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 411 institutions that hold shares in the stock, with a total of 88 Million shares, which have been reported (via 13F filing form) to have a value of $3.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 19, 2024 Q2 2024 |
27,344
shares
|
$1.06 Million
0.11% of portfolio
|
Q2 2024
Reduced 4.34%
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Sep 25, 2024 Q2 2024 |
27,104
shares
|
$1.05 Million
0.36% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
26,465
shares
|
$1.02 Million
0.04% of portfolio
|
Q2 2024
Reduced 6.26%
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
25,758
shares
|
$994,773
0.04% of portfolio
|
Q3 2022
Added 43.24%
|
|
Ltg Capital LLC
|
Aug 12, 2024 Q2 2024 |
25,708
shares
|
$992,842
0.89% of portfolio
|
Q2 2024
Added 1.71%
|
|
Fortress Wealth Management, Inc.
|
Jul 16, 2024 Q2 2024 |
25,487
shares
|
$984,307
0.52% of portfolio
|
Q2 2024
Reduced 1.62%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
25,326
shares
|
$978,090
0.0% of portfolio
|
Q2 2024
Reduced 4.11%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
25,088
shares
|
$968,898
0.01% of portfolio
|
Q2 2024
Reduced 26.19%
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 13, 2024 Q2 2024 |
24,100
shares
|
$930,741
0.0% of portfolio
|
Q2 2024
New holding
|
|
Richard P Slaughter Associates Inc
|
Jul 10, 2024 Q2 2024 |
22,904
shares
|
$884,552
0.22% of portfolio
|
Q2 2024
Reduced 2.82%
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 31, 2024 Q2 2024 |
22,843
shares
|
$882,196
0.12% of portfolio
|
Q2 2024
Reduced 1.97%
|
|
Index Fund Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
22,676
shares
|
$875,747
0.05% of portfolio
|
Q2 2024
Added 0.52%
|
|
Mc Lean Asset Management Corp
|
Jul 11, 2024 Q2 2024 |
22,665
shares
|
$875,322
0.27% of portfolio
|
Q2 2024
Reduced 1.79%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
22,562
shares
|
$871,344
0.04% of portfolio
|
Q2 2024
Reduced 1.65%
|
|
Vista Private Wealth Partners. LLC
|
Aug 05, 2024 Q2 2024 |
22,262
shares
|
$859,758
0.32% of portfolio
|
Q2 2024
Added 5.37%
|
|
Creekside Partners
Petaluma, CA |
Aug 30, 2024 Q2 2024 |
21,862
shares
|
$844,310
0.43% of portfolio
|
Q2 2024
New holding
|
|
Miracle Mile Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
21,854
shares
|
$844,001
0.02% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
21,467
shares
|
$829,055
0.47% of portfolio
|
Q2 2023
New holding
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 17, 2024 Q2 2024 |
21,362
shares
|
$825,000
0.15% of portfolio
|
Q2 2024
Added 122.5%
|
|
Guardian Financial Partners, LLC
|
Jul 15, 2024 Q2 2024 |
20,820
shares
|
$804,068
0.61% of portfolio
|
Q2 2024
Added 7.9%
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 14, 2024 Q2 2024 |
20,761
shares
|
$801,789
0.02% of portfolio
|
Q4 2023
Added 35.25%
|
|
Peak Financial Management, Inc.
|
Jul 22, 2024 Q2 2024 |
20,047
shares
|
$774,215
0.23% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
25 LLC
St. Louis, MO |
Jul 05, 2024 Q2 2024 |
19,920
shares
|
$769,310
0.34% of portfolio
|
Q2 2024
Added 193.24%
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Jul 26, 2024 Q2 2024 |
19,623
shares
|
$757,840
0.35% of portfolio
|
Q2 2024
Added 0.23%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
19,565
shares
|
$755,600
0.0% of portfolio
|
Q2 2024
Reduced 4.06%
|