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 |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
329
shares
|
$12,446
0.0% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
328
shares
|
$12,408
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
324
shares
|
$12,256
0.0% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
312
shares
|
$11,802
0.0% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
300
shares
|
$11,349
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
293
shares
|
$11,084
0.0% of portfolio
|
Q1 2025
Added 910.34%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
277
shares
|
$10,478
0.0% of portfolio
|
Q2 2023
Added 0.36%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
274
shares
|
$10,365
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
261
shares
|
$9,873
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
254
shares
|
$9,608
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
252
shares
|
$9,533
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
223
shares
|
$8,436
0.0% of portfolio
|
Q1 2025
Reduced 63.8%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
215
shares
|
$8,133
0.0% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
214
shares
|
$8,095
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
204
shares
|
$7,717
0.0% of portfolio
|
Q2 2024
Reduced 59.52%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
200
shares
|
$7,566
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
199
shares
|
$7,528
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
198
shares
|
$7,490
0.0% of portfolio
|
Q1 2025
Added 127.59%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
197
shares
|
$7,452
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
189
shares
|
$7,149
0.0% of portfolio
|
Q4 2024
Added 186.36%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
185
shares
|
$6,998
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
176
shares
|
$6,658
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
165
shares
|
$6,241
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
159
shares
|
$6,014
0.0% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
150
shares
|
$5,674
0.0% of portfolio
|
Q2 2023
Reduced 17.13%
|