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 484 institutions that hold shares in the stock, with a total of 44.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
3,421,181
shares
|
$150 Million
0.38% of portfolio
|
Q2 2025
Added 68.34%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
2,326,906
shares
|
$102 Million
0.65% of portfolio
|
Q2 2025
Reduced 7.9%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
1,925,206
shares
|
$84.2 Million
3.13% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,678,117
shares
|
$73.4 Million
0.21% of portfolio
|
Q2 2023
Reduced 11.87%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,509,236
shares
|
$66 Million
0.04% of portfolio
|
Q2 2025
Reduced 41.01%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
1,439,930
shares
|
$63 Million
0.08% of portfolio
|
Q2 2025
Added 23.89%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
1,354,346
shares
|
$59.2 Million
3.21% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,326,348
shares
|
$58 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.34%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,291,748
shares
|
$56.5 Million
0.0% of portfolio
|
Q2 2024
Added 17.45%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
1,233,008
shares
|
$53.9 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,160,858
shares
|
$50.8 Million
0.53% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
991,936
shares
|
$43.4 Million
9.68% of portfolio
|
Q3 2022
Added 4.04%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
919,897
shares
|
$40.2 Million
0.45% of portfolio
|
Q3 2023
Reduced 1.9%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
786,913
shares
|
$34.4 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Aug 11, 2025 Q2 2025 |
765,246
shares
|
$33.5 Million
3.09% of portfolio
|
Q2 2025
Reduced 12.88%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
698,854
shares
|
$30.6 Million
0.68% of portfolio
|
Q2 2025
Added 8.87%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
697,217
shares
|
$30.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 54.79%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
677,322
shares
|
$29.6 Million
8.87% of portfolio
|
Q1 2023
Added 0.32%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
617,177
shares
|
$27 Million
0.48% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
613,706
shares
|
$26.8 Million
0.02% of portfolio
|
Q2 2025
Added 33.88%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
522,438
shares
|
$22.9 Million
2.36% of portfolio
|
Q2 2025
Added 129.31%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
470,749
shares
|
$20.6 Million
0.9% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
407,700
shares
|
$17.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
393,203
shares
|
$17.2 Million
3.51% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 07, 2025 Q2 2025 |
391,600
shares
|
$17.1 Million
0.49% of portfolio
|
Q2 2025
New holding
|