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 514 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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
16,037
shares
|
$722,306
0.02% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
16,009
shares
|
$721,045
0.0% of portfolio
|
Q3 2025
Reduced 10.39%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
15,831
shares
|
$713,028
0.03% of portfolio
|
Q3 2023
Reduced 0.81%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
15,815
shares
|
$712,307
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
15,689
shares
|
$706,632
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
K2 Financial Inc.
Glendora, CA |
Oct 16, 2025 Q3 2025 |
15,505
shares
|
$698,345
0.57% of portfolio
|
Q3 2025
Added 10.96%
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
15,455
shares
|
$696,093
0.2% of portfolio
|
Q3 2025
Reduced 11.17%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
15,408
shares
|
$693,976
0.03% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
15,301
shares
|
$689,157
0.01% of portfolio
|
Q3 2025
Added 14.05%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
15,300
shares
|
$689,112
0.11% of portfolio
|
Q1 2023
Reduced 3.16%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
14,956
shares
|
$673,618
0.22% of portfolio
|
Q3 2025
Reduced 45.92%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
14,790
shares
|
$666,141
0.06% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
14,586
shares
|
$656,953
0.01% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
14,364
shares
|
$646,954
0.01% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
13,949
shares
|
$628,262
0.01% of portfolio
|
Q3 2022
Reduced 38.59%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
13,926
shares
|
$627,227
0.21% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
13,707
shares
|
$617,363
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
13,557
shares
|
$610,607
0.03% of portfolio
|
Q3 2025
Reduced 9.96%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
13,551
shares
|
$610,337
0.01% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
13,097
shares
|
$589,888
0.02% of portfolio
|
Q3 2025
Added 8.14%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
12,886
shares
|
$580,385
0.09% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
12,886
shares
|
$580,385
0.03% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
12,770
shares
|
$575,160
0.0% of portfolio
|
Q3 2025
Added 18.76%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
12,506
shares
|
$563,270
0.01% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
12,318
shares
|
$554,802
0.04% of portfolio
|
Q3 2025
New holding
|
|