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 |
|---|---|---|---|---|---|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
175,977
shares
|
$7.7 Million
2.88% of portfolio
|
Q2 2025
Reduced 7.85%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
173,264
shares
|
$7.58 Million
1.37% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
169,321
shares
|
$7.41 Million
0.16% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
167,563
shares
|
$7.33 Million
0.08% of portfolio
|
Q1 2025
Added 8.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
162,058
shares
|
$7.09 Million
0.0% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
156,204
shares
|
$6.83 Million
0.16% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
154,836
shares
|
$6.77 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
154,506
shares
|
$6.76 Million
1.77% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
153,314
shares
|
$6.71 Million
0.29% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
152,407
shares
|
$6.67 Million
0.0% of portfolio
|
Q1 2025
Reduced 29.44%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
151,111
shares
|
$6.61 Million
0.18% of portfolio
|
Q1 2025
Added 7.9%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
146,095
shares
|
$6.39 Million
2.79% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
144,189
shares
|
$6.31 Million
0.08% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
143,811
shares
|
$6.29 Million
0.24% of portfolio
|
Q2 2025
Reduced 7.45%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
136,723
shares
|
$5.98 Million
0.08% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Divergent Planning, LLC
|
Jul 30, 2025 Q2 2025 |
130,904
shares
|
$5.73 Million
1.69% of portfolio
|
Q2 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
127,285
shares
|
$5.57 Million
0.21% of portfolio
|
Q1 2025
Added 1867.31%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
126,108
shares
|
$5.52 Million
2.2% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
123,592
shares
|
$5.41 Million
0.0% of portfolio
|
Q1 2025
Reduced 42.33%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
122,492
shares
|
$5.36 Million
3.6% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
118,631
shares
|
$5.19 Million
1.31% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
115,195
shares
|
$5.04 Million
0.0% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
111,822
shares
|
$4.89 Million
2.52% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jul 24, 2025 Q2 2025 |
108,578
shares
|
$4.75 Million
3.21% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
108,230
shares
|
$4.73 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.1%
|