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 |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
9,374
shares
|
$422,204
0.01% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
9,340
shares
|
$420,673
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
9,286
shares
|
$418,241
0.0% of portfolio
|
Q3 2025
Added 26.75%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
9,208
shares
|
$414,728
0.01% of portfolio
|
Q3 2025
Reduced 24.92%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
9,169
shares
|
$412,971
0.02% of portfolio
|
Q2 2025
Added 59.32%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
9,151
shares
|
$412,161
0.01% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
9,026
shares
|
$406,531
0.01% of portfolio
|
Q3 2025
Reduced 16.94%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
8,921
shares
|
$401,801
0.07% of portfolio
|
Q3 2025
Reduced 9.31%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2025 Q3 2025 |
8,894
shares
|
$400,585
0.25% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
8,892
shares
|
$400,495
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
8,801
shares
|
$396,397
0.11% of portfolio
|
Q3 2025
Added 84.62%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
8,739
shares
|
$393,604
0.0% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
8,633
shares
|
$388,830
0.19% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
8,530
shares
|
$384,191
0.04% of portfolio
|
Q3 2025
Reduced 9.56%
|
|
|
Gilbert & Cook, Inc.
|
Nov 12, 2025 Q3 2025 |
8,326
shares
|
$375,003
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
8,293
shares
|
$373,516
0.01% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,100
shares
|
$364,824
0.0% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
8,097
shares
|
$364,688
0.03% of portfolio
|
Q3 2025
Added 52.72%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
8,068
shares
|
$363,382
0.03% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
7,790
shares
|
$350,861
0.11% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 09, 2025 Q3 2025 |
7,776
shares
|
$350,231
0.16% of portfolio
|
Q3 2025
Added 22.73%
|
|
|
Worth Asset Management, LLC
|
Oct 17, 2025 Q3 2025 |
7,760
shares
|
$349,510
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
7,713
shares
|
$347,393
0.01% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
7,681
shares
|
$345,952
0.0% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
7,393
shares
|
$332,980
0.05% of portfolio
|
Q3 2025
Added 1.16%
|
|