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 517 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 |
|---|---|---|---|---|---|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
182,236
shares
|
$8.21 Million
2.41% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
178,710
shares
|
$8.05 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
177,566
shares
|
$8 Million
0.0% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
176,422
shares
|
$7.95 Million
0.01% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
174,090
shares
|
$7.84 Million
2.38% of portfolio
|
Q3 2025
Reduced 5.82%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
173,908
shares
|
$7.83 Million
1.58% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
173,264
shares
|
$7.8 Million
1.37% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Strategic Financial Planning, Inc.
|
Nov 13, 2025 Q3 2025 |
172,602
shares
|
$7.77 Million
4.73% of portfolio
|
Q3 2025
Reduced 5.47%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
170,330
shares
|
$7.67 Million
0.14% of portfolio
|
Q3 2025
Added 2767.51%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
169,478
shares
|
$7.63 Million
0.16% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
165,693
shares
|
$7.46 Million
0.16% of portfolio
|
Q3 2025
Added 6.07%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
164,820
shares
|
$7.42 Million
2.07% of portfolio
|
Q3 2025
Reduced 10.22%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
160,861
shares
|
$7.25 Million
0.1% of portfolio
|
Q3 2025
Added 17.65%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
153,109
shares
|
$6.9 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
151,641
shares
|
$6.83 Million
1.76% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
147,584
shares
|
$6.65 Million
0.52% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
144,436
shares
|
$6.51 Million
2.76% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
143,506
shares
|
$6.46 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
143,397
shares
|
$6.46 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Divergent Planning, LLC
|
Oct 27, 2025 Q3 2025 |
134,925
shares
|
$6.08 Million
1.69% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
127,093
shares
|
$5.72 Million
2.26% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
122,890
shares
|
$5.53 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.24%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
122,492
shares
|
$5.52 Million
3.6% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Nov 10, 2025 Q3 2025 |
113,969
shares
|
$5.13 Million
3.02% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Nov 06, 2025 Q3 2025 |
113,953
shares
|
$5.13 Million
3.41% of portfolio
|
Q3 2025
New holding
|
|