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 |
|---|---|---|---|---|---|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
391,600
shares
|
$17.6 Million
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 31, 2025 Q3 2025 |
378,624
shares
|
$17.1 Million
3.38% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
371,241
shares
|
$16.7 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
353,728
shares
|
$15.9 Million
3.64% of portfolio
|
Q3 2025
Added 734.8%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
345,311
shares
|
$15.6 Million
1.51% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
318,096
shares
|
$14.3 Million
1.43% of portfolio
|
Q3 2025
Reduced 5.76%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
292,662
shares
|
$13.2 Million
1.52% of portfolio
|
Q2 2025
Added 16.07%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
280,726
shares
|
$12.6 Million
0.31% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Oct 20, 2025 Q3 2025 |
266,930
shares
|
$12 Million
9.15% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
264,121
shares
|
$11.9 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
237,703
shares
|
$10.7 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
234,577
shares
|
$10.6 Million
0.01% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
233,507
shares
|
$10.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 23.98%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
232,433
shares
|
$10.5 Million
0.18% of portfolio
|
Q3 2025
Added 11.85%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
229,389
shares
|
$10.3 Million
0.01% of portfolio
|
Q3 2025
Added 7.59%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
228,911
shares
|
$10.3 Million
0.0% of portfolio
|
Q3 2025
Added 9.81%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
220,009
shares
|
$9.91 Million
0.19% of portfolio
|
Q3 2025
Added 35.15%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
208,421
shares
|
$9.39 Million
0.73% of portfolio
|
Q3 2022
Reduced 1.9%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
204,064
shares
|
$9.19 Million
0.84% of portfolio
|
Q2 2025
Added 13.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
203,922
shares
|
$9.18 Million
0.0% of portfolio
|
Q3 2025
Added 160.41%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
201,768
shares
|
$9.09 Million
0.59% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
200,732
shares
|
$9.04 Million
2.08% of portfolio
|
Q3 2025
Added 69.21%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
190,534
shares
|
$8.58 Million
0.88% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
187,171
shares
|
$8.43 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Nov 14, 2025 Q3 2025 |
187,153
shares
|
$8.43 Million
4.73% of portfolio
|
Q3 2025
Added 2.29%
|
|