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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,854
shares
|
$136,084
0.0% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
3,790
shares
|
$133,824
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
3,265
shares
|
$115,287
0.0% of portfolio
|
Q3 2024
Reduced 32.6%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
3,228
shares
|
$113,980
0.04% of portfolio
|
Q4 2024
Added 23.16%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
3,100
shares
|
$109,461
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
3,011
shares
|
$106,318
0.0% of portfolio
|
Q3 2024
Added 3103.19%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
2,655
shares
|
$93,748
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,650
shares
|
$93,571
0.0% of portfolio
|
Q4 2023
Reduced 11.78%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
2,590
shares
|
$91,452
0.0% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
2,549
shares
|
$90,005
0.02% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
2,496
shares
|
$88,133
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
2,399
shares
|
$84,708
0.02% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
2,264
shares
|
$79,941
0.05% of portfolio
|
Q3 2024
Added 683.39%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
2,198
shares
|
$77,611
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,102
shares
|
$74,221
0.01% of portfolio
|
Q3 2024
Reduced 8.49%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
2,032
shares
|
$71,749
0.01% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,028
shares
|
$71,608
0.0% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
2,010
shares
|
$70,973
0.02% of portfolio
|
Q3 2022
Added 336.96%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2024 Q3 2024 |
2,000
shares
|
$70,620
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
1,974
shares
|
$69,701
0.03% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
1,815
shares
|
$64,087
0.04% of portfolio
|
Q4 2019
Added 2.83%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,684
shares
|
$59,462
0.0% of portfolio
|
Q3 2024
Added 8.23%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,525
shares
|
$53,847
0.0% of portfolio
|
Q4 2022
Added 11.48%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
1,465
shares
|
$51,729
0.01% of portfolio
|
Q2 2024
Added 1.74%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
1,348
shares
|
$47,597
0.07% of portfolio
|
Q4 2023
Reduced 24.73%
|