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 |
|---|---|---|---|---|---|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
172,460
shares
|
$6.19 Million
0.34% of portfolio
|
Q3 2024
Added 34.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
169,177
shares
|
$6.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
168,424
shares
|
$6.04 Million
1.38% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
166,274
shares
|
$5.96 Million
0.66% of portfolio
|
Q3 2024
Added 5.84%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
164,928
shares
|
$5.92 Million
0.58% of portfolio
|
Q2 2024
Reduced 9.36%
|
|
|
Financial Consulate, Inc
|
Oct 21, 2024 Q3 2024 |
163,327
shares
|
$5.86 Million
1.76% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
162,091
shares
|
$5.81 Million
0.56% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
158,543
shares
|
$5.69 Million
0.42% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
157,381
shares
|
$5.65 Million
1.09% of portfolio
|
Q3 2024
Reduced 37.19%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
154,849
shares
|
$5.55 Million
0.06% of portfolio
|
Q3 2024
Reduced 12.19%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
152,035
shares
|
$5.45 Million
0.0% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
145,736
shares
|
$5.23 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
144,924
shares
|
$5.2 Million
2.27% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
141,029
shares
|
$5.06 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
138,477
shares
|
$4.97 Million
0.17% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
134,214
shares
|
$4.81 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
132,848
shares
|
$4.77 Million
1.52% of portfolio
|
Q3 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
127,593
shares
|
$4.58 Million
0.13% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
114,831
shares
|
$4.12 Million
1.57% of portfolio
|
Q3 2024
Reduced 60.75%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
113,304
shares
|
$4.06 Million
0.25% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 14, 2024 Q3 2024 |
111,421
shares
|
$4 Million
1.61% of portfolio
|
Q3 2024
Reduced 13.22%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Oct 21, 2024 Q3 2024 |
108,519
shares
|
$3.89 Million
3.58% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
106,724
shares
|
$3.83 Million
0.51% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
100,028
shares
|
$3.59 Million
0.69% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Upper Left Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
99,456
shares
|
$3.57 Million
3.33% of portfolio
|
Q3 2024
Added 22.56%
|