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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
20,734
shares
|
$732,117
0.0% of portfolio
|
Q3 2024
Reduced 45.23%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
20,342
shares
|
$718,276
0.03% of portfolio
|
Q4 2024
Reduced 14.9%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
20,176
shares
|
$712,414
0.21% of portfolio
|
Q3 2024
Reduced 95.76%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
19,754
shares
|
$697,513
0.14% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
19,737
shares
|
$696,913
0.01% of portfolio
|
Q3 2024
Added 12.81%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
19,578
shares
|
$691,299
0.35% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
19,218
shares
|
$678,587
0.2% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
19,000
shares
|
$670,890
0.0% of portfolio
|
Q3 2024
Added 15.85%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
18,915
shares
|
$667,888
0.01% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
18,147
shares
|
$640,770
0.69% of portfolio
|
Q3 2024
New holding
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
18,062
shares
|
$637,769
0.03% of portfolio
|
Q3 2023
Reduced 17.8%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
17,885
shares
|
$631,519
0.37% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
17,815
shares
|
$629,047
0.42% of portfolio
|
Q2 2024
Reduced 3.6%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
17,677
shares
|
$624,174
0.07% of portfolio
|
Q3 2024
Added 16.96%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
17,452
shares
|
$616,230
0.14% of portfolio
|
Q2 2023
Added 0.5%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
17,370
shares
|
$613,334
0.47% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
25 LLC
St. Louis, MO |
Jan 15, 2025 Q4 2024 |
17,124
shares
|
$604,648
0.25% of portfolio
|
Q4 2024
Reduced 7.57%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
17,072
shares
|
$602,812
0.54% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
17,069
shares
|
$602,706
0.05% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
16,954
shares
|
$598,645
0.24% of portfolio
|
Q3 2024
Reduced 12.25%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
16,787
shares
|
$592,748
0.44% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
16,695
shares
|
$589,500
0.02% of portfolio
|
Q4 2024
Reduced 12.03%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
16,659
shares
|
$588,229
0.23% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
16,628
shares
|
$587,134
0.01% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
16,320
shares
|
$576,259
0.01% of portfolio
|
Q4 2024
Reduced 23.04%
|