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 405 institutions that hold shares in the stock, with a total of 88.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.14 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
66,569
shares
|
$2.37 Million
0.0% of portfolio
|
Q1 2024
Reduced 18.71%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
64,810
shares
|
$2.31 Million
0.01% of portfolio
|
Q1 2024
Reduced 4.88%
|
|
Cabot Wealth Management Inc
|
May 02, 2024 Q1 2024 |
64,439
shares
|
$2.29 Million
0.3% of portfolio
|
Q1 2024
Added 3.95%
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 13, 2024 Q1 2024 |
64,400
shares
|
$2.29 Million
0.67% of portfolio
|
Q1 2024
Reduced 4.29%
|
|
Falcon Wealth Planning
|
Apr 15, 2024 Q1 2024 |
62,446
shares
|
$2.22 Million
0.35% of portfolio
|
Q1 2024
Reduced 9.08%
|
|
Elm Partners Management LLC
|
Apr 30, 2024 Q1 2024 |
60,668
shares
|
$2.16 Million
0.17% of portfolio
|
Q4 2023
Reduced 1.53%
|
|
Elmwood Wealth Management, Inc.
|
May 10, 2024 Q1 2024 |
58,977
shares
|
$2.1 Million
0.97% of portfolio
|
Q1 2024
Added 495.25%
|
|
Tap Consulting, LLC
|
Apr 22, 2024 Q1 2024 |
58,050
shares
|
$2.07 Million
0.47% of portfolio
|
Q1 2024
Reduced 6.16%
|
|
Northwest Capital Management Inc
|
Apr 09, 2024 Q1 2024 |
57,984
shares
|
$2.06 Million
0.68% of portfolio
|
Q1 2024
Reduced 0.54%
|
|
Choate Investment Advisors
Boston, MA |
May 07, 2024 Q1 2024 |
56,000
shares
|
$1.99 Million
0.05% of portfolio
|
Q3 2023
New holding
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
55,119
shares
|
$1.96 Million
0.24% of portfolio
|
Q3 2022
Reduced 25.17%
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2024 Q1 2024 |
55,071
shares
|
$1.96 Million
0.56% of portfolio
|
Q1 2024
Reduced 5.04%
|
|
Traveka Wealth, LLC
San Jose, CA |
Apr 16, 2024 Q1 2024 |
53,792
shares
|
$1.91 Million
0.89% of portfolio
|
Q1 2024
Added 7.42%
|
|
Abacus Planning Group, Inc.
|
Apr 11, 2024 Q1 2024 |
48,419
shares
|
$1.72 Million
0.35% of portfolio
|
Q1 2024
Reduced 0.78%
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 01, 2024 Q1 2024 |
46,037
shares
|
$1.64 Million
0.59% of portfolio
|
Q1 2024
Reduced 11.16%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
44,896
shares
|
$1.6 Million
0.0% of portfolio
|
Q1 2024
Reduced 6.41%
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
43,670
shares
|
$1.55 Million
0.46% of portfolio
|
Q2 2023
Added 22.4%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
May 09, 2024 Q1 2024 |
43,596
shares
|
$1.55 Million
0.02% of portfolio
|
Q1 2024
Added 1.85%
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
43,487
shares
|
$1.55 Million
0.78% of portfolio
|
Q2 2023
Reduced 2.95%
|
|
Integris Wealth Management, LLC
Monterey, CA |
May 03, 2024 Q1 2024 |
42,828
shares
|
$1.52 Million
0.42% of portfolio
|
Q1 2024
Reduced 1.66%
|
|
Modera Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
42,746
shares
|
$1.52 Million
0.02% of portfolio
|
Q1 2024
Reduced 2.03%
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
40,746
shares
|
$1.45 Million
0.56% of portfolio
|
Q1 2023
Reduced 0.16%
|
|
Natixis Advisors, L.P.
Boston, MA |
Apr 25, 2024 Q1 2024 |
39,789
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2024
Reduced 28.75%
|
|
Stone Point Wealth LLC
|
May 01, 2024 Q1 2024 |
39,426
shares
|
$1.4 Million
0.5% of portfolio
|
Q1 2024
Added 10.98%
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 19, 2024 Q1 2024 |
37,316
shares
|
$1.33 Million
0.67% of portfolio
|
Q1 2024
Added 85.91%
|