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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Upper Left Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
106,664
shares
|
$4.67 Million
3.2% of portfolio
|
Q2 2025
Added 8.99%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
102,535
shares
|
$4.48 Million
0.76% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
101,147
shares
|
$4.42 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
93,876
shares
|
$4.11 Million
0.01% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
91,887
shares
|
$4.02 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
91,275
shares
|
$3.99 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Seven Springs Wealth Group, LLC
|
May 15, 2025 Q1 2025 |
90,770
shares
|
$3.97 Million
1.19% of portfolio
|
Q1 2025
Reduced 18.69%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
89,810
shares
|
$3.93 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
87,332
shares
|
$3.82 Million
0.61% of portfolio
|
Q2 2025
Reduced 11.4%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
83,960
shares
|
$3.67 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
83,403
shares
|
$3.65 Million
0.47% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
80,954
shares
|
$3.54 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.74%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
80,545
shares
|
$3.52 Million
0.12% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
79,105
shares
|
$3.46 Million
1.48% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
78,822
shares
|
$3.45 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
78,810
shares
|
$3.45 Million
0.87% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Jul 15, 2025 Q2 2025 |
76,156
shares
|
$3.33 Million
2.79% of portfolio
|
Q1 2025
Added 10.54%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
75,592
shares
|
$3.31 Million
0.98% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
75,555
shares
|
$3.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
75,205
shares
|
$3.29 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
74,568
shares
|
$3.26 Million
0.0% of portfolio
|
Q1 2025
Added 14.33%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
73,658
shares
|
$3.22 Million
0.1% of portfolio
|
Q2 2025
Added 8.71%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
73,601
shares
|
$3.22 Million
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
70,092
shares
|
$3.07 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.03%
|