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 |
|---|---|---|---|---|---|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
18,261
shares
|
$791,614
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
18,184
shares
|
$788,276
0.34% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
18,087
shares
|
$784,071
0.01% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
18,062
shares
|
$782,987
0.03% of portfolio
|
Q3 2023
Reduced 17.8%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
17,931
shares
|
$777,308
0.44% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
17,696
shares
|
$767,121
0.21% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
17,477
shares
|
$757,627
0.48% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
17,452
shares
|
$756,544
0.14% of portfolio
|
Q2 2023
Added 0.5%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
17,399
shares
|
$754,246
0.22% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
16,960
shares
|
$735,216
0.22% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
16,642
shares
|
$721,430
0.19% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
16,636
shares
|
$721,170
1.66% of portfolio
|
Q4 2024
New holding
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
16,566
shares
|
$718,136
0.09% of portfolio
|
Q1 2025
Added 27.76%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
16,311
shares
|
$707,081
0.08% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
15,831
shares
|
$686,273
0.02% of portfolio
|
Q3 2023
Reduced 0.81%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
15,816
shares
|
$685,623
0.03% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
15,815
shares
|
$685,580
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
15,783
shares
|
$684,193
0.17% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
15,517
shares
|
$672,661
0.01% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
15,300
shares
|
$663,255
0.11% of portfolio
|
Q1 2023
Reduced 3.16%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
15,040
shares
|
$651,984
0.06% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
14,876
shares
|
$644,874
0.05% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
14,834
shares
|
$643,053
0.2% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
14,678
shares
|
$636,291
0.16% of portfolio
|
Q2 2025
Added 20.15%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
14,525
shares
|
$629,658
0.01% of portfolio
|
Q2 2025
Reduced 3.65%
|