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 1,235 institutions that hold shares in the stock, with a total of 270 Million shares, which have been reported (via 13F filing form) to have a value of $7.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Econ Financial Services Corp
|
Jan 27, 2025 Q4 2024 |
40,397
shares
|
$1.07 Million
0.64% of portfolio
|
Q4 2024
Added 93.42%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
40,360
shares
|
$1.07 Million
0.3% of portfolio
|
Q4 2024
Added 85.04%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
40,070
shares
|
$1.07 Million
0.34% of portfolio
|
Q4 2024
Added 86.26%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
39,912
shares
|
$1.06 Million
0.54% of portfolio
|
Q4 2024
Added 91.2%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
39,908
shares
|
$1.06 Million
0.08% of portfolio
|
Q4 2024
Added 101.89%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
39,620
shares
|
$1.05 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
|
$1.05 Million
1.11% of portfolio
|
Q4 2023
Added 1.59%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
39,506
shares
|
$1.05 Million
0.29% of portfolio
|
Q4 2024
Added 80.96%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
39,347
shares
|
$1.05 Million
0.18% of portfolio
|
Q4 2024
Added 95.49%
|
|
|
American Investment Services, Inc.
|
Feb 13, 2025 Q4 2024 |
39,212
shares
|
$1.04 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Feb 13, 2025 Q4 2024 |
39,064
shares
|
$1.04 Million
0.39% of portfolio
|
Q4 2024
Added 97.04%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
38,852
shares
|
$1.03 Million
0.04% of portfolio
|
Q4 2024
Added 103.33%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
38,796
shares
|
$1.03 Million
0.21% of portfolio
|
Q4 2024
Added 96.96%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
38,628
shares
|
$1.03 Million
1.63% of portfolio
|
Q4 2023
New holding
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
38,591
shares
|
$1.03 Million
0.54% of portfolio
|
Q4 2024
Added 149.28%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
38,459
shares
|
$1.02 Million
0.38% of portfolio
|
Q2 2024
Reduced 89.5%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
38,007
shares
|
$1.01 Million
0.09% of portfolio
|
Q4 2024
Added 99.99%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
37,996
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
Added 101.32%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
37,812
shares
|
$1.01 Million
0.33% of portfolio
|
Q4 2024
Added 98.04%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
37,646
shares
|
$1 Million
0.33% of portfolio
|
Q4 2024
Added 98.2%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
37,396
shares
|
$994,733
0.41% of portfolio
|
Q4 2024
Added 93.33%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
37,320
shares
|
$992,712
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
37,282
shares
|
$991,701
0.49% of portfolio
|
Q4 2024
Added 80.95%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Feb 11, 2025 Q4 2024 |
37,147
shares
|
$988,110
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
37,136
shares
|
$987,817
0.32% of portfolio
|
Q4 2024
Added 100.54%
|