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 1,257 institutions that hold shares in the stock, with a total of 272 Million shares, which have been reported (via 13F filing form) to have a value of $6.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
152,989
shares
|
$3.59 Million
0.5% of portfolio
|
Q4 2024
Added 104.91%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
152,285
shares
|
$3.58 Million
0.55% of portfolio
|
Q4 2024
Added 94.4%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Feb 05, 2025 Q4 2024 |
150,749
shares
|
$3.54 Million
3.08% of portfolio
|
Q4 2024
Added 85.64%
|
|
|
Adams Wealth Management
|
Feb 13, 2025 Q4 2024 |
148,813
shares
|
$3.49 Million
0.8% of portfolio
|
Q4 2024
Added 102.07%
|
|
|
Cache Tech Inc.
Logan, UT |
Feb 13, 2025 Q4 2024 |
148,813
shares
|
$3.49 Million
0.72% of portfolio
|
Q4 2024
Added 102.07%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
145,976
shares
|
$3.43 Million
0.15% of portfolio
|
Q4 2024
Added 98.26%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
145,810
shares
|
$3.42 Million
0.02% of portfolio
|
Q4 2024
Added 131.9%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
144,688
shares
|
$3.4 Million
4.09% of portfolio
|
Q2 2023
New holding
|
|
|
Juncture Wealth Strategies, LLC
|
Apr 09, 2025 Q1 2025 |
143,647
shares
|
$3.37 Million
1.33% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
143,482
shares
|
$3.37 Million
0.05% of portfolio
|
Q4 2024
Added 3553.73%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
143,326
shares
|
$3.37 Million
0.8% of portfolio
|
Q4 2024
Added 100.28%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
141,092
shares
|
$3.31 Million
0.9% of portfolio
|
Q1 2025
Reduced 9.71%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
141,092
shares
|
$3.31 Million
0.18% of portfolio
|
Q4 2023
Added 8.14%
|
|
|
Wealthfront Advisers LLC
|
Apr 01, 2025 Q4 2024 |
140,935
shares
|
$3.31 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
140,546
shares
|
$3.3 Million
0.3% of portfolio
|
Q4 2024
Added 95.73%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
140,400
shares
|
$3.3 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
139,610
shares
|
$3.28 Million
0.09% of portfolio
|
Q4 2024
Added 68.61%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
138,846
shares
|
$3.26 Million
1.42% of portfolio
|
Q4 2024
Added 104.18%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
138,047
shares
|
$3.24 Million
0.04% of portfolio
|
Q4 2024
Added 100.27%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
136,740
shares
|
$3.21 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
135,410
shares
|
$3.18 Million
2.49% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
135,341
shares
|
$3.18 Million
0.31% of portfolio
|
Q4 2024
Added 82.71%
|
|
|
K2 Financial Inc.
Glendora, CA |
Feb 06, 2025 Q4 2024 |
135,253
shares
|
$3.18 Million
3.44% of portfolio
|
Q4 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
134,377
shares
|
$3.16 Million
0.36% of portfolio
|
Q4 2024
Added 80.04%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
134,086
shares
|
$3.15 Million
0.61% of portfolio
|
Q4 2024
Added 100.67%
|