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 |
|---|---|---|---|---|---|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
8,517
shares
|
$372,533
0.04% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
8,370
shares
|
$366,103
0.31% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
8,293
shares
|
$362,735
0.01% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
8,212
shares
|
$359,192
0.01% of portfolio
|
Q1 2025
Reduced 10.79%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,100
shares
|
$354,294
0.0% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
7,857
shares
|
$343,665
0.11% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
7,721
shares
|
$337,716
0.0% of portfolio
|
Q2 2025
Reduced 10.16%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
7,713
shares
|
$337,366
0.01% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
7,341
shares
|
$321,095
0.06% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
7,326
shares
|
$320,439
0.0% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Geometric Wealth Advisors
|
Aug 06, 2025 Q2 2025 |
7,308
shares
|
$319,651
0.05% of portfolio
|
Q2 2025
Reduced 27.28%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
7,066
shares
|
$309,066
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
7,001
shares
|
$306,223
0.11% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
6,919
shares
|
$302,637
0.01% of portfolio
|
Q2 2025
Added 16.32%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
6,898
shares
|
$301,718
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
6,887
shares
|
$301,237
0.13% of portfolio
|
Q2 2025
Reduced 12.68%
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
6,873
shares
|
$300,625
0.05% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
6,870
shares
|
$300,493
0.01% of portfolio
|
Q2 2025
Reduced 88.34%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
6,857
shares
|
$299,925
0.0% of portfolio
|
Q2 2025
Added 9.75%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
6,800
shares
|
$297,432
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
6,786
shares
|
$296,819
0.06% of portfolio
|
Q2 2025
Reduced 45.55%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
6,756
shares
|
$295,507
0.0% of portfolio
|
Q4 2024
Reduced 33.86%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
6,750
shares
|
$295,245
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
6,618
shares
|
$289,471
0.0% of portfolio
|
Q1 2025
Reduced 30.83%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
6,570
shares
|
$287,371
0.01% of portfolio
|
Q2 2025
Added 40.32%
|