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 456 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 $1.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
4,982,980
shares
|
$189 Million
0.12% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
2,851,550
shares
|
$108 Million
0.8% of portfolio
|
Q4 2024
Reduced 10.38%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,678,117
shares
|
$63.5 Million
0.21% of portfolio
|
Q2 2023
Reduced 11.87%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
1,664,404
shares
|
$63 Million
2.46% of portfolio
|
Q4 2024
Added 31.99%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,542,276
shares
|
$58.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,537,998
shares
|
$58.2 Million
0.0% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
1,409,450
shares
|
$53.3 Million
2.67% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,323,408
shares
|
$50.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,291,748
shares
|
$48.9 Million
0.0% of portfolio
|
Q2 2024
Added 17.45%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
1,281,974
shares
|
$48.5 Million
0.13% of portfolio
|
Q4 2024
Reduced 16.16%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
1,234,899
shares
|
$46.7 Million
0.06% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
1,157,170
shares
|
$43.8 Million
0.48% of portfolio
|
Q1 2025
Added 11.62%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
991,936
shares
|
$37.5 Million
9.68% of portfolio
|
Q3 2022
Added 4.04%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
919,897
shares
|
$34.8 Million
0.45% of portfolio
|
Q3 2023
Reduced 1.9%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
892,224
shares
|
$33.8 Million
3.59% of portfolio
|
Q4 2024
Reduced 19.56%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
796,529
shares
|
$30.1 Million
0.44% of portfolio
|
Q1 2025
Reduced 13.9%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
677,322
shares
|
$25.6 Million
8.87% of portfolio
|
Q1 2023
Added 0.32%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
614,140
shares
|
$23.2 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
589,540
shares
|
$22.3 Million
0.56% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
474,624
shares
|
$18 Million
0.83% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
418,055
shares
|
$15.8 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
413,650
shares
|
$15.6 Million
0.01% of portfolio
|
Q4 2024
Added 29.13%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
394,890
shares
|
$14.9 Million
0.0% of portfolio
|
Q4 2024
Added 20.96%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
392,994
shares
|
$14.9 Million
1.73% of portfolio
|
Q4 2024
Reduced 26.64%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
369,495
shares
|
$14 Million
1.14% of portfolio
|
Q1 2025
Added 6.86%
|