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 $3.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
24,289
shares
|
$676,691
0.06% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
24,016
shares
|
$669,085
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
24,003
shares
|
$668,723
0.45% of portfolio
|
Q2 2024
New holding
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
23,950
shares
|
$667,247
0.99% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
23,909
shares
|
$666,104
0.18% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
23,838
shares
|
$664,126
0.81% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
23,779
shares
|
$662,482
0.96% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
23,563
shares
|
$656,465
0.0% of portfolio
|
Q3 2024
Reduced 84.83%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
23,534
shares
|
$655,657
0.33% of portfolio
|
Q3 2024
Reduced 13.49%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
23,505
shares
|
$654,849
0.83% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
23,282
shares
|
$648,636
0.01% of portfolio
|
Q3 2024
Added 11.24%
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
23,162
shares
|
$645,293
0.28% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
23,156
shares
|
$645,126
0.14% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
22,921
shares
|
$638,579
0.04% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
22,814
shares
|
$635,598
0.63% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
22,795
shares
|
$635,068
0.05% of portfolio
|
Q3 2024
Added 99.15%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
22,757
shares
|
$634,010
0.32% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
22,727
shares
|
$633,174
0.22% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
22,684
shares
|
$631,976
0.11% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
22,478
shares
|
$626,237
0.11% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Oct 15, 2024 Q3 2024 |
22,440
shares
|
$625,178
1.1% of portfolio
|
Q3 2024
Reduced 16.08%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
22,439
shares
|
$625,150
0.14% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Nov 06, 2024 Q3 2024 |
22,348
shares
|
$622,615
0.4% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
22,199
shares
|
$618,464
0.12% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Wisconsin Capital Management LLC
|
Oct 30, 2024 Q3 2024 |
22,000
shares
|
$612,920
0.6% of portfolio
|
Q3 2024
Reduced 18.52%
|