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 |
|---|---|---|---|---|---|
|
Oakwell Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
26,374
shares
|
$1.19 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Leisure Capital Management
|
Nov 06, 2025 Q3 2025 |
25,929
shares
|
$1.17 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
25,758
shares
|
$1.16 Million
0.04% of portfolio
|
Q3 2022
Added 43.24%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
25,654
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2025
Added 19.64%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
25,347
shares
|
$1.14 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
23,842
shares
|
$1.07 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
22,660
shares
|
$1.02 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
22,313
shares
|
$1 Million
0.54% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
22,298
shares
|
$1 Million
0.05% of portfolio
|
Q3 2025
Added 222880.0%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
22,119
shares
|
$996,239
0.63% of portfolio
|
Q3 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
22,098
shares
|
$995,293
0.53% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
21,988
shares
|
$990,339
0.44% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
21,467
shares
|
$966,873
0.47% of portfolio
|
Q2 2023
New holding
|
|
|
Envision Financial LLC
Brookfield, WI |
Oct 10, 2025 Q3 2025 |
20,929
shares
|
$942,642
0.55% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Future Fund LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
20,633
shares
|
$929,310
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
20,578
shares
|
$926,833
0.36% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
20,545
shares
|
$925,346
0.01% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Oct 08, 2025 Q3 2025 |
20,510
shares
|
$923,770
0.59% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
20,379
shares
|
$917,870
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2025 Q3 2025 |
20,339
shares
|
$916,068
0.25% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
19,995
shares
|
$900,574
0.11% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
19,894
shares
|
$896,025
0.03% of portfolio
|
Q3 2025
Added 10.14%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
19,691
shares
|
$886,882
0.02% of portfolio
|
Q3 2025
Added 13.62%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
19,547
shares
|
$880,396
0.15% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
19,537
shares
|
$879,946
0.04% of portfolio
|
Q3 2025
Reduced 0.47%
|
|