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 $1.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
366,910
shares
|
$13.5 Million
0.0% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
366,588
shares
|
$13.5 Million
1.08% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
362,034
shares
|
$13.3 Million
2.85% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
345,765
shares
|
$12.7 Million
1.04% of portfolio
|
Q4 2024
Added 8.41%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
321,280
shares
|
$11.8 Million
1.23% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Jan 23, 2025 Q4 2024 |
281,911
shares
|
$10.4 Million
8.21% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
278,419
shares
|
$10.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.28%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
262,856
shares
|
$9.65 Million
0.36% of portfolio
|
Q4 2024
Added 9.68%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
244,009
shares
|
$8.96 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.19%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
227,833
shares
|
$8.37 Million
0.76% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
221,758
shares
|
$8.15 Million
0.97% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
215,984
shares
|
$7.93 Million
0.0% of portfolio
|
Q4 2024
Added 18.62%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
215,430
shares
|
$7.91 Million
1.29% of portfolio
|
Q4 2024
Reduced 12.45%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
214,294
shares
|
$7.87 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
208,421
shares
|
$7.66 Million
0.73% of portfolio
|
Q3 2022
Reduced 1.9%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
201,044
shares
|
$7.38 Million
1.68% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
198,912
shares
|
$7.31 Million
2.26% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
194,007
shares
|
$7.13 Million
0.01% of portfolio
|
Q4 2024
Added 14.68%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
189,249
shares
|
$6.95 Million
2.67% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Strategic Financial Planning, Inc.
|
Feb 13, 2025 Q4 2024 |
188,519
shares
|
$6.92 Million
4.41% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
187,775
shares
|
$6.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.26%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
185,036
shares
|
$6.8 Million
0.41% of portfolio
|
Q4 2024
Added 16.71%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
182,006
shares
|
$6.69 Million
0.22% of portfolio
|
Q4 2024
Reduced 11.58%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
180,992
shares
|
$6.65 Million
0.64% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
179,851
shares
|
$6.61 Million
2.12% of portfolio
|
Q4 2024
Added 0.73%
|