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 |
|---|---|---|---|---|---|
|
Life Plan Financial, LLC
Mankato, MN |
Oct 03, 2024 Q3 2024 |
14,536
shares
|
$391,309
0.64% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
14,504
shares
|
$390,447
0.1% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
14,447
shares
|
$388,913
2.09% of portfolio
|
Q3 2023
Reduced 94.39%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
14,041
shares
|
$377,983
0.12% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
14,019
shares
|
$377,391
0.12% of portfolio
|
Q2 2024
Reduced 3.46%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
13,956
shares
|
$375,695
0.14% of portfolio
|
Q3 2022
Added 0.3%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
13,944
shares
|
$375,372
0.54% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
13,877
shares
|
$373,568
0.13% of portfolio
|
Q3 2024
Added 51.05%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
13,745
shares
|
$370,015
0.14% of portfolio
|
Q4 2022
Reduced 8.9%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
13,684
shares
|
$368,373
0.19% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
13,673
shares
|
$368,077
0.29% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
13,623
shares
|
$366,731
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
13,594
shares
|
$365,950
0.41% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
13,472
shares
|
$362,666
0.03% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
13,410
shares
|
$360,997
0.06% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
13,318
shares
|
$358,520
0.67% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
13,316
shares
|
$358,466
0.12% of portfolio
|
Q3 2024
Added 165.1%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
13,283
shares
|
$357,578
0.02% of portfolio
|
Q3 2024
Added 37.35%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
13,258
shares
|
$356,905
0.31% of portfolio
|
Q3 2024
Added 9.79%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
12,954
shares
|
$348,721
0.08% of portfolio
|
Q3 2024
Added 11.51%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
12,937
shares
|
$348,264
0.02% of portfolio
|
Q3 2024
Reduced 25.52%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Oct 30, 2024 Q3 2024 |
12,888
shares
|
$346,944
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
12,882
shares
|
$346,783
0.0% of portfolio
|
Q3 2024
Added 25.64%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
12,794
shares
|
$344,414
0.34% of portfolio
|
Q2 2024
Reduced 7.58%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
12,747
shares
|
$343,149
0.0% of portfolio
|
Q3 2024
Reduced 4.42%
|