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 |
|---|---|---|---|---|---|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
15,561
shares
|
$418,902
0.35% of portfolio
|
Q4 2023
Added 8.74%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
15,513
shares
|
$417,609
0.26% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 07, 2024 Q3 2024 |
15,481
shares
|
$416,748
0.43% of portfolio
|
Q3 2024
Added 30.41%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
15,478
shares
|
$416,667
0.09% of portfolio
|
Q1 2024
Added 0.82%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
15,443
shares
|
$415,725
0.52% of portfolio
|
Q3 2024
Reduced 8.04%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
15,361
shares
|
$413,518
0.02% of portfolio
|
Q2 2024
Added 5.67%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
15,324
shares
|
$412,522
0.17% of portfolio
|
Q3 2024
Reduced 24.24%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,315
shares
|
$412,279
0.0% of portfolio
|
Q3 2022
Reduced 1.31%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
15,297
shares
|
$411,795
0.1% of portfolio
|
Q2 2023
Added 19.3%
|
|
|
Twele Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
15,139
shares
|
$407,541
0.16% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
15,128
shares
|
$407,245
0.01% of portfolio
|
Q3 2024
Reduced 53.8%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
15,121
shares
|
$407,057
0.04% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
15,121
shares
|
$407,057
0.45% of portfolio
|
Q4 2023
Reduced 13.52%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
15,099
shares
|
$406,465
0.03% of portfolio
|
Q3 2024
Reduced 45.04%
|
|
|
Asset Planning Services Inc
|
Oct 22, 2024 Q3 2024 |
15,036
shares
|
$404,769
0.38% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
14,992
shares
|
$403,584
0.24% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
14,972
shares
|
$403,046
0.07% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
14,966
shares
|
$402,884
0.01% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
14,875
shares
|
$400,435
0.01% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
14,822
shares
|
$399,008
0.05% of portfolio
|
Q3 2024
Added 38.2%
|
|
|
Pegasus Asset Management, Inc.
|
Oct 21, 2024 Q3 2024 |
14,783
shares
|
$397,958
0.23% of portfolio
|
Q2 2024
Reduced 3.19%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
14,747
shares
|
$396,989
0.23% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
14,726
shares
|
$396,423
0.15% of portfolio
|
Q3 2024
Added 127.92%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
14,654
shares
|
$394,485
0.02% of portfolio
|
Q1 2024
Reduced 2.2%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
14,645
shares
|
$394,243
0.08% of portfolio
|
Q3 2024
Reduced 1.61%
|