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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,100
shares
|
$306,423
0.0% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
8,073
shares
|
$305,401
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
7,887
shares
|
$298,365
0.17% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
7,742
shares
|
$292,879
0.0% of portfolio
|
Q1 2025
Reduced 10.57%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
7,713
shares
|
$291,782
0.01% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
7,487
shares
|
$283,233
0.05% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
7,268
shares
|
$274,948
0.05% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
7,101
shares
|
$268,630
0.1% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
7,066
shares
|
$267,306
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
6,978
shares
|
$263,977
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
6,898
shares
|
$260,951
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
6,800
shares
|
$257,244
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
6,756
shares
|
$255,579
0.0% of portfolio
|
Q4 2024
Reduced 33.86%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
6,750
shares
|
$255,352
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Apr 21, 2025 Q4 2024 |
6,500
shares
|
$245,895
0.02% of portfolio
|
Q4 2023
Reduced 2.99%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
6,470
shares
|
$244,760
0.01% of portfolio
|
Q4 2024
Added 15.68%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
6,399
shares
|
$242,074
0.01% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
6,390
shares
|
$241,733
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
May 06, 2025 Q1 2025 |
6,362
shares
|
$240,674
0.23% of portfolio
|
Q1 2025
Reduced 13.51%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
6,256
shares
|
$236,664
0.03% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
6,248
shares
|
$236,361
0.0% of portfolio
|
Q1 2025
Reduced 24.82%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
6,140
shares
|
$232,276
0.01% of portfolio
|
Q1 2025
Reduced 96.68%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
5,963
shares
|
$225,580
0.12% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
5,948
shares
|
$225,012
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vishria Bird Financial Group, LLC
|
Apr 28, 2025 Q1 2025 |
5,822
shares
|
$220,246
0.08% of portfolio
|
Q1 2025
New holding
|