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 483 institutions that hold shares in the stock, with a total of 44.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.95 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 |
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
177,517
shares
|
$7.76 Million
1.61% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
177,408
shares
|
$7.76 Million
0.0% of portfolio
|
Q2 2025
Added 9.47%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
176,195
shares
|
$7.71 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
175,977
shares
|
$7.7 Million
2.88% of portfolio
|
Q2 2025
Reduced 7.85%
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
173,264
shares
|
$7.58 Million
1.37% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
169,321
shares
|
$7.41 Million
0.16% of portfolio
|
Q2 2025
Added 3.9%
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
162,784
shares
|
$7.12 Million
0.14% of portfolio
|
Q2 2025
Added 7.72%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
162,535
shares
|
$7.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 63.82%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
156,204
shares
|
$6.83 Million
0.16% of portfolio
|
Q2 2025
Added 0.98%
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
154,506
shares
|
$6.76 Million
1.77% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
153,314
shares
|
$6.71 Million
0.29% of portfolio
|
Q2 2025
Added 0.88%
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
150,367
shares
|
$6.58 Million
0.54% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
146,095
shares
|
$6.39 Million
2.79% of portfolio
|
Q2 2025
Added 4.57%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
144,189
shares
|
$6.31 Million
0.08% of portfolio
|
Q2 2025
Added 0.57%
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
143,811
shares
|
$6.29 Million
0.24% of portfolio
|
Q2 2025
Reduced 7.45%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
138,327
shares
|
$6.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.24%
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
136,723
shares
|
$5.98 Million
0.08% of portfolio
|
Q2 2025
Added 4.09%
|
|
Divergent Planning, LLC
|
Jul 30, 2025 Q2 2025 |
130,904
shares
|
$5.73 Million
1.69% of portfolio
|
Q2 2025
New holding
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
126,108
shares
|
$5.52 Million
2.2% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
124,197
shares
|
$5.43 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
122,492
shares
|
$5.36 Million
3.6% of portfolio
|
Q1 2025
Added 8.01%
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
118,631
shares
|
$5.19 Million
1.31% of portfolio
|
Q2 2025
Added 4.68%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
115,195
shares
|
$5.04 Million
0.0% of portfolio
|
Q2 2025
Added 3.45%
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
111,822
shares
|
$4.89 Million
2.52% of portfolio
|
Q2 2025
Added 2.37%
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jul 24, 2025 Q2 2025 |
108,578
shares
|
$4.75 Million
3.21% of portfolio
|
Q2 2025
Reduced 2.62%
|