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 |
|---|---|---|---|---|---|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
340
shares
|
$14,871
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
331
shares
|
$14,477
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
330
shares
|
$14,434
0.0% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
328
shares
|
$14,346
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
313
shares
|
$13,690
0.0% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
303
shares
|
$13,253
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
300
shares
|
$13,122
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
293
shares
|
$12,815
0.0% of portfolio
|
Q1 2025
Added 910.34%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
288
shares
|
$12,597
0.01% of portfolio
|
Q2 2025
Added 28700.0%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
277
shares
|
$12,115
0.0% of portfolio
|
Q2 2023
Added 0.36%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
261
shares
|
$11,416
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
223
shares
|
$9,754
0.01% of portfolio
|
Q1 2025
Reduced 63.8%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
214
shares
|
$9,360
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
211
shares
|
$9,229
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
204
shares
|
$8,922
0.0% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
200
shares
|
$8,748
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
198
shares
|
$8,660
0.0% of portfolio
|
Q1 2025
Added 127.59%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
189
shares
|
$8,266
0.0% of portfolio
|
Q4 2024
Added 186.36%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
178
shares
|
$7,785
0.0% of portfolio
|
Q2 2025
Added 150.7%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
176
shares
|
$7,698
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
165
shares
|
$7,217
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
164
shares
|
$7,173
0.0% of portfolio
|
Q2 2025
Added 156.25%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
159
shares
|
$6,954
0.0% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
154
shares
|
$6,735
0.0% of portfolio
|
Q1 2025
Reduced 58.04%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
150
shares
|
$6,561
0.0% of portfolio
|
Q2 2023
Reduced 17.13%
|