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 1,144 institutions that hold shares in the stock, with a total of 146 Million shares, which have been reported (via 13F filing form) to have a value of $4.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
67,771
shares
|
$1.89 Million
0.44% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
67,247
shares
|
$1.87 Million
0.24% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
67,140
shares
|
$1.87 Million
0.02% of portfolio
|
Q3 2024
Added 36.09%
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
66,818
shares
|
$1.86 Million
0.61% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
66,670
shares
|
$1.86 Million
0.4% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Outfitter Financial LLC
|
Oct 29, 2024 Q3 2024 |
66,633
shares
|
$1.86 Million
2.85% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2024 Q3 2024 |
66,487
shares
|
$1.85 Million
2.16% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
65,666
shares
|
$1.83 Million
1.21% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
65,459
shares
|
$1.82 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
65,058
shares
|
$1.81 Million
0.9% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
64,544
shares
|
$1.8 Million
2.19% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 17, 2024 Q3 2024 |
63,871
shares
|
$1.78 Million
4.77% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
63,810
shares
|
$1.78 Million
1.04% of portfolio
|
Q1 2023
Added 0.11%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
63,601
shares
|
$1.77 Million
1.91% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
63,298
shares
|
$1.76 Million
0.01% of portfolio
|
Q3 2024
Added 21.23%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
62,961
shares
|
$1.75 Million
0.01% of portfolio
|
Q3 2024
Added 23.59%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
62,875
shares
|
$1.75 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.6%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
62,296
shares
|
$1.74 Million
2.02% of portfolio
|
Q3 2024
Added 43.39%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
61,998
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
61,786
shares
|
$1.72 Million
0.07% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
61,443
shares
|
$1.71 Million
0.05% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
61,426
shares
|
$1.71 Million
1.31% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
60,917
shares
|
$1.7 Million
0.9% of portfolio
|
Q2 2022
Reduced 0.95%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
60,667
shares
|
$1.69 Million
1.8% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 12, 2024 Q3 2024 |
60,036
shares
|
$1.67 Million
0.75% of portfolio
|
Q3 2024
Added 0.13%
|