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 |
|---|---|---|---|---|---|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
6,347
shares
|
$277,617
0.23% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Ivc Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
6,336
shares
|
$277,136
0.13% of portfolio
|
Q2 2025
Reduced 29.03%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
6,257
shares
|
$273,681
0.04% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Port Capital LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,000
shares
|
$262,440
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
5,963
shares
|
$260,821
0.12% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
5,961
shares
|
$260,734
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
5,940
shares
|
$259,815
0.02% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
5,852
shares
|
$255,966
0.02% of portfolio
|
Q2 2025
Reduced 33.56%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
5,822
shares
|
$254,654
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
5,715
shares
|
$249,974
0.02% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
5,623
shares
|
$245,950
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
5,557
shares
|
$243,063
0.01% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
5,545
shares
|
$242,538
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
5,490
shares
|
$240,132
0.18% of portfolio
|
Q2 2025
Reduced 14.08%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
5,315
shares
|
$232,478
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
5,302
shares
|
$231,909
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
5,178
shares
|
$226,485
0.0% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
5,150
shares
|
$225,261
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
5,139
shares
|
$224,779
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,119
shares
|
$223,905
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
5,093
shares
|
$222,767
0.0% of portfolio
|
Q2 2025
Added 148.2%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
4,949
shares
|
$216,469
0.0% of portfolio
|
Q1 2025
Added 87.6%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Aug 11, 2025 Q2 2025 |
4,917
shares
|
$215,069
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
4,767
shares
|
$208,508
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
4,753
shares
|
$207,896
0.14% of portfolio
|
Q2 2025
New holding
|