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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
4,727
shares
|
$206,758
0.0% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
4,715
shares
|
$206,234
0.02% of portfolio
|
Q2 2025
Reduced 12.44%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
4,376
shares
|
$191,406
0.1% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
4,315
shares
|
$188,738
0.0% of portfolio
|
Q2 2025
Added 15310.71%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
4,063
shares
|
$177,715
0.09% of portfolio
|
Q2 2025
Added 95.24%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
3,798
shares
|
$166,124
0.05% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
3,727
shares
|
$163,018
0.01% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,680
shares
|
$160,963
0.0% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
3,420
shares
|
$149,590
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
3,241
shares
|
$141,761
0.01% of portfolio
|
Q2 2025
Added 900.31%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
3,224
shares
|
$141,017
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
3,100
shares
|
$135,594
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2,956
shares
|
$129,295
0.0% of portfolio
|
Q1 2025
Reduced 53.05%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
2,917
shares
|
$127,589
0.04% of portfolio
|
Q2 2025
Added 116.88%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,650
shares
|
$115,911
0.0% of portfolio
|
Q4 2023
Reduced 11.78%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
2,596
shares
|
$113,549
0.02% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
2,590
shares
|
$113,286
0.0% of portfolio
|
Q2 2025
Reduced 71.11%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,515
shares
|
$110,006
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
2,496
shares
|
$109,175
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,458
shares
|
$107,512
0.0% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
2,401
shares
|
$105,019
0.02% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
2,307
shares
|
$100,908
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
2,198
shares
|
$96,140
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
2,185
shares
|
$95,571
0.04% of portfolio
|
Q2 2025
Reduced 14.08%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,074
shares
|
$90,716
0.01% of portfolio
|
Q1 2025
Reduced 1.29%
|