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 429 institutions that hold shares in the stock, with a total of 46 Million shares, which have been reported (via 13F filing form) to have a value of $1.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Upper Left Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
99,449
shares
|
$3.51 Million
3.06% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
98,021
shares
|
$3.46 Million
0.7% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
97,451
shares
|
$3.44 Million
0.25% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
95,377
shares
|
$3.37 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
94,819
shares
|
$3.35 Million
0.01% of portfolio
|
Q3 2024
Added 564.65%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
94,432
shares
|
$3.33 Million
1.28% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
85,616
shares
|
$3.02 Million
2.85% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
83,199
shares
|
$2.94 Million
0.78% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
81,974
shares
|
$2.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
80,570
shares
|
$2.84 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
79,937
shares
|
$2.82 Million
0.43% of portfolio
|
Q2 2024
Added 1.65%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
78,197
shares
|
$2.76 Million
1.18% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
78,131
shares
|
$2.76 Million
0.46% of portfolio
|
Q4 2024
Reduced 21.89%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
77,045
shares
|
$2.72 Million
0.13% of portfolio
|
Q2 2024
Added 2.13%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
74,937
shares
|
$2.65 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
73,646
shares
|
$2.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
72,994
shares
|
$2.58 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
68,274
shares
|
$2.41 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
66,472
shares
|
$2.35 Million
0.03% of portfolio
|
Q3 2024
Added 89.43%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
64,926
shares
|
$2.29 Million
0.51% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
64,329
shares
|
$2.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 31.58%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
63,302
shares
|
$2.24 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
60,896
shares
|
$2.15 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.68%
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
60,668
shares
|
$2.14 Million
0.16% of portfolio
|
Q4 2023
Reduced 1.53%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
60,397
shares
|
$2.13 Million
0.29% of portfolio
|
Q3 2024
Added 0.14%
|