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 411 institutions that hold shares in the stock, with a total of 88 Million shares, which have been reported (via 13F filing form) to have a value of $3.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sequoia Financial Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
15,474
shares
|
$597,605
0.01% of portfolio
|
Q2 2024
Reduced 5.46%
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
15,300
shares
|
$590,886
0.11% of portfolio
|
Q1 2023
Reduced 3.16%
|
|
Motco
|
Aug 07, 2024 Q2 2024 |
15,114
shares
|
$583,702
0.05% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
14,643
shares
|
$565,512
0.01% of portfolio
|
Q2 2024
Reduced 59.24%
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
14,622
shares
|
$564,701
0.17% of portfolio
|
Q2 2024
New holding
|
|
Clearview Wealth Advisors LLC
|
Jul 31, 2024 Q2 2024 |
14,508
shares
|
$560,298
0.45% of portfolio
|
Q2 2024
New holding
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
14,266
shares
|
$550,952
0.0% of portfolio
|
Q2 2024
Added 62.8%
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 07, 2024 Q2 2024 |
14,255
shares
|
$550,528
0.04% of portfolio
|
Q2 2024
Added 27.28%
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
14,140
shares
|
$546,086
0.21% of portfolio
|
Q1 2024
Reduced 30.15%
|
|
Dynamic Advisor Solutions LLC
|
Jul 15, 2024 Q2 2024 |
14,092
shares
|
$544,233
0.02% of portfolio
|
Q2 2024
Added 12.16%
|
|
Jackson Creek Investment Advisors LLC
|
Aug 01, 2024 Q2 2024 |
13,972
shares
|
$539,598
0.18% of portfolio
|
Q2 2024
New holding
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
13,949
shares
|
$538,710
0.01% of portfolio
|
Q3 2022
Reduced 38.59%
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
13,864
shares
|
$535,427
0.08% of portfolio
|
Q1 2024
Reduced 18.05%
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Aug 13, 2024 Q2 2024 |
13,311
shares
|
$514,070
0.21% of portfolio
|
Q2 2024
Reduced 1.88%
|
|
Signal Point Asset Management, LLC
|
Jul 22, 2024 Q2 2024 |
13,108
shares
|
$506,230
0.14% of portfolio
|
Q2 2024
Added 0.11%
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Aug 08, 2024 Q2 2024 |
12,835
shares
|
$495,687
0.3% of portfolio
|
Q2 2024
New holding
|
|
Pinnacle Associates LTD
|
Jul 30, 2024 Q2 2024 |
12,779
shares
|
$493,524
0.01% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
Ifrah Financial Services, Inc.
|
Aug 05, 2024 Q2 2024 |
12,358
shares
|
$477,265
0.13% of portfolio
|
Q2 2024
Added 1.97%
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 31, 2024 Q2 2024 |
12,314
shares
|
$475,566
0.25% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
Essex Financial Services, Inc.
|
Aug 09, 2024 Q2 2024 |
12,158
shares
|
$469,541
0.02% of portfolio
|
Q4 2023
Added 0.15%
|
|
Vista Capital Partners, Inc.
|
Aug 08, 2024 Q2 2024 |
11,744
shares
|
$453,553
0.01% of portfolio
|
Q2 2024
Added 2.03%
|
|
Schoolcraft Capital LLC
Boulder, CO |
Jul 25, 2024 Q2 2024 |
11,679
shares
|
$451,042
0.09% of portfolio
|
Q2 2024
Added 45.28%
|
|
Simon Quick Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
11,642
shares
|
$449,614
0.03% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
Morris Financial Concepts, Inc.
|
Jul 29, 2024 Q2 2024 |
11,582
shares
|
$447,296
0.2% of portfolio
|
Q2 2024
Reduced 7.11%
|
|
Lantz Financial LLC
|
Aug 07, 2024 Q2 2024 |
11,498
shares
|
$444,052
0.13% of portfolio
|
Q2 2024
Reduced 1.04%
|