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 |
|---|---|---|---|---|---|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
5,755
shares
|
$217,711
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
5,715
shares
|
$216,198
0.02% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
5,668
shares
|
$214,420
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
5,623
shares
|
$212,718
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
5,411
shares
|
$204,698
0.0% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
5,385
shares
|
$203,714
0.03% of portfolio
|
Q1 2025
Reduced 22.81%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
5,003
shares
|
$189,263
0.0% of portfolio
|
Q4 2024
Reduced 29.12%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
4,682
shares
|
$177,120
0.01% of portfolio
|
Q1 2025
Reduced 20.54%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
4,367
shares
|
$165,203
0.1% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
3,857
shares
|
$145,910
0.01% of portfolio
|
Q1 2025
Reduced 16.37%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
3,844
shares
|
$145,418
0.0% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Newton One Investments LLC
|
Apr 18, 2025 Q1 2025 |
3,790
shares
|
$143,375
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
3,224
shares
|
$121,963
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
3,100
shares
|
$117,273
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2,956
shares
|
$111,825
0.0% of portfolio
|
Q1 2025
Reduced 53.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,667
shares
|
$100,892
0.0% of portfolio
|
Q4 2024
Reduced 39.92%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,650
shares
|
$100,249
0.0% of portfolio
|
Q4 2023
Reduced 11.78%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
2,638
shares
|
$99,795
0.0% of portfolio
|
Q4 2024
Reduced 48.38%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
2,593
shares
|
$98,093
0.02% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Calton & Associates, Inc.
|
May 05, 2025 Q1 2025 |
2,580
shares
|
$97,601
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
2,543
shares
|
$96,201
0.04% of portfolio
|
Q1 2025
Reduced 21.22%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
2,515
shares
|
$95,142
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
2,496
shares
|
$94,423
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
2,399
shares
|
$90,754
0.01% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
2,367
shares
|
$89,543
0.01% of portfolio
|
Q1 2025
Added 16.49%
|