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 455 institutions that hold shares in the stock, with a total of 46.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
70,818
shares
|
$2.64 Million
0.03% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
67,755
shares
|
$2.52 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.18%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
67,441
shares
|
$2.51 Million
0.49% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
66,561
shares
|
$2.48 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
65,223
shares
|
$2.43 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Feb 03, 2025 Q4 2024 |
64,155
shares
|
$2.39 Million
1.16% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
61,152
shares
|
$2.28 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Elm Partners Management LLC
|
Feb 13, 2025 Q4 2024 |
60,945
shares
|
$2.27 Million
0.14% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
60,470
shares
|
$2.25 Million
0.56% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
58,451
shares
|
$2.18 Million
0.02% of portfolio
|
Q4 2024
Added 24.27%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
56,238
shares
|
$2.09 Million
0.0% of portfolio
|
Q4 2024
Added 12.25%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Jan 22, 2025 Q4 2024 |
56,000
shares
|
$2.08 Million
1.18% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,202
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
55,119
shares
|
$2.05 Million
0.24% of portfolio
|
Q3 2022
Reduced 25.17%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
54,988
shares
|
$2.05 Million
0.34% of portfolio
|
Q4 2024
Added 11.01%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
54,933
shares
|
$2.04 Million
0.25% of portfolio
|
Q3 2024
Added 11.36%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
53,424
shares
|
$1.99 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
53,384
shares
|
$1.99 Million
0.05% of portfolio
|
Q4 2024
Reduced 11.92%
|
|
|
Colony Family Offices, LLC
|
Feb 11, 2025 Q4 2024 |
47,750
shares
|
$1.78 Million
0.56% of portfolio
|
Q4 2024
Added 10.99%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
47,470
shares
|
$1.77 Million
0.04% of portfolio
|
Q4 2024
Reduced 22.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
47,077
shares
|
$1.75 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
45,176
shares
|
$1.68 Million
0.69% of portfolio
|
Q4 2024
Reduced 6.18%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
44,291
shares
|
$1.65 Million
1.13% of portfolio
|
Q4 2024
Reduced 8.31%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
44,084
shares
|
$1.64 Million
0.71% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
43,670
shares
|
$1.63 Million
0.46% of portfolio
|
Q2 2023
Added 22.4%
|