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 1,147 institutions that hold shares in the stock, with a total of 147 Million shares, which have been reported (via 13F filing form) to have a value of $4.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
78,464
shares
|
$2.19 Million
0.32% of portfolio
|
Q3 2024
Reduced 15.01%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
78,335
shares
|
$2.18 Million
0.57% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
78,308
shares
|
$2.18 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
77,990
shares
|
$2.17 Million
1.03% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 29, 2024 Q3 2024 |
76,607
shares
|
$2.13 Million
1.88% of portfolio
|
Q3 2024
Added 6.7%
|
|
|
Von Berge Wealth Management Group, LLC
|
Nov 12, 2024 Q3 2024 |
76,472
shares
|
$2.13 Million
2.05% of portfolio
|
Q3 2024
Added 57.8%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
75,245
shares
|
$2.1 Million
0.06% of portfolio
|
Q3 2024
Added 620.05%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
74,663
shares
|
$2.08 Million
0.46% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
74,637
shares
|
$2.08 Million
0.4% of portfolio
|
Q3 2024
Reduced 6.65%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
74,073
shares
|
$2.06 Million
0.31% of portfolio
|
Q3 2024
Reduced 16.56%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
73,736
shares
|
$2.05 Million
1.71% of portfolio
|
Q2 2024
Added 14.3%
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
73,645
shares
|
$2.05 Million
0.88% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
73,645
shares
|
$2.05 Million
0.81% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
73,629
shares
|
$2.05 Million
0.15% of portfolio
|
Q3 2024
Reduced 9.33%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
73,594
shares
|
$2.05 Million
1.47% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
72,180
shares
|
$2.01 Million
0.29% of portfolio
|
Q4 2022
Reduced 31.93%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
71,903
shares
|
$2 Million
0.13% of portfolio
|
Q1 2023
Reduced 1.85%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
71,807
shares
|
$2 Million
0.31% of portfolio
|
Q3 2024
Reduced 73.19%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
71,562
shares
|
$1.99 Million
0.81% of portfolio
|
Q4 2022
Added 212.05%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
71,096
shares
|
$1.98 Million
2.29% of portfolio
|
Q2 2022
Reduced 2.24%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
69,869
shares
|
$1.95 Million
0.47% of portfolio
|
Q3 2024
Reduced 47.1%
|
|
|
Campbell Wealth Management
|
Oct 28, 2024 Q3 2024 |
69,691
shares
|
$1.94 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
68,930
shares
|
$1.92 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
68,028
shares
|
$1.9 Million
1.55% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Leisure Capital Management
|
Oct 15, 2024 Q3 2024 |
68,002
shares
|
$1.89 Million
1.5% of portfolio
|
Q3 2024
Added 2.39%
|