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 |
|---|---|---|---|---|---|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
27,228
shares
|
$758,572
0.78% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Bck Partners, Inc.
|
Oct 25, 2024 Q3 2024 |
27,223
shares
|
$758,432
0.67% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
27,128
shares
|
$755,786
0.03% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
27,042
shares
|
$753,390
0.06% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
26,928
shares
|
$750,214
0.58% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
26,909
shares
|
$749,684
0.48% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
26,891
shares
|
$749,183
0.48% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
26,811
shares
|
$746,954
0.59% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
26,313
shares
|
$733,080
0.17% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
26,264
shares
|
$731,715
0.02% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Oct 31, 2024 Q3 2024 |
26,203
shares
|
$730,015
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Enclave Advisors LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
26,178
shares
|
$729,319
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
25,959
shares
|
$723,217
0.13% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
25,851
shares
|
$720,208
0.82% of portfolio
|
Q2 2022
Added 2.23%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
25,753
shares
|
$717,478
0.36% of portfolio
|
Q3 2024
Reduced 10.03%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
25,690
shares
|
$715,723
0.09% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
25,554
shares
|
$711,934
0.03% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
25,175
shares
|
$701,375
0.76% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
25,170
shares
|
$701,236
0.02% of portfolio
|
Q3 2024
Added 80.72%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
25,092
shares
|
$699,063
0.27% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
25,050
shares
|
$697,893
0.49% of portfolio
|
Q3 2024
Reduced 10.14%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
24,753
shares
|
$689,618
0.17% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Blossom Wealth Management
|
Oct 22, 2024 Q3 2024 |
24,729
shares
|
$688,949
2.58% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
24,709
shares
|
$688,392
0.17% of portfolio
|
Q3 2024
Added 10.4%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
24,576
shares
|
$684,687
0.09% of portfolio
|
Q3 2024
Reduced 1.13%
|