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 |
|---|---|---|---|---|---|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
137
shares
|
$5,992
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
131
shares
|
$5,729
0.0% of portfolio
|
Q1 2025
Reduced 48.02%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
128
shares
|
$5,598
0.0% of portfolio
|
Q1 2025
Reduced 41.55%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
122
shares
|
$5,336
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
121
shares
|
$5,292
0.0% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
117
shares
|
$5,117
0.0% of portfolio
|
Q4 2024
Reduced 85.59%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
103
shares
|
$4,505
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
92
shares
|
$4,024
0.0% of portfolio
|
Q4 2024
Reduced 21.37%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
81
shares
|
$3,542
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
80
shares
|
$3,499
0.0% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
77
shares
|
$3,367
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
65
shares
|
$2,843
0.0% of portfolio
|
Q3 2024
Reduced 71.86%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
62
shares
|
$2,711
0.0% of portfolio
|
Q2 2025
Added 226.32%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
61
shares
|
$2,668
0.0% of portfolio
|
Q3 2024
Reduced 86.04%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
58
shares
|
$2,536
0.0% of portfolio
|
Q1 2025
Added 38.1%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
50
shares
|
$2,187
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
49
shares
|
$2,143
0.0% of portfolio
|
Q4 2024
Reduced 73.37%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
43
shares
|
$1,880
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
42
shares
|
$1,837
0.0% of portfolio
|
Q3 2024
Reduced 48.78%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
40
shares
|
$1,749
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
38
shares
|
$1,662
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
37
shares
|
$1,618
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
36
shares
|
$1,574
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
35
shares
|
$1,530
0.0% of portfolio
|
Q4 2021
Added 6.06%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
32
shares
|
$1,399
0.0% of portfolio
|
Q2 2024
New holding
|