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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
43,670
shares
|
$1.91 Million
0.46% of portfolio
|
Q2 2023
Added 22.4%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
43,487
shares
|
$1.9 Million
0.78% of portfolio
|
Q2 2023
Reduced 2.95%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
43,405
shares
|
$1.9 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
43,355
shares
|
$1.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 13.48%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
43,282
shares
|
$1.89 Million
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
42,373
shares
|
$1.85 Million
0.46% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
42,315
shares
|
$1.85 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
41,755
shares
|
$1.83 Million
1.18% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
41,512
shares
|
$1.82 Million
0.51% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Aug 06, 2025 Q2 2025 |
41,409
shares
|
$1.81 Million
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jul 23, 2025 Q2 2025 |
40,909
shares
|
$1.79 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
40,746
shares
|
$1.78 Million
0.56% of portfolio
|
Q1 2023
Reduced 0.16%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
40,373
shares
|
$1.77 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.04%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
39,933
shares
|
$1.75 Million
0.67% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
38,711
shares
|
$1.69 Million
0.77% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
38,534
shares
|
$1.69 Million
0.31% of portfolio
|
Q2 2025
Added 12.95%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
37,946
shares
|
$1.66 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
37,758
shares
|
$1.65 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
36,962
shares
|
$1.62 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.76%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
36,249
shares
|
$1.59 Million
0.0% of portfolio
|
Q1 2025
Added 13.0%
|
|
|
Act Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
35,990
shares
|
$1.57 Million
0.65% of portfolio
|
Q2 2025
Added 11.04%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
35,660
shares
|
$1.56 Million
0.38% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
34,986
shares
|
$1.53 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
34,428
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.12%
|