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 423 institutions that hold shares in the stock, with a total of 45.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
2,655
shares
|
$95,818
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,650
shares
|
$95,638
0.0% of portfolio
|
Q4 2023
Reduced 11.78%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
2,621
shares
|
$94,591
0.04% of portfolio
|
Q3 2024
Added 11.48%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
2,590
shares
|
$93,473
0.0% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
2,549
shares
|
$91,993
0.02% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
2,496
shares
|
$90,080
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
2,368
shares
|
$85,461
0.02% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
2,264
shares
|
$81,707
0.05% of portfolio
|
Q3 2024
Added 683.39%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
2,198
shares
|
$79,325
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,102
shares
|
$75,861
0.01% of portfolio
|
Q3 2024
Reduced 8.49%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
2,028
shares
|
$73,190
0.01% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,028
shares
|
$73,190
0.0% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
2,010
shares
|
$72,540
0.02% of portfolio
|
Q3 2022
Added 336.96%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2024 Q3 2024 |
2,000
shares
|
$72,180
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
1,974
shares
|
$71,241
0.03% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
1,815
shares
|
$65,503
0.04% of portfolio
|
Q4 2019
Added 2.83%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,684
shares
|
$60,775
0.0% of portfolio
|
Q3 2024
Added 8.23%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,525
shares
|
$55,037
0.0% of portfolio
|
Q4 2022
Added 11.48%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
1,465
shares
|
$52,871
0.01% of portfolio
|
Q2 2024
Added 1.74%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
1,367
shares
|
$49,335
0.02% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
1,348
shares
|
$48,649
0.07% of portfolio
|
Q4 2023
Reduced 24.73%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,314
shares
|
$47,422
0.0% of portfolio
|
Q3 2024
Added 15.57%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,230
shares
|
$44,390
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
1,176
shares
|
$42,441
0.01% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,156
shares
|
$41,720
0.0% of portfolio
|
Q1 2024
Reduced 1.53%
|