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 |
|---|---|---|---|---|---|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
905
shares
|
$34,236
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
892
shares
|
$33,744
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
845
shares
|
$31,966
0.0% of portfolio
|
Q1 2025
Added 35.2%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
820
shares
|
$31,020
0.0% of portfolio
|
Q1 2025
Added 65.32%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
800
shares
|
$30,264
0.01% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
724
shares
|
$27,388
0.01% of portfolio
|
Q1 2025
Reduced 85.08%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
702
shares
|
$26,556
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
688
shares
|
$26,027
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
675
shares
|
$25,535
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
654
shares
|
$24,740
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
638
shares
|
$24,135
0.0% of portfolio
|
Q4 2024
Reduced 19.14%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
594
shares
|
$22,471
0.0% of portfolio
|
Q1 2025
Reduced 97.7%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
587
shares
|
$22,206
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
516
shares
|
$19,520
0.01% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
479
shares
|
$18,120
0.0% of portfolio
|
Q1 2022
Reduced 70.49%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
457
shares
|
$17,288
0.0% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
403
shares
|
$15,245
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
393
shares
|
$14,867
0.0% of portfolio
|
Q2 2020
Reduced 86.69%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
382
shares
|
$14,451
0.01% of portfolio
|
Q1 2025
Reduced 12.59%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
378
shares
|
$14,299
0.0% of portfolio
|
Q4 2024
Reduced 49.06%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
367
shares
|
$13,883
0.0% of portfolio
|
Q4 2024
Added 15.77%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
356
shares
|
$13,467
0.01% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
350
shares
|
$13,240
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
334
shares
|
$12,635
0.0% of portfolio
|
Q1 2025
Added 77.66%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
331
shares
|
$12,521
0.0% of portfolio
|
Q2 2024
New holding
|