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 489 institutions that hold shares in the stock, with a total of 44.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
19,303
shares
|
$875,391
0.06% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
19,230
shares
|
$872,080
0.07% of portfolio
|
Q2 2025
Added 125.1%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
18,586
shares
|
$842,875
0.64% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
18,383
shares
|
$833,669
0.03% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
18,270
shares
|
$828,544
0.01% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
18,074
shares
|
$819,655
0.37% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
18,062
shares
|
$819,111
0.03% of portfolio
|
Q3 2023
Reduced 17.8%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
17,865
shares
|
$810,177
0.0% of portfolio
|
Q2 2025
Added 26.19%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
17,696
shares
|
$802,513
0.21% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
17,452
shares
|
$791,448
0.14% of portfolio
|
Q2 2023
Added 0.5%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
17,399
shares
|
$789,044
0.22% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
17,330
shares
|
$785,915
0.02% of portfolio
|
Q2 2025
Added 31.24%
|
|
|
Clearview Wealth Advisors LLC
|
Jul 28, 2025 Q2 2025 |
17,016
shares
|
$771,675
0.52% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
16,864
shares
|
$764,782
0.1% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
16,636
shares
|
$754,442
1.66% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
16,301
shares
|
$739,250
0.08% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
15,831
shares
|
$717,935
0.03% of portfolio
|
Q3 2023
Reduced 0.81%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
15,815
shares
|
$717,210
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
15,803
shares
|
$716,666
0.18% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Jackson Creek Investment Advisors LLC
|
Aug 13, 2025 Q2 2025 |
15,718
shares
|
$712,811
0.18% of portfolio
|
Q2 2025
Reduced 5.55%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
15,714
shares
|
$712,629
0.02% of portfolio
|
Q2 2025
Reduced 16.47%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
15,705
shares
|
$712,221
0.03% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
15,300
shares
|
$693,855
0.11% of portfolio
|
Q1 2023
Reduced 3.16%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
15,056
shares
|
$682,789
0.04% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
15,040
shares
|
$682,064
0.06% of portfolio
|
Q2 2025
Reduced 5.65%
|