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 |
---|---|---|---|---|---|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
14,140
shares
|
$503,101
0.21% of portfolio
|
Q1 2024
Reduced 30.15%
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
13,949
shares
|
$496,305
0.01% of portfolio
|
Q3 2022
Reduced 38.59%
|
|
Parkside Financial Bank & Trust
|
May 01, 2024 Q1 2024 |
13,864
shares
|
$493,281
0.08% of portfolio
|
Q1 2024
Reduced 18.05%
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Apr 30, 2024 Q1 2024 |
13,566
shares
|
$482,678
0.22% of portfolio
|
Q1 2024
Reduced 2.7%
|
|
Nwam LLC
Mercer Island, WA |
May 09, 2024 Q1 2024 |
13,479
shares
|
$479,582
0.04% of portfolio
|
Q1 2024
Added 85.25%
|
|
Signal Point Asset Management, LLC
|
Apr 11, 2024 Q1 2024 |
13,093
shares
|
$465,848
0.14% of portfolio
|
Q1 2024
Reduced 0.56%
|
|
Pinnacle Associates LTD
|
Apr 26, 2024 Q1 2024 |
12,929
shares
|
$460,013
0.01% of portfolio
|
Q4 2023
Reduced 8.8%
|
|
Dynamic Advisor Solutions LLC
|
Apr 12, 2024 Q1 2024 |
12,564
shares
|
$447,027
0.02% of portfolio
|
Q1 2024
Reduced 1.22%
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 29, 2024 Q1 2024 |
12,537
shares
|
$446,066
0.27% of portfolio
|
Q1 2024
Reduced 7.29%
|
|
Morris Financial Concepts, Inc.
|
Apr 18, 2024 Q1 2024 |
12,468
shares
|
$443,611
0.23% of portfolio
|
Q1 2024
Reduced 20.16%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
12,169
shares
|
$432,973
0.0% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
Essex Financial Services, Inc.
|
Apr 23, 2024 Q1 2024 |
12,158
shares
|
$432,581
0.04% of portfolio
|
Q4 2023
Added 0.15%
|
|
Wms Partners, LLC
|
May 15, 2024 Q1 2024 |
12,121
shares
|
$431,265
0.03% of portfolio
|
Q1 2023
Reduced 5.65%
|
|
Ifrah Financial Services, Inc.
|
May 06, 2024 Q1 2024 |
12,119
shares
|
$431,194
0.12% of portfolio
|
Q1 2024
Added 7.34%
|
|
Life Planning Partners, Inc
|
May 01, 2024 Q1 2024 |
11,795
shares
|
$419,666
0.42% of portfolio
|
Q1 2024
Reduced 0.54%
|
|
Summit Financial Strategies, Inc.
|
May 09, 2024 Q1 2024 |
11,718
shares
|
$416,926
0.06% of portfolio
|
Q1 2024
Reduced 1.15%
|
|
Simon Quick Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
11,642
shares
|
$414,222
0.03% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
Lantz Financial LLC
|
Apr 10, 2024 Q1 2024 |
11,619
shares
|
$413,404
0.14% of portfolio
|
Q1 2024
Reduced 4.8%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
May 15, 2024 Q1 2024 |
11,617
shares
|
$413,332
0.02% of portfolio
|
Q4 2023
Reduced 7.93%
|
|
Vista Capital Partners, Inc.
|
May 03, 2024 Q1 2024 |
11,510
shares
|
$409,525
0.01% of portfolio
|
Q1 2024
Added 16.38%
|
|
Blue Bell Private Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
11,325
shares
|
$402,943
0.09% of portfolio
|
Q1 2024
Reduced 13.5%
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 09, 2024 Q1 2024 |
11,200
shares
|
$398,496
0.03% of portfolio
|
Q4 2023
Reduced 14.64%
|
|
Annapolis Financial Services, LLC
|
Apr 17, 2024 Q1 2024 |
11,193
shares
|
$398,246
0.14% of portfolio
|
Q1 2024
Reduced 5.94%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
11,036
shares
|
$392,660
0.0% of portfolio
|
Q1 2024
Reduced 99.55%
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
10,805
shares
|
$384,441
0.21% of portfolio
|
Q2 2022
Added 8.11%
|