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 411 institutions that hold shares in the stock, with a total of 88 Million shares, which have been reported (via 13F filing form) to have a value of $3.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2024 Q2 2024 |
39,666,770
shares
|
$1.53 Billion
0.27% of portfolio
|
Q2 2024
Added 3816.59%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
4,469,425
shares
|
$173 Million
0.11% of portfolio
|
Q2 2024
Added 1.16%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
3,496,284
shares
|
$135 Million
1.22% of portfolio
|
Q2 2024
Reduced 3.87%
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 01, 2024 Q2 2024 |
2,346,780
shares
|
$90.6 Million
0.26% of portfolio
|
Q2 2024
Added 3.28%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
1,723,714
shares
|
$66.6 Million
0.02% of portfolio
|
Q2 2024
Reduced 5.47%
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,678,117
shares
|
$64.8 Million
0.21% of portfolio
|
Q2 2023
Reduced 11.87%
|
|
State Street Corp
Boston, MA |
Aug 14, 2024 Q2 2024 |
1,607,056
shares
|
$62.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.28%
|
|
Mc Adam, LLC
|
Jul 24, 2024 Q2 2024 |
1,537,716
shares
|
$59.4 Million
3.32% of portfolio
|
Q2 2024
Added 7.01%
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
1,498,932
shares
|
$57.9 Million
2.48% of portfolio
|
Q2 2024
New holding
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
1,393,581
shares
|
$53.8 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,291,748
shares
|
$49.9 Million
0.0% of portfolio
|
Q2 2024
Added 17.45%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
1,199,615
shares
|
$46.3 Million
0.08% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
Johnson Financial Group, LLC
Denver, CO |
Aug 01, 2024 Q2 2024 |
1,095,787
shares
|
$42.3 Million
5.1% of portfolio
|
Q2 2024
Added 27.1%
|
|
Mather Group, Llc.
Chicago, IL |
Jul 08, 2024 Q2 2024 |
1,044,349
shares
|
$40.3 Million
0.45% of portfolio
|
Q2 2024
Added 1.07%
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
991,936
shares
|
$38.3 Million
9.68% of portfolio
|
Q3 2022
Added 4.04%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
919,897
shares
|
$35.5 Million
0.45% of portfolio
|
Q3 2023
Reduced 1.9%
|
|
Choreo, LLC
Minneapolis, MN |
Aug 06, 2024 Q2 2024 |
880,169
shares
|
$34 Million
0.53% of portfolio
|
Q2 2024
Reduced 0.94%
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 14, 2024 Q2 2024 |
753,355
shares
|
$29.1 Million
3.8% of portfolio
|
Q2 2024
Added 2.85%
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
677,322
shares
|
$26.2 Million
8.87% of portfolio
|
Q1 2023
Added 0.32%
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
638,234
shares
|
$24.6 Million
0.65% of portfolio
|
Q2 2024
Added 0.68%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
596,245
shares
|
$23 Million
0.05% of portfolio
|
Q2 2024
Reduced 11.01%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
560,694
shares
|
$21.7 Million
0.05% of portfolio
|
Q2 2024
Reduced 4.13%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Aug 09, 2024 Q2 2024 |
543,525
shares
|
$21 Million
0.57% of portfolio
|
Q2 2024
Added 2.8%
|
|
Tradewinds Capital Management, LLC
|
Jul 17, 2024 Q2 2024 |
475,499
shares
|
$18.4 Million
5.0% of portfolio
|
Q2 2024
Added 9102.61%
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 08, 2024 Q2 2024 |
473,213
shares
|
$18.3 Million
0.85% of portfolio
|
Q2 2024
Added 0.7%
|