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 1,149 institutions that hold shares in the stock, with a total of 157 Million shares, which have been reported (via 13F filing form) to have a value of $4.16 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
|
$588 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
|
$327 Million
2.15% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
10,519,302
shares
|
$279 Million
2.07% of portfolio
|
Q4 2022
Added 5.05%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
7,320,867
shares
|
$194 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
4,232,965
shares
|
$112 Million
3.94% of portfolio
|
Q4 2024
Added 96.02%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
2,992,324
shares
|
$79.4 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
|
$71.2 Million
0.02% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
2,626,011
shares
|
$69.7 Million
0.28% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
2,333,310
shares
|
$61.9 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 Million
0.26% of portfolio
|
Q3 2024
Added 16.56%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
2,092,926
shares
|
$55.6 Million
4.75% of portfolio
|
Q4 2024
Added 89.15%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,993,825
shares
|
$52.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 10.44%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,776,518
shares
|
$47.2 Million
0.02% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,578,689
shares
|
$41.9 Million
0.07% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
1,457,979
shares
|
$38.7 Million
0.08% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,454,287
shares
|
$38.6 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
|
$37.6 Million
0.79% of portfolio
|
Q3 2024
Added 105.23%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
1,341,613
shares
|
$35.6 Million
3.53% of portfolio
|
Q4 2024
Added 97.74%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,313,951
shares
|
$34.9 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
|
$33.5 Million
0.1% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,156,039
shares
|
$30.7 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
|
$29.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
1,024,416
shares
|
$27.2 Million
0.45% of portfolio
|
Q3 2024
Reduced 7.57%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
916,130
shares
|
$24.3 Million
3.71% of portfolio
|
Q4 2024
Added 106.5%
|
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
888,471
shares
|
$23.6 Million
7.53% of portfolio
|
Q4 2024
Added 107.24%
|