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 |
|---|---|---|---|---|---|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
78,112
shares
|
$3.52 Million
0.55% of portfolio
|
Q3 2025
Reduced 10.56%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
76,263
shares
|
$3.43 Million
0.84% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
74,816
shares
|
$3.37 Million
0.98% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
74,707
shares
|
$3.36 Million
0.11% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
73,654
shares
|
$3.32 Million
0.0% of portfolio
|
Q3 2025
Added 23.57%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
73,596
shares
|
$3.31 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
73,537
shares
|
$3.31 Million
0.03% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Nov 14, 2025 Q3 2025 |
69,045
shares
|
$3.11 Million
2.5% of portfolio
|
Q3 2025
Reduced 9.34%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
68,301
shares
|
$3.08 Million
0.76% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
68,261
shares
|
$3.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
67,441
shares
|
$3.04 Million
0.49% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
64,989
shares
|
$2.93 Million
0.58% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
62,161
shares
|
$2.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
61,851
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2025
Added 25.57%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
61,318
shares
|
$2.76 Million
0.0% of portfolio
|
Q3 2025
Added 23.99%
|
|
|
Manske Wealth Management
Houston, TX |
Nov 12, 2025 Q3 2025 |
60,398
shares
|
$2.72 Million
0.84% of portfolio
|
Q3 2025
Reduced 6.03%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
59,583
shares
|
$2.68 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
56,123
shares
|
$2.53 Million
1.39% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
55,810
shares
|
$2.51 Million
0.56% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
55,290
shares
|
$2.49 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,202
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
55,119
shares
|
$2.48 Million
0.24% of portfolio
|
Q3 2022
Reduced 25.17%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
54,933
shares
|
$2.47 Million
0.25% of portfolio
|
Q3 2024
Added 11.36%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
53,416
shares
|
$2.41 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Nov 14, 2025 Q3 2025 |
51,145
shares
|
$2.3 Million
1.41% of portfolio
|
Q3 2025
Added 2.44%
|
|