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 423 institutions that hold shares in the stock, with a total of 45.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
19,754
shares
|
$708,575
0.14% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
19,737
shares
|
$707,966
0.01% of portfolio
|
Q3 2024
Added 12.81%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
19,578
shares
|
$702,262
0.35% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
19,233
shares
|
$689,887
0.22% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
19,000
shares
|
$681,530
0.0% of portfolio
|
Q3 2024
Added 15.85%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
18,978
shares
|
$680,740
0.03% of portfolio
|
Q3 2024
Reduced 85.13%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
18,915
shares
|
$678,481
0.01% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
25 LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
18,526
shares
|
$664,527
0.31% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
18,147
shares
|
$650,932
0.69% of portfolio
|
Q3 2024
New holding
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
18,062
shares
|
$647,883
0.03% of portfolio
|
Q3 2023
Reduced 17.8%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
17,885
shares
|
$641,534
0.37% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
17,815
shares
|
$639,024
0.42% of portfolio
|
Q2 2024
Reduced 3.6%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
17,677
shares
|
$634,073
0.07% of portfolio
|
Q3 2024
Added 16.96%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
17,452
shares
|
$626,003
0.14% of portfolio
|
Q2 2023
Added 0.5%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
17,370
shares
|
$623,061
0.47% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
17,072
shares
|
$612,372
0.54% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
16,955
shares
|
$608,175
0.18% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
16,954
shares
|
$608,139
0.24% of portfolio
|
Q3 2024
Reduced 12.25%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
16,659
shares
|
$597,558
0.23% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
16,648
shares
|
$597,163
0.19% of portfolio
|
Q3 2024
Reduced 27.31%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
16,628
shares
|
$596,446
0.01% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
16,497
shares
|
$591,747
0.06% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
16,179
shares
|
$580,340
0.03% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
16,075
shares
|
$576,610
0.48% of portfolio
|
Q3 2024
Added 10.8%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
16,068
shares
|
$576,359
0.01% of portfolio
|
Q3 2024
Added 3.84%
|