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 |
|---|---|---|---|---|---|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
23,063
shares
|
$1.01 Million
0.16% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
22,311
shares
|
$975,883
0.54% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
22,196
shares
|
$970,853
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
22,098
shares
|
$966,566
0.62% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
21,988
shares
|
$961,755
0.44% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
21,809
shares
|
$953,925
0.62% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
21,704
shares
|
$949,332
0.07% of portfolio
|
Q2 2025
Reduced 50.02%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
21,484
shares
|
$939,710
0.0% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
21,467
shares
|
$938,966
0.47% of portfolio
|
Q2 2023
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
21,387
shares
|
$935,467
0.0% of portfolio
|
Q1 2025
Added 10.57%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
21,246
shares
|
$929,300
0.01% of portfolio
|
Q2 2025
Reduced 11.42%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
20,989
shares
|
$918,058
0.16% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
E Cio, Inc.
Madison, WI |
Aug 07, 2025 Q2 2025 |
20,879
shares
|
$913,247
0.37% of portfolio
|
Q2 2025
Reduced 16.91%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
20,798
shares
|
$909,704
0.52% of portfolio
|
Q1 2025
Reduced 19.68%
|
|
|
Future Fund LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
20,633
shares
|
$902,487
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
20,546
shares
|
$898,682
0.12% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Aug 04, 2025 Q2 2025 |
20,339
shares
|
$889,627
0.26% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
20,278
shares
|
$886,959
0.36% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
20,247
shares
|
$885,603
0.01% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
19,694
shares
|
$861,415
0.58% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
19,629
shares
|
$858,572
0.05% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Jul 29, 2025 Q2 2025 |
19,337
shares
|
$845,800
1.13% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
19,303
shares
|
$844,313
0.06% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
19,230
shares
|
$841,120
0.07% of portfolio
|
Q2 2025
Added 125.1%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
19,093
shares
|
$835,127
0.06% of portfolio
|
Q1 2025
Reduced 25.44%
|