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 |
|---|---|---|---|---|---|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
19,434
shares
|
$869,088
0.06% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Oct 24, 2025 Q3 2025 |
19,337
shares
|
$864,750
1.14% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 20, 2025 Q3 2025 |
19,334
shares
|
$864,616
0.58% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
19,244
shares
|
$860,591
0.23% of portfolio
|
Q3 2025
Added 8.75%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
19,189
shares
|
$858,132
0.07% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
19,094
shares
|
$853,883
0.18% of portfolio
|
Q3 2025
Reduced 27.93%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
18,956
shares
|
$847,712
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
18,586
shares
|
$831,165
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
|
$822,087
0.03% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
18,270
shares
|
$817,034
0.01% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
18,120
shares
|
$810,326
0.55% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
18,074
shares
|
$808,269
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
|
$807,732
0.03% of portfolio
|
Q3 2023
Reduced 17.8%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
17,865
shares
|
$798,922
0.0% of portfolio
|
Q2 2025
Added 26.19%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
17,452
shares
|
$780,453
0.14% of portfolio
|
Q2 2023
Added 0.5%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
17,330
shares
|
$774,997
0.02% of portfolio
|
Q2 2025
Added 31.24%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
16,778
shares
|
$750,312
0.1% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
16,636
shares
|
$743,961
1.66% of portfolio
|
Q4 2024
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
16,588
shares
|
$741,815
0.19% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
16,352
shares
|
$731,261
0.18% of portfolio
|
Q3 2025
Added 11.4%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
16,301
shares
|
$728,980
0.08% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
15,831
shares
|
$707,962
0.03% of portfolio
|
Q3 2023
Reduced 0.81%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
15,815
shares
|
$707,246
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
15,714
shares
|
$702,730
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
|
$702,327
0.03% of portfolio
|
Q2 2025
Reduced 0.7%
|