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 $1.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
11,247
shares
|
$418,613
0.17% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
11,193
shares
|
$416,603
0.13% of portfolio
|
Q1 2024
Reduced 5.94%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,093
shares
|
$412,881
0.1% of portfolio
|
Q4 2024
Reduced 12.59%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Feb 12, 2025 Q4 2024 |
11,076
shares
|
$412,248
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
11,026
shares
|
$410,387
0.01% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Life Planning Partners, Inc
|
Feb 12, 2025 Q4 2024 |
10,938
shares
|
$407,112
0.35% of portfolio
|
Q4 2024
Reduced 97.09%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
10,805
shares
|
$402,162
0.21% of portfolio
|
Q2 2022
Added 8.11%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
10,569
shares
|
$393,378
0.0% of portfolio
|
Q4 2024
Added 29.19%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
10,276
shares
|
$382,472
0.04% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
10,045
shares
|
$373,874
0.0% of portfolio
|
Q4 2024
Added 11.62%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
9,811
shares
|
$365,165
0.11% of portfolio
|
Q4 2024
Added 10.98%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Feb 10, 2025 Q4 2024 |
9,701
shares
|
$361,071
0.15% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Geometric Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
9,666
shares
|
$359,768
0.06% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
9,616
shares
|
$357,907
0.0% of portfolio
|
Q3 2024
Added 1090.1%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
9,594
shares
|
$357,088
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
9,568
shares
|
$356,120
0.0% of portfolio
|
Q4 2024
Added 7.61%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
9,205
shares
|
$342,610
0.01% of portfolio
|
Q4 2024
Reduced 11.83%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
9,203
shares
|
$342,535
0.0% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
8,808
shares
|
$327,833
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
8,748
shares
|
$325,600
0.17% of portfolio
|
Q4 2024
Added 30.84%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
8,657
shares
|
$322,213
0.0% of portfolio
|
Q4 2024
Reduced 7.01%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
8,527
shares
|
$317,374
0.11% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
8,359
shares
|
$311,121
0.01% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
8,311
shares
|
$309,335
0.0% of portfolio
|
Q4 2024
Added 11.26%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
8,301
shares
|
$308,963
0.05% of portfolio
|
Q4 2024
Added 17.11%
|