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 |
|---|---|---|---|---|---|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
50,413
shares
|
$2.27 Million
0.25% of portfolio
|
Q3 2025
Reduced 36.04%
|
|
|
Colony Family Offices, LLC
|
Oct 24, 2025 Q3 2025 |
50,105
shares
|
$2.26 Million
0.64% of portfolio
|
Q3 2025
Reduced 14.06%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
48,957
shares
|
$2.21 Million
0.51% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
46,736
shares
|
$2.1 Million
1.35% of portfolio
|
Q3 2025
Added 11.93%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Oct 31, 2025 Q3 2025 |
46,362
shares
|
$2.09 Million
1.0% of portfolio
|
Q3 2025
Reduced 10.12%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Nov 03, 2025 Q3 2025 |
45,465
shares
|
$2.05 Million
1.42% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
44,004
shares
|
$1.98 Million
0.58% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
43,670
shares
|
$1.97 Million
0.46% of portfolio
|
Q2 2023
Added 22.4%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
43,669
shares
|
$1.97 Million
0.85% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
43,487
shares
|
$1.96 Million
0.78% of portfolio
|
Q2 2023
Reduced 2.95%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
42,548
shares
|
$1.92 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
42,315
shares
|
$1.91 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
41,512
shares
|
$1.87 Million
0.51% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
41,125
shares
|
$1.85 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
40,746
shares
|
$1.84 Million
0.56% of portfolio
|
Q1 2023
Reduced 0.16%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
40,579
shares
|
$1.83 Million
0.25% of portfolio
|
Q3 2025
Reduced 16.68%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
39,674
shares
|
$1.79 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
39,610
shares
|
$1.78 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
39,250
shares
|
$1.77 Million
0.64% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
39,164
shares
|
$1.76 Million
0.2% of portfolio
|
Q3 2025
Added 32.59%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
38,650
shares
|
$1.74 Million
0.29% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
38,475
shares
|
$1.73 Million
0.06% of portfolio
|
Q3 2025
Reduced 18.91%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
38,056
shares
|
$1.71 Million
0.01% of portfolio
|
Q3 2025
Added 56.24%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
37,314
shares
|
$1.68 Million
0.87% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
36,721
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.66%
|
|