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 |
|---|---|---|---|---|---|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
30,858
shares
|
$1.15 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.34%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
30,800
shares
|
$1.15 Million
0.28% of portfolio
|
Q4 2024
Added 52.66%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
30,542
shares
|
$1.14 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
30,321
shares
|
$1.13 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Feb 12, 2025 Q4 2024 |
29,914
shares
|
$1.11 Million
0.97% of portfolio
|
Q4 2024
Reduced 35.38%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
28,251
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.59%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
27,884
shares
|
$1.04 Million
0.1% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
27,830
shares
|
$1.04 Million
0.53% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
27,771
shares
|
$1.03 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
27,733
shares
|
$1.03 Million
0.34% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
27,630
shares
|
$1.03 Million
0.11% of portfolio
|
Q4 2024
Reduced 11.79%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
27,625
shares
|
$1.03 Million
0.32% of portfolio
|
Q4 2024
Added 65.83%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
27,601
shares
|
$1.03 Million
0.7% of portfolio
|
Q4 2024
Added 20.67%
|
|
|
Oakwell Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
26,718
shares
|
$994,443
0.26% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Ltg Capital LLC
|
Jan 30, 2025 Q4 2024 |
26,704
shares
|
$993,922
0.83% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
26,382
shares
|
$981,938
0.0% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
25,930
shares
|
$965,114
0.11% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
25,921
shares
|
$964,779
0.11% of portfolio
|
Q4 2024
Reduced 57.08%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
25,895
shares
|
$963,811
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
25,777
shares
|
$959,419
0.0% of portfolio
|
Q4 2024
Added 6.96%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
25,758
shares
|
$958,712
0.04% of portfolio
|
Q3 2022
Added 43.24%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
25,607
shares
|
$953,092
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
25,535
shares
|
$950,412
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
24,883
shares
|
$926,145
0.15% of portfolio
|
Q4 2024
Added 25.96%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
24,466
shares
|
$910,624
0.33% of portfolio
|
Q4 2024
Reduced 0.37%
|