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 |
|---|---|---|---|---|---|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
17,984
shares
|
$484,129
0.5% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
17,860
shares
|
$480,791
0.04% of portfolio
|
Q3 2024
Reduced 41.16%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
17,800
shares
|
$479,176
0.05% of portfolio
|
Q2 2024
Reduced 8.61%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2024 Q3 2024 |
17,629
shares
|
$474,572
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
17,624
shares
|
$474,438
0.04% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
17,570
shares
|
$472,984
0.19% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
17,419
shares
|
$468,919
0.74% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
17,377
shares
|
$467,788
0.37% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
17,329
shares
|
$466,496
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
17,232
shares
|
$463,885
0.07% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
17,126
shares
|
$461,031
0.05% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
17,034
shares
|
$458,555
0.03% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Leverty Financial Group, LLC
|
Oct 16, 2024 Q3 2024 |
16,958
shares
|
$456,509
0.48% of portfolio
|
Q3 2024
Added 25.26%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
16,838
shares
|
$453,278
0.34% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
16,746
shares
|
$450,802
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
16,746
shares
|
$450,802
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
16,683
shares
|
$449,106
0.12% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
16,654
shares
|
$448,325
0.58% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
16,335
shares
|
$439,738
0.0% of portfolio
|
Q3 2024
Reduced 76.48%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
16,251
shares
|
$437,476
0.01% of portfolio
|
Q3 2023
Added 159.77%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
16,149
shares
|
$434,731
0.03% of portfolio
|
Q3 2022
Added 3.13%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
15,728
shares
|
$423,397
0.19% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
15,726
shares
|
$423,343
0.07% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
15,645
shares
|
$421,163
0.0% of portfolio
|
Q3 2024
Added 10.89%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
15,608
shares
|
$420,167
0.62% of portfolio
|
Q3 2024
Added 11.61%
|