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 |
|---|---|---|---|---|---|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
113,102
shares
|
$5.09 Million
0.72% of portfolio
|
Q3 2025
Added 161.31%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
111,182
shares
|
$5.01 Million
3.11% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
110,618
shares
|
$4.98 Million
1.0% of portfolio
|
Q3 2025
Added 24.34%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
108,379
shares
|
$4.88 Million
0.16% of portfolio
|
Q3 2025
Reduced 12.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
105,460
shares
|
$4.75 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.73%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 17, 2025 Q3 2025 |
104,827
shares
|
$4.72 Million
2.13% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
104,534
shares
|
$4.71 Million
0.79% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
102,026
shares
|
$4.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.43%
|
|
|
Upper Left Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
100,211
shares
|
$4.51 Million
3.02% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
99,929
shares
|
$4.5 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
91,643
shares
|
$4.13 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
91,110
shares
|
$4.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
90,185
shares
|
$4.06 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 12, 2025 Q3 2025 |
90,005
shares
|
$4.05 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
87,823
shares
|
$3.96 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
87,358
shares
|
$3.93 Million
0.05% of portfolio
|
Q3 2025
Added 16.16%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
87,054
shares
|
$3.92 Million
0.26% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
86,541
shares
|
$3.9 Million
0.49% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
85,888
shares
|
$3.87 Million
0.01% of portfolio
|
Q3 2025
Added 19.92%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
85,566
shares
|
$3.85 Million
0.1% of portfolio
|
Q3 2025
Reduced 14.58%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
83,960
shares
|
$3.78 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Elmwood Wealth Management, Inc.
|
Nov 06, 2025 Q3 2025 |
81,943
shares
|
$3.69 Million
1.47% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
81,396
shares
|
$3.67 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
80,897
shares
|
$3.64 Million
0.0% of portfolio
|
Q3 2025
Added 511.93%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
80,149
shares
|
$3.61 Million
0.0% of portfolio
|
Q3 2025
Added 46.64%
|
|