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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
40,662
shares
|
$1.13 Million
0.14% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
40,598
shares
|
$1.13 Million
2.04% of portfolio
|
Q3 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
40,039
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
39,967
shares
|
$1.11 Million
0.53% of portfolio
|
Q3 2024
Added 17.51%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
39,839
shares
|
$1.11 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
39,754
shares
|
$1.11 Million
0.29% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
39,620
shares
|
$1.1 Million
1.03% of portfolio
|
Q4 2023
Reduced 6.36%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
39,536
shares
|
$1.1 Million
1.11% of portfolio
|
Q4 2023
Added 1.59%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
39,338
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
39,212
shares
|
$1.09 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
38,628
shares
|
$1.08 Million
1.63% of portfolio
|
Q4 2023
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
38,459
shares
|
$1.07 Million
0.38% of portfolio
|
Q2 2024
Reduced 89.5%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
38,182
shares
|
$1.06 Million
0.92% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
37,842
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2024
Reduced 18.91%
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
37,332
shares
|
$1.04 Million
1.07% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
37,320
shares
|
$1.04 Million
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Whelan Financial
|
Oct 28, 2024 Q3 2024 |
37,279
shares
|
$1.04 Million
0.79% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
36,131
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
35,708
shares
|
$994,824
0.61% of portfolio
|
Q1 2023
Added 1.17%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
35,475
shares
|
$988,333
0.79% of portfolio
|
Q3 2024
Reduced 35.6%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
35,307
shares
|
$983,653
0.01% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
35,238
shares
|
$981,730
0.05% of portfolio
|
Q3 2024
Added 27.02%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
34,797
shares
|
$969,444
0.08% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
34,771
shares
|
$968,720
0.04% of portfolio
|
Q3 2024
Reduced 12.61%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
34,501
shares
|
$961,197
0.03% of portfolio
|
Q3 2024
Added 12.49%
|