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 423 institutions that hold shares in the stock, with a total of 45.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
4,709,871
shares
|
$169 Million
0.12% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
3,181,896
shares
|
$114 Million
1.04% of portfolio
|
Q3 2024
Reduced 8.99%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,678,117
shares
|
$60.2 Million
0.21% of portfolio
|
Q2 2023
Reduced 11.87%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,529,155
shares
|
$54.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,529,134
shares
|
$54.9 Million
0.18% of portfolio
|
Q3 2024
Reduced 34.84%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,508,258
shares
|
$54.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
1,367,778
shares
|
$49.1 Million
2.98% of portfolio
|
Q3 2024
Reduced 11.05%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
1,367,262
shares
|
$49 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,291,748
shares
|
$46.3 Million
0.0% of portfolio
|
Q2 2024
Added 17.45%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
1,261,022
shares
|
$45.2 Million
2.47% of portfolio
|
Q3 2024
Reduced 15.87%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
1,221,826
shares
|
$43.8 Million
0.07% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
1,109,247
shares
|
$39.8 Million
5.19% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
1,051,476
shares
|
$37.7 Million
0.52% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
991,936
shares
|
$35.6 Million
9.68% of portfolio
|
Q3 2022
Added 4.04%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
919,897
shares
|
$33 Million
0.45% of portfolio
|
Q3 2023
Reduced 1.9%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
874,239
shares
|
$31.4 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
677,322
shares
|
$24.3 Million
8.87% of portfolio
|
Q1 2023
Added 0.32%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
616,102
shares
|
$22.1 Million
0.59% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
585,226
shares
|
$21 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
559,918
shares
|
$20.1 Million
0.61% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
535,704
shares
|
$19.2 Million
2.67% of portfolio
|
Q3 2024
Reduced 28.89%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
462,934
shares
|
$16.6 Million
0.83% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
432,110
shares
|
$15.5 Million
0.05% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
385,369
shares
|
$13.8 Million
4.08% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
366,336
shares
|
$13.1 Million
0.0% of portfolio
|
Q3 2024
Added 6.24%
|