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 458 institutions that hold shares in the stock, with a total of 44.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
18,062
shares
|
$683,285
0.03% of portfolio
|
Q3 2023
Reduced 17.8%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
17,931
shares
|
$678,329
0.44% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
17,477
shares
|
$661,154
0.48% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
17,452
shares
|
$660,209
0.14% of portfolio
|
Q2 2023
Added 0.5%
|
|
|
25 LLC
St. Louis, MO |
Apr 14, 2025 Q1 2025 |
17,036
shares
|
$644,471
0.25% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
16,960
shares
|
$641,596
0.22% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
16,827
shares
|
$636,565
0.2% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
16,642
shares
|
$629,566
0.19% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
16,636
shares
|
$629,339
1.66% of portfolio
|
Q4 2024
New holding
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
16,566
shares
|
$626,691
0.09% of portfolio
|
Q1 2025
Added 27.76%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
16,311
shares
|
$617,045
0.08% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
15,940
shares
|
$603,010
0.06% of portfolio
|
Q1 2025
Reduced 42.31%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
15,831
shares
|
$598,886
0.02% of portfolio
|
Q3 2023
Reduced 0.81%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
15,816
shares
|
$598,319
0.03% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
15,798
shares
|
$597,638
0.01% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
15,783
shares
|
$597,070
0.17% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
15,430
shares
|
$583,716
0.01% of portfolio
|
Q4 2024
Reduced 7.2%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
15,300
shares
|
$578,799
0.11% of portfolio
|
Q1 2023
Reduced 3.16%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
15,075
shares
|
$570,287
0.02% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
14,876
shares
|
$562,759
0.05% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
14,834
shares
|
$561,170
0.2% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
13,949
shares
|
$527,690
0.01% of portfolio
|
Q3 2022
Reduced 38.59%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
13,838
shares
|
$523,491
0.04% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
13,814
shares
|
$522,583
0.0% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Wealth Architects, LLC
|
May 12, 2025 Q1 2025 |
13,483
shares
|
$510,061
0.0% of portfolio
|
Q1 2025
Reduced 55.85%
|