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 450 institutions that hold shares in the stock, with a total of 52.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
8,293
shares
|
$302,362
0.01% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
8,284
shares
|
$302,034
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,100
shares
|
$295,326
0.0% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
7,752
shares
|
$282,637
0.26% of portfolio
|
Q4 2024
Added 23.79%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
7,713
shares
|
$281,215
0.01% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
7,679
shares
|
$279,976
0.05% of portfolio
|
Q4 2024
Reduced 18.22%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
7,552
shares
|
$275,345
0.1% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Jan 21, 2025 Q4 2024 |
7,432
shares
|
$270,970
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
7,066
shares
|
$257,626
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
6,978
shares
|
$254,417
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
6,976
shares
|
$254,344
0.03% of portfolio
|
Q4 2023
Added 0.59%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Feb 13, 2025 Q4 2024 |
6,898
shares
|
$251,501
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
6,842
shares
|
$249,459
0.04% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
6,800
shares
|
$247,928
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
6,756
shares
|
$246,323
0.0% of portfolio
|
Q4 2024
Reduced 33.86%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
6,750
shares
|
$246,105
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
6,556
shares
|
$239,031
0.0% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
6,500
shares
|
$236,990
0.03% of portfolio
|
Q4 2023
Reduced 2.99%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
6,470
shares
|
$235,896
0.01% of portfolio
|
Q4 2024
Added 15.68%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
6,449
shares
|
$235,130
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
6,399
shares
|
$233,307
0.01% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
6,296
shares
|
$229,552
0.01% of portfolio
|
Q4 2024
Added 50.12%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
6,256
shares
|
$228,093
0.03% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
5,963
shares
|
$217,410
0.12% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
5,892
shares
|
$214,822
0.01% of portfolio
|
Q4 2024
Added 24.3%
|