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 |
|---|---|---|---|---|---|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
11,193
shares
|
$489,581
0.13% of portfolio
|
Q1 2024
Reduced 5.94%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
11,123
shares
|
$486,520
0.01% of portfolio
|
Q2 2025
Added 37.78%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,093
shares
|
$485,207
0.1% of portfolio
|
Q4 2024
Reduced 12.59%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
11,083
shares
|
$484,770
0.16% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
10,867
shares
|
$475,322
0.01% of portfolio
|
Q2 2025
Reduced 46.73%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
10,805
shares
|
$472,610
0.21% of portfolio
|
Q2 2022
Added 8.11%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
10,753
shares
|
$470,336
0.0% of portfolio
|
Q1 2025
Added 16.84%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
10,749
shares
|
$470,161
0.0% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Brinker Capital Investments, LLC
|
Jul 31, 2025 Q1 2025 |
10,749
shares
|
$470,161
0.0% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
10,636
shares
|
$465,218
0.18% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Jul 31, 2025 Q2 2025 |
10,571
shares
|
$462,375
0.09% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
10,565
shares
|
$462,113
0.08% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
10,558
shares
|
$461,806
0.26% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
10,338
shares
|
$452,184
0.37% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
10,014
shares
|
$438,012
0.01% of portfolio
|
Q1 2025
Reduced 51.82%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
9,925
shares
|
$434,119
0.02% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
9,860
shares
|
$431,276
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
9,837
shares
|
$430,270
0.08% of portfolio
|
Q2 2025
Reduced 16.82%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
9,756
shares
|
$426,727
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
9,432
shares
|
$412,555
0.04% of portfolio
|
Q2 2025
Reduced 29.96%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
9,250
shares
|
$404,595
0.01% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
9,169
shares
|
$401,052
0.02% of portfolio
|
Q2 2025
Added 59.32%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
9,058
shares
|
$396,196
0.01% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
8,633
shares
|
$377,607
0.19% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
8,591
shares
|
$375,770
0.0% of portfolio
|
Q2 2025
Reduced 12.96%
|