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 |
|---|---|---|---|---|---|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Mar 18, 2025 Q4 2024 |
18,343
shares
|
$663,282
0.63% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
18,269
shares
|
$660,607
0.33% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
18,062
shares
|
$653,121
0.03% of portfolio
|
Q3 2023
Reduced 17.8%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
17,722
shares
|
$640,827
0.48% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
17,452
shares
|
$631,064
0.14% of portfolio
|
Q2 2023
Added 0.5%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
17,370
shares
|
$628,099
0.47% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
25 LLC
St. Louis, MO |
Jan 15, 2025 Q4 2024 |
17,124
shares
|
$619,203
0.25% of portfolio
|
Q4 2024
Reduced 7.57%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
17,069
shares
|
$617,215
0.05% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
16,960
shares
|
$613,273
0.22% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
16,882
shares
|
$610,453
0.01% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
16,787
shares
|
$607,017
0.44% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
16,695
shares
|
$603,691
0.02% of portfolio
|
Q4 2024
Reduced 12.03%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
16,654
shares
|
$602,208
0.06% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
16,357
shares
|
$591,469
0.0% of portfolio
|
Q4 2024
Added 29.4%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
16,320
shares
|
$590,131
0.01% of portfolio
|
Q4 2024
Reduced 23.04%
|
|
|
Jackson Creek Investment Advisors LLC
|
Feb 06, 2025 Q4 2024 |
16,220
shares
|
$586,515
0.17% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
16,148
shares
|
$583,911
0.03% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
16,140
shares
|
$583,622
0.07% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
16,138
shares
|
$583,550
0.19% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
15,831
shares
|
$572,448
0.02% of portfolio
|
Q3 2023
Reduced 0.81%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
15,817
shares
|
$571,942
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
15,767
shares
|
$570,134
0.02% of portfolio
|
Q4 2024
Added 73.74%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
15,741
shares
|
$569,194
0.2% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
15,690
shares
|
$567,350
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
15,450
shares
|
$558,672
0.15% of portfolio
|
Q4 2024
Reduced 7.2%
|