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 |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
12,158
shares
|
$547,596
0.04% of portfolio
|
Q4 2023
Added 0.15%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
11,970
shares
|
$539,128
0.0% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
11,741
shares
|
$528,814
0.03% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
11,704
shares
|
$527,148
0.15% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
11,597
shares
|
$522,328
0.08% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
11,533
shares
|
$519,446
0.02% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
11,408
shares
|
$513,816
0.12% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
11,373
shares
|
$512,239
0.04% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
11,193
shares
|
$504,132
0.13% of portfolio
|
Q1 2024
Reduced 5.94%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,093
shares
|
$499,628
0.1% of portfolio
|
Q4 2024
Reduced 12.59%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
10,920
shares
|
$491,836
0.55% of portfolio
|
Q3 2025
Reduced 16.58%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
10,907
shares
|
$491,251
0.01% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
10,882
shares
|
$490,125
0.01% of portfolio
|
Q3 2025
Reduced 7.54%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
10,831
shares
|
$487,828
0.13% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
10,821
shares
|
$487,377
0.03% of portfolio
|
Q3 2025
Reduced 20.67%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
10,805
shares
|
$486,657
0.21% of portfolio
|
Q2 2022
Added 8.11%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
10,749
shares
|
$484,134
0.0% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 06, 2025 Q3 2025 |
10,558
shares
|
$475,532
0.26% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
10,461
shares
|
$471,163
0.18% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Life Planning Partners, Inc
|
Oct 23, 2025 Q3 2025 |
10,338
shares
|
$465,623
0.36% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
10,296
shares
|
$463,731
0.02% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
10,209
shares
|
$459,813
0.14% of portfolio
|
Q3 2025
Reduced 7.89%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
10,014
shares
|
$451,030
0.01% of portfolio
|
Q1 2025
Reduced 51.82%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 29, 2025 Q3 2025 |
9,596
shares
|
$432,203
0.09% of portfolio
|
Q3 2025
Reduced 9.22%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
9,587
shares
|
$431,798
0.02% of portfolio
|
Q3 2025
New holding
|
|