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 |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
779,074
shares
|
$21 Million
3.42% of portfolio
|
Q2 2023
Added 1.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
722,139
shares
|
$19.4 Million
0.09% of portfolio
|
Q3 2024
Reduced 59.35%
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
678,464
shares
|
$18.3 Million
3.6% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
663,482
shares
|
$17.9 Million
1.38% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
592,191
shares
|
$15.9 Million
0.04% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
581,175
shares
|
$15.6 Million
2.71% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Mokosak Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
553,921
shares
|
$14.9 Million
8.56% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
552,016
shares
|
$14.9 Million
3.46% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Legacy Wealth Management, Inc
|
Oct 24, 2024 Q3 2024 |
550,598
shares
|
$14.8 Million
1.84% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
523,318
shares
|
$14.1 Million
0.01% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
470,419
shares
|
$12.7 Million
0.0% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
457,446
shares
|
$12.3 Million
0.53% of portfolio
|
Q3 2024
Added 7.71%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
456,738
shares
|
$12.3 Million
0.84% of portfolio
|
Q3 2024
Added 112.19%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
454,470
shares
|
$12.2 Million
0.27% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
451,539
shares
|
$12.2 Million
0.01% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
443,653
shares
|
$11.9 Million
3.56% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
440,003
shares
|
$11.8 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
First International Bank & Trust
Watford City, ND |
Oct 04, 2024 Q3 2024 |
428,713
shares
|
$11.5 Million
7.2% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
427,902
shares
|
$11.5 Million
2.75% of portfolio
|
Q3 2024
Added 8.67%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Nov 04, 2024 Q3 2024 |
425,920
shares
|
$11.5 Million
5.9% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Fidelis I M, LLC
Medford, OR |
Oct 29, 2024 Q3 2024 |
420,297
shares
|
$11.3 Million
9.82% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Forth Right Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
403,530
shares
|
$10.9 Million
7.16% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2024 Q3 2024 |
393,032
shares
|
$10.6 Million
6.11% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
390,907
shares
|
$10.5 Million
0.05% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
380,556
shares
|
$10.2 Million
0.6% of portfolio
|
Q3 2024
Reduced 6.08%
|