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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
176,438
shares
|
$6.67 Million
0.01% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
174,299
shares
|
$6.59 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
174,151
shares
|
$6.59 Million
1.28% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
162,969
shares
|
$6.17 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
158,253
shares
|
$5.99 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
155,735
shares
|
$5.89 Million
0.0% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
155,380
shares
|
$5.88 Million
0.24% of portfolio
|
Q1 2025
Added 93.9%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
155,077
shares
|
$5.87 Million
1.61% of portfolio
|
Q1 2025
Reduced 9.5%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
154,691
shares
|
$5.85 Million
0.15% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
154,249
shares
|
$5.84 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
151,984
shares
|
$5.75 Million
0.28% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
144,383
shares
|
$5.46 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
140,044
shares
|
$5.3 Million
0.15% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
139,708
shares
|
$5.29 Million
2.44% of portfolio
|
Q1 2025
Added 35.33%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
134,457
shares
|
$5.09 Million
0.1% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
133,244
shares
|
$5.04 Million
1.94% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
131,348
shares
|
$4.97 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
124,363
shares
|
$4.7 Million
0.69% of portfolio
|
Q4 2024
Added 2813.16%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
122,492
shares
|
$4.63 Million
3.6% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
120,395
shares
|
$4.55 Million
0.01% of portfolio
|
Q1 2025
Added 155.74%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
112,215
shares
|
$4.25 Million
0.02% of portfolio
|
Q4 2024
Added 182.93%
|
|
|
Seven Springs Wealth Group, LLC
|
Feb 14, 2025 Q4 2024 |
111,628
shares
|
$4.22 Million
1.47% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
May 07, 2025 Q1 2025 |
111,494
shares
|
$4.22 Million
3.66% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
111,354
shares
|
$4.21 Million
0.0% of portfolio
|
Q1 2025
Reduced 40.7%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Apr 29, 2025 Q1 2025 |
109,236
shares
|
$4.13 Million
2.2% of portfolio
|
Q1 2025
Added 7.68%
|