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 |
|---|---|---|---|---|---|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
135
shares
|
$5,107
0.0% of portfolio
|
Q1 2025
Reduced 17.68%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
128
shares
|
$4,842
0.0% of portfolio
|
Q1 2025
Reduced 41.55%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
123
shares
|
$4,653
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
122
shares
|
$4,615
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
121
shares
|
$4,577
0.0% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
119
shares
|
$4,501
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
117
shares
|
$4,426
0.0% of portfolio
|
Q4 2024
Reduced 85.59%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
116
shares
|
$4,388
0.0% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
116
shares
|
$4,388
0.0% of portfolio
|
Q1 2025
Added 84.13%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
108
shares
|
$4,085
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
103
shares
|
$3,896
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
97
shares
|
$3,669
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
92
shares
|
$3,480
0.0% of portfolio
|
Q4 2024
Reduced 21.37%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
81
shares
|
$3,064
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
80
shares
|
$3,026
0.0% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
77
shares
|
$2,912
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
71
shares
|
$2,685
0.0% of portfolio
|
Q3 2024
Reduced 39.83%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
66
shares
|
$2,496
0.0% of portfolio
|
Q3 2024
Reduced 34.65%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
65
shares
|
$2,458
0.0% of portfolio
|
Q3 2024
Reduced 71.86%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
64
shares
|
$2,421
0.0% of portfolio
|
Q4 2024
Reduced 82.22%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
61
shares
|
$2,307
0.0% of portfolio
|
Q3 2024
Reduced 86.04%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
60
shares
|
$2,269
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
55
shares
|
$2,080
0.0% of portfolio
|
Q1 2025
Reduced 11.29%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
50
shares
|
$1,891
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
49
shares
|
$1,853
0.0% of portfolio
|
Q4 2024
Reduced 73.37%
|