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 |
|---|---|---|---|---|---|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 25, 2024 Q3 2024 |
8,897
shares
|
$319,135
0.13% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
8,891
shares
|
$318,920
0.0% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
8,840
shares
|
$317,090
0.1% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
8,808
shares
|
$315,942
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
8,300
shares
|
$297,721
0.22% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
8,293
shares
|
$297,469
0.01% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
8,181
shares
|
$293,452
0.0% of portfolio
|
Q3 2024
Added 27.05%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,100
shares
|
$290,547
0.0% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
7,947
shares
|
$285,058
0.01% of portfolio
|
Q2 2024
Added 3.54%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,569
shares
|
$271,500
0.01% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
7,470
shares
|
$267,948
0.0% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
7,363
shares
|
$264,110
0.1% of portfolio
|
Q3 2024
Reduced 22.6%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
7,088
shares
|
$254,246
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
7,066
shares
|
$253,457
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
7,058
shares
|
$253,170
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
7,004
shares
|
$251,233
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
6,976
shares
|
$250,229
0.04% of portfolio
|
Q4 2023
Added 0.59%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
6,898
shares
|
$247,431
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
6,841
shares
|
$245,386
0.0% of portfolio
|
Q3 2024
Reduced 11.65%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
6,800
shares
|
$243,915
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
6,750
shares
|
$242,122
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
6,686
shares
|
$239,826
0.14% of portfolio
|
Q3 2024
Reduced 12.74%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
6,620
shares
|
$237,459
0.05% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
6,500
shares
|
$233,154
0.03% of portfolio
|
Q4 2023
Reduced 2.99%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
6,400
shares
|
$229,567
0.01% of portfolio
|
Q3 2024
Reduced 29.17%
|