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 405 institutions that hold shares in the stock, with a total of 88.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.14 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 25, 2024 Q1 2024 |
469,927
shares
|
$16.7 Million
0.84% of portfolio
|
Q1 2024
Added 0.58%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
454,378
shares
|
$16.2 Million
0.05% of portfolio
|
Q1 2024
Reduced 44.79%
|
|
Morton Brown Family Wealth, LLC
|
Apr 23, 2024 Q1 2024 |
404,423
shares
|
$14.4 Million
5.98% of portfolio
|
Q1 2024
Added 7.69%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
387,428
shares
|
$13.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.19%
|
|
Jfg Wealth Management, LLC
Denver, CO |
May 10, 2024 Q1 2024 |
343,755
shares
|
$12.2 Million
3.3% of portfolio
|
Q1 2024
Added 3.3%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
343,240
shares
|
$12.2 Million
0.0% of portfolio
|
Q1 2024
Added 0.02%
|
|
Vise Technologies, Inc.
New York, NY |
May 15, 2024 Q1 2024 |
310,086
shares
|
$11 Million
2.21% of portfolio
|
Q1 2024
Added 8.8%
|
|
Act Wealth Management, LLC
|
Apr 09, 2024 Q1 2024 |
286,605
shares
|
$10.2 Million
5.17% of portfolio
|
Q1 2024
Added 3.81%
|
|
Charles Schwab Trust CO
|
Apr 12, 2024 Q1 2024 |
278,999
shares
|
$9.93 Million
0.96% of portfolio
|
Q1 2024
Added 15.35%
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
256,050
shares
|
$9.11 Million
0.01% of portfolio
|
Q1 2024
Added 2.44%
|
|
Valley National Advisers Inc
|
Apr 19, 2024 Q1 2024 |
243,191
shares
|
$8.65 Million
1.32% of portfolio
|
Q1 2024
Added 4.31%
|
|
Capital Insight Partners, LLC
|
Apr 16, 2024 Q1 2024 |
243,006
shares
|
$8.65 Million
1.64% of portfolio
|
Q1 2024
Added 3.8%
|
|
One Capital Management, LLC
Westlake Village, CA |
May 08, 2024 Q1 2024 |
241,002
shares
|
$8.57 Million
0.33% of portfolio
|
Q1 2024
Reduced 2.46%
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 15, 2024 Q1 2024 |
232,998
shares
|
$8.29 Million
0.79% of portfolio
|
Q1 2024
Added 0.0%
|
|
Tortoise Investment Management, LLC
|
May 09, 2024 Q1 2024 |
231,250
shares
|
$8.23 Million
1.04% of portfolio
|
Q1 2024
Added 15.4%
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Apr 15, 2024 Q1 2024 |
227,374
shares
|
$8.09 Million
1.27% of portfolio
|
Q1 2024
Reduced 2.76%
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Apr 22, 2024 Q1 2024 |
219,818
shares
|
$7.82 Million
0.4% of portfolio
|
Q1 2024
Added 6.28%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
208,641
shares
|
$7.42 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.71%
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
208,421
shares
|
$7.42 Million
0.73% of portfolio
|
Q3 2022
Reduced 1.9%
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 15, 2024 Q1 2024 |
198,514
shares
|
$7.06 Million
1.87% of portfolio
|
Q1 2024
Reduced 3.31%
|
|
Valmark Advisers, Inc.
|
May 03, 2024 Q1 2024 |
195,893
shares
|
$6.97 Million
0.12% of portfolio
|
Q1 2024
Reduced 0.12%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
195,319
shares
|
$6.95 Million
0.1% of portfolio
|
Q1 2024
Reduced 0.22%
|
|
Mission Wealth Management, LP
|
Apr 30, 2024 Q1 2024 |
185,067
shares
|
$6.58 Million
0.18% of portfolio
|
Q1 2024
Reduced 0.73%
|
|
Brand Asset Management Group, Inc.
|
Apr 30, 2024 Q1 2024 |
183,591
shares
|
$6.53 Million
2.86% of portfolio
|
Q1 2024
Added 1.79%
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2024 Q1 2024 |
181,969
shares
|
$6.47 Million
0.65% of portfolio
|
Q1 2024
Reduced 1.65%
|