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 |
|---|---|---|---|---|---|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
10,998
shares
|
$416,054
0.03% of portfolio
|
Q1 2025
Reduced 7.88%
|
|
|
Life Planning Partners, Inc
|
Apr 17, 2025 Q1 2025 |
10,938
shares
|
$413,784
0.36% of portfolio
|
Q4 2024
Reduced 97.09%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
10,805
shares
|
$408,753
0.21% of portfolio
|
Q2 2022
Added 8.11%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
10,753
shares
|
$406,785
0.0% of portfolio
|
Q1 2025
Added 16.84%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
10,569
shares
|
$399,825
0.0% of portfolio
|
Q4 2024
Added 29.19%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Apr 08, 2025 Q1 2025 |
10,556
shares
|
$399,333
0.23% of portfolio
|
Q1 2025
Reduced 16.63%
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
10,182
shares
|
$385,185
0.02% of portfolio
|
Q1 2025
Reduced 39.01%
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
10,049
shares
|
$380,153
0.06% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
9,837
shares
|
$372,133
0.0% of portfolio
|
Q1 2025
Added 50.05%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
9,616
shares
|
$363,773
0.0% of portfolio
|
Q3 2024
Added 1090.1%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
9,585
shares
|
$362,600
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
9,568
shares
|
$361,957
0.0% of portfolio
|
Q4 2024
Added 7.61%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
9,482
shares
|
$358,704
0.01% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
9,130
shares
|
$345,387
0.04% of portfolio
|
Q1 2025
Reduced 11.15%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
8,964
shares
|
$339,108
0.0% of portfolio
|
Q1 2025
Added 246.1%
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
8,928
shares
|
$337,746
0.17% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
8,808
shares
|
$333,206
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
8,594
shares
|
$325,111
0.0% of portfolio
|
Q1 2025
Reduced 23.6%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
8,543
shares
|
$323,181
0.03% of portfolio
|
Q1 2025
Reduced 44.65%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Apr 24, 2025 Q1 2025 |
8,418
shares
|
$318,452
0.17% of portfolio
|
Q1 2025
Reduced 54.11%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Apr 14, 2025 Q1 2025 |
8,415
shares
|
$318,339
0.29% of portfolio
|
Q1 2025
Added 8.55%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
8,359
shares
|
$316,220
0.01% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
8,293
shares
|
$313,724
0.01% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
8,212
shares
|
$310,659
0.01% of portfolio
|
Q1 2025
Reduced 10.79%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
8,114
shares
|
$306,952
0.1% of portfolio
|
Q1 2025
Reduced 4.84%
|