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 |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
101,407
shares
|
$3.84 Million
0.65% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
101,274
shares
|
$3.83 Million
0.51% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 27, 2025 Q4 2024 |
98,711
shares
|
$3.73 Million
1.15% of portfolio
|
Q4 2024
Reduced 98.37%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
98,566
shares
|
$3.73 Million
0.64% of portfolio
|
Q1 2025
Reduced 37.55%
|
|
|
Upper Left Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
97,862
shares
|
$3.7 Million
2.65% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
93,073
shares
|
$3.52 Million
0.0% of portfolio
|
Q4 2024
Added 44.68%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
92,949
shares
|
$3.52 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
92,304
shares
|
$3.49 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
91,910
shares
|
$3.48 Million
0.01% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
87,382
shares
|
$3.31 Million
0.0% of portfolio
|
Q1 2025
Added 1721.22%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
82,012
shares
|
$3.1 Million
0.82% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
80,954
shares
|
$3.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.74%
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
79,937
shares
|
$3.02 Million
0.42% of portfolio
|
Q2 2024
Added 1.65%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
79,052
shares
|
$2.99 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
78,877
shares
|
$2.98 Million
0.34% of portfolio
|
Q1 2025
Reduced 16.44%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
78,344
shares
|
$2.96 Million
1.27% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
75,751
shares
|
$2.87 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
73,965
shares
|
$2.8 Million
0.09% of portfolio
|
Q4 2024
Reduced 22.45%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
73,757
shares
|
$2.79 Million
0.18% of portfolio
|
Q4 2024
Reduced 8.46%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
73,596
shares
|
$2.78 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
73,529
shares
|
$2.78 Million
0.9% of portfolio
|
Q1 2025
Reduced 8.64%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
72,515
shares
|
$2.74 Million
0.0% of portfolio
|
Q4 2024
Reduced 73.24%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
70,818
shares
|
$2.68 Million
0.03% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
67,758
shares
|
$2.56 Million
0.1% of portfolio
|
Q1 2025
Reduced 11.94%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
67,755
shares
|
$2.56 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.18%
|