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 1,100 institutions that hold shares in the stock, with a total of 224 Million shares, which have been reported (via 13F filing form) to have a value of $10.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
May 08, 2024 Q1 2024 |
76,381,367
shares
|
$3.68 Billion
5.17% of portfolio
|
Q1 2024
Added 2.34%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
21,329,867
shares
|
$1.03 Billion
0.1% of portfolio
|
Q1 2024
Added 117.84%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 02, 2024 Q1 2024 |
11,786,207
shares
|
$567 Million
2.17% of portfolio
|
Q1 2024
Reduced 3.81%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
10,519,302
shares
|
$506 Million
2.07% of portfolio
|
Q4 2022
Added 5.05%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
8,609,629
shares
|
$414 Million
0.1% of portfolio
|
Q1 2024
Reduced 5.53%
|
|
|
Sei Investments CO
Oaks, PA |
May 07, 2024 Q1 2024 |
7,373,640
shares
|
$355 Million
0.54% of portfolio
|
Q1 2024
Reduced 6.56%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
3,512,301
shares
|
$169 Million
0.03% of portfolio
|
Q1 2024
Reduced 4.58%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 13, 2024 Q1 2024 |
2,610,072
shares
|
$126 Million
0.29% of portfolio
|
Q1 2024
Reduced 1.63%
|
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
2,419,539
shares
|
$116 Million
0.13% of portfolio
|
Q1 2024
Reduced 3.71%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
2,210,392
shares
|
$106 Million
0.04% of portfolio
|
Q1 2024
Reduced 2.8%
|
|
|
Advisory Alpha, LLC
|
May 06, 2024 Q1 2024 |
2,022,618
shares
|
$97.4 Million
4.11% of portfolio
|
Q1 2024
Reduced 3.64%
|
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
1,911,857
shares
|
$92 Million
0.25% of portfolio
|
Q1 2024
Reduced 88.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
1,776,047
shares
|
$85.5 Million
0.2% of portfolio
|
Q1 2024
Added 0.39%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,688,398
shares
|
$81.3 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.95%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
1,526,643
shares
|
$73.5 Million
0.2% of portfolio
|
Q1 2024
Added 3.08%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
1,456,041
shares
|
$70.1 Million
0.22% of portfolio
|
Q1 2024
Reduced 2.45%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
1,417,348
shares
|
$68.2 Million
0.15% of portfolio
|
Q1 2024
Reduced 4.82%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
1,394,441
shares
|
$67.1 Million
0.07% of portfolio
|
Q1 2024
Added 8.11%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
1,374,291
shares
|
$66.2 Million
0.11% of portfolio
|
Q1 2024
Added 3.88%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,313,951
shares
|
$63.3 Million
2.78% of portfolio
|
Q2 2023
Added 1.99%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,220,574
shares
|
$58.8 Million
0.03% of portfolio
|
Q1 2024
Added 5.66%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,193,150
shares
|
$57.4 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.85%
|
|
|
Marcum Wealth, LLC
|
Apr 10, 2024 Q1 2024 |
1,161,010
shares
|
$55.9 Million
5.85% of portfolio
|
Q1 2024
Reduced 2.21%
|
|
|
Savant Capital, LLC
|
May 03, 2024 Q1 2024 |
1,154,820
shares
|
$55.6 Million
0.66% of portfolio
|
Q1 2024
Reduced 2.12%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Apr 22, 2024 Q1 2024 |
845,371
shares
|
$40.7 Million
10.27% of portfolio
|
Q1 2024
Added 1.54%
|
|