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 |
|---|---|---|---|---|---|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
369,495
shares
|
$14 Million
1.14% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
366,910
shares
|
$13.9 Million
0.0% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
366,588
shares
|
$13.9 Million
1.08% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
321,280
shares
|
$12.2 Million
1.23% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
303,956
shares
|
$11.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 46.61%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
May 06, 2025 Q1 2025 |
285,488
shares
|
$10.8 Million
8.89% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
May 09, 2025 Q1 2025 |
273,595
shares
|
$10.4 Million
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
252,152
shares
|
$9.54 Million
1.13% of portfolio
|
Q1 2025
Added 13.71%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
244,009
shares
|
$9.23 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.19%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
227,833
shares
|
$8.62 Million
0.76% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
220,249
shares
|
$8.33 Million
0.02% of portfolio
|
Q1 2025
Reduced 20.89%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
215,984
shares
|
$8.17 Million
0.0% of portfolio
|
Q4 2024
Added 18.62%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
214,294
shares
|
$8.11 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
208,421
shares
|
$7.88 Million
0.73% of portfolio
|
Q3 2022
Reduced 1.9%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
194,446
shares
|
$7.36 Million
0.61% of portfolio
|
Q1 2025
Added 9.19%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
194,007
shares
|
$7.34 Million
0.01% of portfolio
|
Q4 2024
Added 14.68%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
193,275
shares
|
$7.31 Million
2.28% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
190,972
shares
|
$7.22 Million
2.92% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
190,534
shares
|
$7.21 Million
0.7% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
189,176
shares
|
$7.16 Million
1.55% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Strategic Financial Planning, Inc.
|
Feb 13, 2025 Q4 2024 |
188,519
shares
|
$7.13 Million
4.41% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
184,791
shares
|
$6.99 Million
2.25% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
182,006
shares
|
$6.89 Million
0.22% of portfolio
|
Q4 2024
Reduced 11.58%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
180,958
shares
|
$6.85 Million
4.98% of portfolio
|
Q1 2025
Added 112.64%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
180,516
shares
|
$6.83 Million
0.68% of portfolio
|
Q1 2025
Added 9.67%
|