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 429 institutions that hold shares in the stock, with a total of 46 Million shares, which have been reported (via 13F filing form) to have a value of $1.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
12,020
shares
|
$424,426
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
12,003
shares
|
$423,825
0.06% of portfolio
|
Q3 2024
Reduced 29.7%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
11,939
shares
|
$421,566
0.03% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
11,679
shares
|
$412,385
0.09% of portfolio
|
Q2 2024
Added 45.28%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
11,642
shares
|
$411,079
0.02% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
11,528
shares
|
$407,053
0.11% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
11,344
shares
|
$400,556
0.19% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
11,300
shares
|
$399,003
0.09% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
11,237
shares
|
$396,778
0.13% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
11,229
shares
|
$396,495
0.0% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
11,193
shares
|
$395,224
0.13% of portfolio
|
Q1 2024
Reduced 5.94%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,093
shares
|
$391,693
0.1% of portfolio
|
Q4 2024
Reduced 12.59%
|
|
|
Life Planning Partners, Inc
|
Oct 29, 2024 Q3 2024 |
10,938
shares
|
$386,220
0.38% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
10,901
shares
|
$384,914
0.02% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
10,820
shares
|
$382,054
0.01% of portfolio
|
Q3 2024
Added 191.17%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
10,805
shares
|
$381,524
0.21% of portfolio
|
Q2 2022
Added 8.11%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
10,633
shares
|
$375,451
0.0% of portfolio
|
Q3 2024
Added 21.52%
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
10,440
shares
|
$368,636
0.01% of portfolio
|
Q3 2024
Reduced 11.1%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
10,276
shares
|
$362,845
0.04% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
10,215
shares
|
$360,691
0.01% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Oct 29, 2024 Q3 2024 |
9,701
shares
|
$342,542
0.17% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
9,616
shares
|
$339,540
0.0% of portfolio
|
Q3 2024
Added 1090.1%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
9,594
shares
|
$338,764
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
9,310
shares
|
$328,736
0.0% of portfolio
|
Q3 2024
Reduced 13.86%
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
9,202
shares
|
$324,922
0.07% of portfolio
|
Q3 2024
Added 0.07%
|