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 460 institutions that hold shares in the stock, with a total of 44.1 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 |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
47
shares
|
$1,778
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
43
shares
|
$1,626
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
42
shares
|
$1,588
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
42
shares
|
$1,588
0.0% of portfolio
|
Q3 2024
Reduced 48.78%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
38
shares
|
$1,437
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
36
shares
|
$1,361
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
35
shares
|
$1,324
0.0% of portfolio
|
Q4 2021
Added 6.06%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
32
shares
|
$1,210
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
31
shares
|
$1,172
0.0% of portfolio
|
Q1 2025
Added 1450.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
31
shares
|
$1,172
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
30
shares
|
$1,134
0.0% of portfolio
|
Q4 2024
Added 2900.0%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
30
shares
|
$1,134
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
29
shares
|
$1,097
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
28
shares
|
$1,059
0.0% of portfolio
|
Q4 2023
Reduced 95.41%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
26
shares
|
$983
0.0% of portfolio
|
Q1 2025
Reduced 36.59%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
25
shares
|
$945
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
25
shares
|
$945
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
23
shares
|
$870
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
20
shares
|
$756
0.0% of portfolio
|
Q3 2024
Reduced 86.67%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
19
shares
|
$718
0.0% of portfolio
|
Q4 2024
Reduced 95.86%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
17
shares
|
$643
0.0% of portfolio
|
Q4 2024
Added 325.0%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
17
shares
|
$643
0.0% of portfolio
|
Q2 2022
Reduced 73.44%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
17
shares
|
$643
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
17
shares
|
$643
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
16
shares
|
$605
0.0% of portfolio
|
Q1 2025
New holding
|