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 $1.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
16,010
shares
|
$577,800
0.09% of portfolio
|
Q3 2024
Added 15.48%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
15,831
shares
|
$571,340
0.03% of portfolio
|
Q3 2023
Reduced 0.81%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
15,811
shares
|
$570,618
0.01% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
15,785
shares
|
$569,680
0.18% of portfolio
|
Q3 2024
Added 12.98%
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
15,557
shares
|
$561,452
0.23% of portfolio
|
Q3 2024
Reduced 12.67%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
15,526
shares
|
$560,333
0.23% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
15,333
shares
|
$553,367
0.05% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
15,300
shares
|
$552,177
0.11% of portfolio
|
Q1 2023
Reduced 3.16%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
14,290
shares
|
$515,726
0.0% of portfolio
|
Q3 2024
Added 50.26%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
14,255
shares
|
$514,462
0.03% of portfolio
|
Q2 2024
Added 27.28%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
14,196
shares
|
$512,333
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
14,196
shares
|
$512,333
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
14,140
shares
|
$510,312
0.21% of portfolio
|
Q1 2024
Reduced 30.15%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
13,949
shares
|
$503,419
0.01% of portfolio
|
Q3 2022
Reduced 38.59%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
13,613
shares
|
$491,293
0.11% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
12,929
shares
|
$466,607
0.01% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
12,793
shares
|
$461,699
0.19% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
12,691
shares
|
$458,018
0.12% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
12,641
shares
|
$456,213
0.0% of portfolio
|
Q3 2024
Added 100.81%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
12,637
shares
|
$456,069
0.27% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
12,453
shares
|
$449,428
0.13% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
12,355
shares
|
$445,891
0.01% of portfolio
|
Q3 2024
Reduced 12.33%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
12,158
shares
|
$438,782
0.02% of portfolio
|
Q4 2023
Added 0.15%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
12,145
shares
|
$438,313
0.03% of portfolio
|
Q3 2024
Reduced 25.17%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
12,020
shares
|
$433,801
0.05% of portfolio
|
Q3 2024
New holding
|