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 458 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 $1.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Architects, LLC
|
May 12, 2025 Q1 2025 |
13,483
shares
|
$510,061
0.0% of portfolio
|
Q1 2025
Reduced 55.85%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
13,467
shares
|
$509,456
0.05% of portfolio
|
Q1 2025
Reduced 19.14%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
13,258
shares
|
$501,550
0.01% of portfolio
|
Q1 2025
Added 350.03%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
13,205
shares
|
$499,545
0.02% of portfolio
|
Q1 2025
Added 19.76%
|
|
|
K2 Financial Inc.
Glendora, CA |
Apr 25, 2025 Q1 2025 |
13,160
shares
|
$497,842
0.47% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
13,150
shares
|
$497,464
0.0% of portfolio
|
Q4 2024
Reduced 7.98%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
12,816
shares
|
$484,829
0.01% of portfolio
|
Q1 2025
Reduced 15.93%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
12,528
shares
|
$473,934
0.17% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
12,463
shares
|
$471,475
0.1% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
12,457
shares
|
$471,248
0.01% of portfolio
|
Q1 2025
Added 24.01%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
12,216
shares
|
$462,131
0.12% of portfolio
|
Q1 2025
Reduced 20.16%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
12,208
shares
|
$461,828
0.01% of portfolio
|
Q1 2025
Reduced 22.82%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
12,158
shares
|
$459,937
0.03% of portfolio
|
Q4 2023
Added 0.15%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
11,826
shares
|
$447,377
0.09% of portfolio
|
Q1 2025
Added 20.54%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
11,731
shares
|
$443,783
0.12% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
11,644
shares
|
$440,492
0.08% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
11,533
shares
|
$436,293
0.02% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
11,528
shares
|
$436,104
0.12% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
11,383
shares
|
$430,618
0.02% of portfolio
|
Q4 2024
Reduced 20.15%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
11,373
shares
|
$430,240
0.05% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
11,193
shares
|
$423,431
0.13% of portfolio
|
Q1 2024
Reduced 5.94%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
11,124
shares
|
$420,820
0.17% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,093
shares
|
$419,648
0.1% of portfolio
|
Q4 2024
Reduced 12.59%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
11,076
shares
|
$419,005
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
11,002
shares
|
$416,205
0.08% of portfolio
|
Q1 2025
Reduced 5.8%
|