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 |
|---|---|---|---|---|---|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
43,487
shares
|
$1.62 Million
0.78% of portfolio
|
Q2 2023
Reduced 2.95%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Feb 06, 2025 Q4 2024 |
43,002
shares
|
$1.6 Million
0.5% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
42,474
shares
|
$1.58 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
42,463
shares
|
$1.58 Million
0.62% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
42,449
shares
|
$1.58 Million
0.5% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
42,315
shares
|
$1.57 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
41,787
shares
|
$1.56 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
41,475
shares
|
$1.54 Million
0.0% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
40,746
shares
|
$1.52 Million
0.56% of portfolio
|
Q1 2023
Reduced 0.16%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
40,729
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
39,573
shares
|
$1.47 Million
0.0% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
39,411
shares
|
$1.47 Million
0.72% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
37,711
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.17%
|
|
|
Dopkins Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
36,875
shares
|
$1.37 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
36,826
shares
|
$1.37 Million
0.42% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
34,986
shares
|
$1.3 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
33,882
shares
|
$1.26 Million
0.24% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
33,728
shares
|
$1.26 Million
0.93% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
33,422
shares
|
$1.24 Million
0.14% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
33,020
shares
|
$1.23 Million
0.21% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
32,967
shares
|
$1.23 Million
0.11% of portfolio
|
Q4 2024
Reduced 39.99%
|
|
|
Act Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
32,804
shares
|
$1.22 Million
0.53% of portfolio
|
Q4 2024
Reduced 89.27%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
32,080
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
North Crest Asset Manangement, LLC
|
Mar 17, 2025 Q4 2024 |
31,971
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
31,435
shares
|
$1.17 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.03%
|