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 455 institutions that hold shares in the stock, with a total of 46.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
800
shares
|
$29,383
0.01% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
702
shares
|
$25,784
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
675
shares
|
$24,792
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
638
shares
|
$23,433
0.0% of portfolio
|
Q4 2024
Reduced 19.14%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
625
shares
|
$22,956
0.0% of portfolio
|
Q4 2024
Reduced 45.46%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
616
shares
|
$22,625
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
591
shares
|
$21,707
0.01% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
516
shares
|
$18,952
0.01% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
496
shares
|
$18,218
0.0% of portfolio
|
Q4 2024
Reduced 34.91%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
492
shares
|
$18,071
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
479
shares
|
$17,593
0.0% of portfolio
|
Q1 2022
Reduced 70.49%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
457
shares
|
$16,785
0.0% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
437
shares
|
$16,051
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
436
shares
|
$16,014
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
403
shares
|
$14,802
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
393
shares
|
$14,434
0.0% of portfolio
|
Q2 2020
Reduced 86.69%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
378
shares
|
$13,883
0.0% of portfolio
|
Q4 2024
Reduced 49.06%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
367
shares
|
$13,479
0.0% of portfolio
|
Q4 2024
Added 15.77%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
356
shares
|
$13,075
0.01% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
350
shares
|
$12,855
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
345
shares
|
$12,671
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
331
shares
|
$12,157
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
329
shares
|
$12,084
0.0% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
324
shares
|
$11,900
0.0% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
312
shares
|
$11,459
0.0% of portfolio
|
Q4 2024
Added 2.97%
|