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 |
|---|---|---|---|---|---|
|
Guardian Financial Partners, LLC
|
Jul 31, 2025 Q2 2025 |
33,857
shares
|
$1.48 Million
0.85% of portfolio
|
Q2 2025
Added 10.43%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
32,940
shares
|
$1.44 Million
0.06% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
30,907
shares
|
$1.35 Million
0.01% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
30,800
shares
|
$1.35 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
30,404
shares
|
$1.33 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Hexagon Capital Partners LLC
|
Aug 11, 2025 Q2 2025 |
30,385
shares
|
$1.33 Million
0.29% of portfolio
|
Q2 2025
Reduced 8.07%
|
|
|
25 LLC
St. Louis, MO |
Jul 21, 2025 Q2 2025 |
30,298
shares
|
$1.33 Million
0.47% of portfolio
|
Q2 2025
Added 77.85%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
29,699
shares
|
$1.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
29,538
shares
|
$1.29 Million
0.15% of portfolio
|
Q2 2025
Added 16.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
29,343
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
Added 112.41%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
29,170
shares
|
$1.28 Million
0.2% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
29,057
shares
|
$1.27 Million
0.36% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
28,871
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
28,593
shares
|
$1.25 Million
0.14% of portfolio
|
Q2 2025
Reduced 14.45%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
27,771
shares
|
$1.21 Million
0.6% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
27,653
shares
|
$1.21 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
27,132
shares
|
$1.19 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Ltg Capital LLC
|
Aug 05, 2025 Q2 2025 |
26,878
shares
|
$1.18 Million
1.05% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
26,573
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
26,492
shares
|
$1.16 Million
0.3% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Oakwell Private Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
26,422
shares
|
$1.16 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Leisure Capital Management
|
May 09, 2025 Q1 2025 |
25,883
shares
|
$1.13 Million
0.39% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
25,774
shares
|
$1.13 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
25,758
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2022
Added 43.24%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
24,357
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.36%
|