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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
809
shares
|
$35,385
0.0% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
800
shares
|
$34,992
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
724
shares
|
$31,667
0.01% of portfolio
|
Q1 2025
Reduced 85.08%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
720
shares
|
$31,492
0.0% of portfolio
|
Q2 2025
Added 1209.09%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
675
shares
|
$29,524
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
654
shares
|
$28,605
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
640
shares
|
$27,993
0.0% of portfolio
|
Q2 2025
Reduced 99.27%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
638
shares
|
$27,906
0.01% of portfolio
|
Q1 2025
Reduced 67.75%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
587
shares
|
$25,675
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
585
shares
|
$25,587
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
569
shares
|
$24,888
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
527
shares
|
$23,050
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
516
shares
|
$22,569
0.01% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
479
shares
|
$20,951
0.0% of portfolio
|
Q1 2022
Reduced 70.49%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
467
shares
|
$20,426
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
457
shares
|
$19,989
0.0% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
450
shares
|
$19,683
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
416
shares
|
$18,195
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
415
shares
|
$18,152
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
393
shares
|
$17,189
0.0% of portfolio
|
Q2 2020
Reduced 86.69%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
378
shares
|
$16,533
0.0% of portfolio
|
Q4 2024
Reduced 49.06%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
378
shares
|
$16,533
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
370
shares
|
$16,183
0.0% of portfolio
|
Q2 2025
Added 2076.47%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
362
shares
|
$15,833
0.01% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
356
shares
|
$15,571
0.01% of portfolio
|
Q4 2024
Added 0.85%
|