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 423 institutions that hold shares in the stock, with a total of 45.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
341,548
shares
|
$12.3 Million
1.71% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
326,473
shares
|
$11.7 Million
0.0% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
321,053
shares
|
$11.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 42.74%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
320,337
shares
|
$11.5 Million
0.01% of portfolio
|
Q3 2024
Added 17.0%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
318,947
shares
|
$11.4 Million
1.08% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Act Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
305,712
shares
|
$11 Million
5.24% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
302,657
shares
|
$10.9 Million
1.29% of portfolio
|
Q3 2024
Added 11.06%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
270,992
shares
|
$9.72 Million
0.01% of portfolio
|
Q3 2024
Added 546.11%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
260,099
shares
|
$9.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.1%
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
246,073
shares
|
$8.83 Million
1.68% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
239,655
shares
|
$8.6 Million
0.39% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
231,297
shares
|
$8.3 Million
1.36% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
227,833
shares
|
$8.17 Million
0.78% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
208,421
shares
|
$7.48 Million
0.73% of portfolio
|
Q3 2022
Reduced 1.9%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
205,838
shares
|
$7.38 Million
0.27% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
204,682
shares
|
$7.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.03%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
199,943
shares
|
$7.17 Million
1.89% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Strategic Financial Planning, Inc.
|
Oct 25, 2024 Q3 2024 |
189,228
shares
|
$6.79 Million
4.83% of portfolio
|
Q3 2024
Added 5.84%
|
|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
184,936
shares
|
$6.63 Million
2.84% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
182,076
shares
|
$6.53 Million
0.0% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
178,552
shares
|
$6.4 Million
2.32% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
177,315
shares
|
$6.36 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
175,999
shares
|
$6.31 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
175,320
shares
|
$6.29 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
174,600
shares
|
$6.26 Million
0.7% of portfolio
|
Q3 2024
Reduced 1.65%
|