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 |
|---|---|---|---|---|---|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
19,434
shares
|
$875,307
0.06% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Oct 24, 2025 Q3 2025 |
19,337
shares
|
$870,938
1.14% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 20, 2025 Q3 2025 |
19,334
shares
|
$870,803
0.58% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
19,244
shares
|
$866,749
0.23% of portfolio
|
Q3 2025
Added 8.75%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
19,189
shares
|
$864,272
0.07% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
19,172
shares
|
$863,506
0.02% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
19,094
shares
|
$859,993
0.18% of portfolio
|
Q3 2025
Reduced 27.93%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
18,956
shares
|
$853,778
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
E Cio, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
18,774
shares
|
$845,580
0.32% of portfolio
|
Q3 2025
Reduced 10.08%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
18,586
shares
|
$837,113
0.63% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
18,452
shares
|
$831,078
0.01% of portfolio
|
Q3 2025
Reduced 8.87%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
18,376
shares
|
$827,655
0.03% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
18,120
shares
|
$816,124
0.55% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
17,808
shares
|
$802,072
0.36% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
17,452
shares
|
$786,038
0.14% of portfolio
|
Q2 2023
Added 0.5%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
17,353
shares
|
$781,579
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
17,078
shares
|
$769,193
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
16,778
shares
|
$755,681
0.1% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
16,636
shares
|
$749,285
1.66% of portfolio
|
Q4 2024
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
16,588
shares
|
$747,123
0.19% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
16,355
shares
|
$736,629
0.0% of portfolio
|
Q3 2025
Added 68.24%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
16,352
shares
|
$736,494
0.18% of portfolio
|
Q3 2025
Added 11.4%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
16,301
shares
|
$734,197
0.08% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
16,223
shares
|
$730,683
0.0% of portfolio
|
Q3 2025
Reduced 44.71%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
16,082
shares
|
$724,333
0.0% of portfolio
|
Q3 2025
Reduced 25.14%
|
|