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 1,135 institutions that hold shares in the stock, with a total of 233 Million shares, which have been reported (via 13F filing form) to have a value of $6.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2024 Q2 2024 |
87,060,710
shares
|
$2.39 Billion
0.8% of portfolio
|
Q2 2024
Added 911.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
22,098,687
shares
|
$607 Million
0.09% of portfolio
|
Q2 2024
Added 3.6%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
12,298,227
shares
|
$338 Million
2.15% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
10,519,302
shares
|
$289 Million
2.07% of portfolio
|
Q4 2022
Added 5.05%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 13, 2024 Q2 2024 |
7,359,458
shares
|
$202 Million
0.51% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
2,661,109
shares
|
$73.2 Million
0.02% of portfolio
|
Q2 2024
Reduced 24.23%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
2,653,398
shares
|
$72.9 Million
0.12% of portfolio
|
Q3 2024
Added 489456.84%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 14, 2024 Q2 2024 |
2,587,713
shares
|
$71.1 Million
0.27% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
2,333,310
shares
|
$64.1 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
2,263,925
shares
|
$62.2 Million
0.58% of portfolio
|
Q2 2024
Added 3222.12%
|
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
2,091,432
shares
|
$57.5 Million
3.95% of portfolio
|
Q2 2024
Added 3.4%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,993,825
shares
|
$54.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 10.44%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
1,939,391
shares
|
$53.3 Million
0.24% of portfolio
|
Q2 2024
Added 1.44%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
1,776,517
shares
|
$48.8 Million
0.21% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1,732,321
shares
|
$47.6 Million
0.02% of portfolio
|
Q2 2024
Added 2.6%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
1,526,979
shares
|
$42 Million
0.07% of portfolio
|
Q2 2024
Added 9.5%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
1,458,686
shares
|
$40.1 Million
0.18% of portfolio
|
Q2 2024
Added 0.18%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
1,445,227
shares
|
$39.7 Million
0.13% of portfolio
|
Q2 2024
Added 1.97%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
1,406,613
shares
|
$38.7 Million
0.16% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
1,377,910
shares
|
$37.9 Million
0.1% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,313,951
shares
|
$36.1 Million
2.78% of portfolio
|
Q2 2023
Added 1.99%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,179,383
shares
|
$32.4 Million
0.03% of portfolio
|
Q2 2024
Reduced 3.37%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1,152,938
shares
|
$31.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.37%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
1,106,494
shares
|
$30.4 Million
5.36% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
1,024,416
shares
|
$28.2 Million
0.45% of portfolio
|
Q3 2024
Reduced 7.57%
|