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 |
|---|---|---|---|---|---|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
178,087
shares
|
$6.54 Million
0.59% of portfolio
|
Q4 2024
Added 9.87%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
176,438
shares
|
$6.48 Million
0.01% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
174,878
shares
|
$6.42 Million
1.31% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
174,299
shares
|
$6.4 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
171,355
shares
|
$6.29 Million
1.72% of portfolio
|
Q4 2024
Added 28.99%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
168,157
shares
|
$6.18 Million
0.14% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Financial Consulate, Inc
|
Jan 31, 2025 Q4 2024 |
165,390
shares
|
$6.07 Million
1.58% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
164,597
shares
|
$6.05 Million
0.59% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
158,253
shares
|
$5.81 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
157,835
shares
|
$5.8 Million
0.97% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
155,735
shares
|
$5.72 Million
0.0% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
154,249
shares
|
$5.67 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
151,015
shares
|
$5.55 Million
0.13% of portfolio
|
Q4 2024
Added 18.36%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
144,383
shares
|
$5.3 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
142,261
shares
|
$5.23 Million
0.26% of portfolio
|
Q4 2024
Added 25.56%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
140,044
shares
|
$5.14 Million
0.15% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
134,875
shares
|
$4.95 Million
1.91% of portfolio
|
Q4 2024
Reduced 6.93%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
134,457
shares
|
$4.94 Million
0.1% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
133,933
shares
|
$4.92 Million
0.07% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
124,363
shares
|
$4.57 Million
0.69% of portfolio
|
Q4 2024
Added 2813.16%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Feb 27, 2025 Q4 2024 |
116,076
shares
|
$4.26 Million
3.52% of portfolio
|
Q4 2024
New holding
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Jan 16, 2025 Q4 2024 |
113,407
shares
|
$4.17 Million
3.26% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
112,215
shares
|
$4.12 Million
0.02% of portfolio
|
Q4 2024
Added 182.93%
|
|
|
Seven Springs Wealth Group, LLC
|
Feb 14, 2025 Q4 2024 |
111,628
shares
|
$4.1 Million
1.47% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Econ Financial Services Corp
|
Jan 27, 2025 Q4 2024 |
105,807
shares
|
$3.89 Million
2.23% of portfolio
|
Q4 2024
New holding
|