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 |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
21,850
shares
|
$608,741
0.04% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
21,831
shares
|
$608,211
0.31% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
21,811
shares
|
$607,654
0.37% of portfolio
|
Q3 2024
Reduced 7.47%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
21,797
shares
|
$607,264
0.1% of portfolio
|
Q3 2024
Added 71.56%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Oct 15, 2024 Q3 2024 |
21,763
shares
|
$606,317
0.33% of portfolio
|
Q4 2023
Reduced 4.16%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
21,715
shares
|
$604,979
0.25% of portfolio
|
Q3 2024
Added 20.87%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
21,513
shares
|
$599,352
0.37% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
21,431
shares
|
$597,067
0.68% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
21,057
shares
|
$586,648
0.01% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
20,965
shares
|
$584,084
1.61% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Econ Financial Services Corp
|
Oct 18, 2024 Q3 2024 |
20,886
shares
|
$581,883
0.61% of portfolio
|
Q3 2024
Reduced 18.5%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
20,874
shares
|
$581,549
0.54% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Oldfather Financial Services, LLC
|
Oct 28, 2024 Q3 2024 |
20,794
shares
|
$579,320
0.41% of portfolio
|
Q3 2024
Reduced 7.9%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
20,784
shares
|
$579,042
0.15% of portfolio
|
Q3 2024
Reduced 81.01%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
20,686
shares
|
$576,311
0.22% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
20,654
shares
|
$575,420
0.41% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
20,603
shares
|
$573,999
0.61% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
20,574
shares
|
$573,191
0.08% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
20,450
shares
|
$569,737
0.05% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
20,448
shares
|
$569,681
0.04% of portfolio
|
Q3 2024
Reduced 32.06%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
20,229
shares
|
$563,579
0.0% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
20,127
shares
|
$560,738
0.19% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
20,031
shares
|
$558,063
0.05% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
19,825
shares
|
$552,324
0.41% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 09, 2024 Q3 2024 |
19,823
shares
|
$552,268
0.5% of portfolio
|
Q3 2024
Reduced 2.44%
|