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 517 institutions that hold shares in the stock, with a total of 45.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
3,626,527
shares
|
$163 Million
0.41% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
2,400,384
shares
|
$108 Million
0.61% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
1,915,256
shares
|
$86.3 Million
3.01% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,678,117
shares
|
$75.6 Million
0.21% of portfolio
|
Q2 2023
Reduced 11.87%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
1,447,942
shares
|
$65.2 Million
3.31% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,430,299
shares
|
$64.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,291,748
shares
|
$58.2 Million
0.0% of portfolio
|
Q2 2024
Added 17.45%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,232,922
shares
|
$55.5 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,187,048
shares
|
$53.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.5%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
1,099,304
shares
|
$49.5 Million
0.51% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
991,936
shares
|
$44.7 Million
9.68% of portfolio
|
Q3 2022
Added 4.04%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
919,897
shares
|
$41.4 Million
0.45% of portfolio
|
Q3 2023
Reduced 1.9%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
791,102
shares
|
$35.6 Million
3.29% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
765,031
shares
|
$34.5 Million
0.45% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
728,102
shares
|
$32.8 Million
0.67% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
715,828
shares
|
$32.2 Million
0.01% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
686,116
shares
|
$30.9 Million
0.02% of portfolio
|
Q3 2025
Added 11.8%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
677,322
shares
|
$30.5 Million
8.87% of portfolio
|
Q1 2023
Added 0.32%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
613,387
shares
|
$27.6 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
613,026
shares
|
$27.6 Million
0.04% of portfolio
|
Q3 2025
Reduced 98.13%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
468,694
shares
|
$21.1 Million
0.91% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
404,711
shares
|
$18.2 Million
1.28% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
403,635
shares
|
$18.2 Million
1.99% of portfolio
|
Q3 2025
Reduced 22.74%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
395,862
shares
|
$17.8 Million
0.0% of portfolio
|
Q3 2025
Added 19.18%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
395,430
shares
|
$17.8 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.01%
|
|