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 |
|---|---|---|---|---|---|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
67,441
shares
|
$2.95 Million
0.49% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
65,680
shares
|
$2.87 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
62,426
shares
|
$2.73 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.89%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
61,125
shares
|
$2.67 Million
0.04% of portfolio
|
Q2 2025
Reduced 46.52%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
61,082
shares
|
$2.67 Million
0.0% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
59,605
shares
|
$2.61 Million
0.0% of portfolio
|
Q2 2025
Added 156.71%
|
|
|
Colony Family Offices, LLC
|
Jul 23, 2025 Q2 2025 |
58,300
shares
|
$2.55 Million
0.7% of portfolio
|
Q2 2025
Added 22.74%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
58,164
shares
|
$2.54 Million
0.52% of portfolio
|
Q1 2025
Added 7.94%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
56,824
shares
|
$2.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 38.95%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
56,017
shares
|
$2.45 Million
0.0% of portfolio
|
Q1 2025
Added 48.54%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
56,000
shares
|
$2.45 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
55,530
shares
|
$2.43 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
55,220
shares
|
$2.42 Million
0.57% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,202
shares
|
$2.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
55,119
shares
|
$2.41 Million
0.24% of portfolio
|
Q3 2022
Reduced 25.17%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
54,933
shares
|
$2.4 Million
0.25% of portfolio
|
Q3 2024
Added 11.36%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
53,776
shares
|
$2.35 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Aug 13, 2025 Q2 2025 |
51,580
shares
|
$2.26 Million
1.06% of portfolio
|
Q2 2025
Reduced 17.73%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 12, 2025 Q2 2025 |
50,557
shares
|
$2.21 Million
0.58% of portfolio
|
Q2 2025
Reduced 11.91%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
49,455
shares
|
$2.16 Million
0.0% of portfolio
|
Q2 2025
Added 10.92%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
49,256
shares
|
$2.15 Million
0.0% of portfolio
|
Q2 2025
Added 61.51%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
48,705
shares
|
$2.13 Million
0.31% of portfolio
|
Q2 2025
Reduced 15.76%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
47,445
shares
|
$2.08 Million
0.08% of portfolio
|
Q2 2025
Reduced 50.71%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
46,967
shares
|
$2.05 Million
1.45% of portfolio
|
Q2 2025
Added 13.13%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
44,333
shares
|
$1.94 Million
0.87% of portfolio
|
Q2 2025
Reduced 1.9%
|