Institutional Ownership Schwab Strategic Tr Us Small C (SCHA)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Small C (SCHA). We have compiled data on the 1,144 institutions that hold shares in the stock, with a total of 146 Million shares, which have been reported (via 13F filing form) to have a value of $3.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
22,130,398
shares
|
$596 Million
0.1% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
12,298,227
shares
|
$331 Million
2.15% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
10,519,302
shares
|
$283 Million
2.07% of portfolio
|
Q4 2022
Added 5.05%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
7,320,867
shares
|
$197 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
2,992,324
shares
|
$80.6 Million
0.34% of portfolio
|
Q3 2024
Added 105.14%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
2,683,418
shares
|
$72.2 Million
0.02% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
2,653,398
shares
|
$71.4 Million
0.12% of portfolio
|
Q3 2024
Added 489456.84%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
2,626,011
shares
|
$70.7 Million
0.28% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
2,333,310
shares
|
$62.8 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,260,557
shares
|
$60.9 Million
0.26% of portfolio
|
Q3 2024
Added 16.56%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
2,159,419
shares
|
$58.1 Million
3.99% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,993,825
shares
|
$53.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 10.44%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,776,518
shares
|
$47.8 Million
0.02% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,578,689
shares
|
$42.5 Million
0.07% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,454,287
shares
|
$39.1 Million
0.13% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
1,417,477
shares
|
$38.2 Million
0.79% of portfolio
|
Q3 2024
Added 105.23%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
1,406,613
shares
|
$37.9 Million
0.16% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,313,951
shares
|
$35.4 Million
2.78% of portfolio
|
Q2 2023
Added 1.99%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,262,250
shares
|
$34 Million
0.1% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,156,039
shares
|
$31.1 Million
0.0% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,127,132
shares
|
$30.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
1,106,494
shares
|
$29.8 Million
5.36% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
1,024,416
shares
|
$27.6 Million
0.45% of portfolio
|
Q3 2024
Reduced 7.57%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Oct 22, 2024 Q3 2024 |
832,280
shares
|
$22.4 Million
9.69% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
800,413
shares
|
$21.5 Million
2.16% of portfolio
|
Q3 2024
Added 11.47%
|