
20,278
shares
|
$906,832
0.36% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
20,247
shares
|
$905,445
0.01% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
19,995
shares
|
$894,176
0.11% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
19,547
shares
|
$874,141
0.15% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
19,537
shares
|
$873,694
0.04% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
19,434
shares
|
$869,088
0.06% of portfolio
|
Q3 2025
Added 0.68%
|