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 480 institutions that hold shares in the stock, with a total of 44.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
15,040
shares
|
$657,849
0.06% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
14,678
shares
|
$642,015
0.16% of portfolio
|
Q2 2025
Added 20.15%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
14,525
shares
|
$635,323
0.01% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
14,258
shares
|
$623,644
0.22% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
14,171
shares
|
$619,839
0.01% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
K2 Financial Inc.
Glendora, CA |
Jul 17, 2025 Q2 2025 |
13,974
shares
|
$611,222
0.52% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
13,949
shares
|
$610,129
0.01% of portfolio
|
Q3 2022
Reduced 38.59%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
13,640
shares
|
$596,613
0.04% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
13,450
shares
|
$588,303
0.03% of portfolio
|
Q2 2025
Reduced 46.29%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
13,450
shares
|
$588,303
0.1% of portfolio
|
Q2 2025
Reduced 46.29%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
13,416
shares
|
$586,815
0.01% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
13,090
shares
|
$572,556
0.32% of portfolio
|
Q2 2025
Reduced 54.93%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
12,418
shares
|
$543,163
0.01% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
12,264
shares
|
$536,427
0.01% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
12,232
shares
|
$535,027
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
12,158
shares
|
$531,790
0.04% of portfolio
|
Q4 2023
Added 0.15%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
12,111
shares
|
$529,735
0.02% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
11,779
shares
|
$515,213
0.17% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
11,770
shares
|
$514,819
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
11,741
shares
|
$513,551
0.03% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
11,731
shares
|
$513,113
0.09% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
11,533
shares
|
$504,453
0.02% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
11,408
shares
|
$498,985
0.13% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
11,373
shares
|
$497,455
0.04% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
11,215
shares
|
$490,544
0.13% of portfolio
|
Q2 2025
Reduced 4.4%
|