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 482 institutions that hold shares in the stock, with a total of 44 Million shares, which have been reported (via 13F filing form) to have a value of $1.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
377,943
shares
|
$16.5 Million
1.24% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
374,149
shares
|
$16.4 Million
0.69% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
346,215
shares
|
$15.1 Million
1.5% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
337,525
shares
|
$14.8 Million
1.54% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
320,655
shares
|
$14 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.61%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
293,000
shares
|
$12.8 Million
0.0% of portfolio
|
Q1 2025
Added 20.08%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
292,662
shares
|
$12.8 Million
1.52% of portfolio
|
Q2 2025
Added 16.07%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Jul 21, 2025 Q2 2025 |
277,996
shares
|
$12.2 Million
9.39% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
276,173
shares
|
$12.1 Million
0.31% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
267,033
shares
|
$11.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 12.15%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
227,833
shares
|
$9.97 Million
0.89% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
223,394
shares
|
$9.77 Million
0.01% of portfolio
|
Q2 2025
Added 13.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
213,204
shares
|
$9.33 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
208,421
shares
|
$9.12 Million
0.73% of portfolio
|
Q3 2022
Reduced 1.9%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
207,802
shares
|
$9.09 Million
0.2% of portfolio
|
Q2 2025
Added 170.52%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
204,064
shares
|
$8.93 Million
0.84% of portfolio
|
Q2 2025
Added 13.04%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
194,446
shares
|
$8.51 Million
0.61% of portfolio
|
Q1 2025
Added 9.19%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
188,396
shares
|
$8.24 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Strategic Financial Planning, Inc.
|
May 14, 2025 Q1 2025 |
186,863
shares
|
$8.17 Million
4.62% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
186,842
shares
|
$8.17 Million
0.68% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
184,848
shares
|
$8.09 Million
2.5% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
183,578
shares
|
$8.03 Million
2.28% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Jul 31, 2025 Q2 2025 |
182,971
shares
|
$8 Million
5.33% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
177,517
shares
|
$7.76 Million
1.61% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
176,195
shares
|
$7.71 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.6%
|