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 |
|---|---|---|---|---|---|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
43,428
shares
|
$1.64 Million
0.1% of portfolio
|
Q1 2025
Added 83.74%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
43,300
shares
|
$1.64 Million
0.67% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
42,315
shares
|
$1.6 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Apr 22, 2025 Q1 2025 |
41,593
shares
|
$1.57 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Apr 15, 2025 Q1 2025 |
41,516
shares
|
$1.57 Million
1.17% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
41,512
shares
|
$1.57 Million
0.51% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
40,746
shares
|
$1.54 Million
0.56% of portfolio
|
Q1 2023
Reduced 0.16%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
39,654
shares
|
$1.5 Million
0.38% of portfolio
|
Q1 2025
Added 28.75%
|
|
|
Dopkins Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
38,711
shares
|
$1.46 Million
0.73% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
38,187
shares
|
$1.44 Million
0.75% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
37,758
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
37,711
shares
|
$1.43 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.17%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
37,549
shares
|
$1.42 Million
0.98% of portfolio
|
Q1 2025
Added 11.33%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
36,868
shares
|
$1.39 Million
0.41% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
34,986
shares
|
$1.32 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
34,471
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.36%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
34,115
shares
|
$1.29 Million
0.25% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
33,422
shares
|
$1.26 Million
0.15% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
33,052
shares
|
$1.25 Million
0.23% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
32,967
shares
|
$1.25 Million
0.11% of portfolio
|
Q4 2024
Reduced 39.99%
|
|
|
Act Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
32,412
shares
|
$1.23 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
32,080
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
31,435
shares
|
$1.19 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
30,861
shares
|
$1.17 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
30,858
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.34%
|