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 513 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 |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
198
shares
|
$8,917
0.0% of portfolio
|
Q1 2025
Added 127.59%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
193
shares
|
$8,692
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
176
shares
|
$7,927
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
165
shares
|
$7,431
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
164
shares
|
$7,386
0.0% of portfolio
|
Q2 2025
Added 156.25%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
150
shares
|
$6,756
0.0% of portfolio
|
Q2 2023
Reduced 17.13%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
137
shares
|
$6,170
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
134
shares
|
$6,035
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
131
shares
|
$5,900
0.0% of portfolio
|
Q1 2025
Reduced 48.02%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
128
shares
|
$5,765
0.0% of portfolio
|
Q1 2025
Reduced 41.55%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
122
shares
|
$5,494
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
120
shares
|
$5,404
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
116
shares
|
$5,224
0.0% of portfolio
|
Q3 2025
Added 176.19%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
103
shares
|
$4,639
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
81
shares
|
$3,648
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
80
shares
|
$3,603
0.0% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
77
shares
|
$3,468
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
75
shares
|
$3,378
0.0% of portfolio
|
Q3 2025
Added 20.97%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
71
shares
|
$3,197
0.0% of portfolio
|
Q3 2025
Reduced 22.83%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
68
shares
|
$3,062
0.0% of portfolio
|
Q2 2025
Reduced 41.88%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
61
shares
|
$2,747
0.0% of portfolio
|
Q3 2024
Reduced 86.04%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
50
shares
|
$2,252
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
43
shares
|
$1,936
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
40
shares
|
$1,801
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
38
shares
|
$1,711
0.0% of portfolio
|
Q3 2022
New holding
|
|