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 1,147 institutions that hold shares in the stock, with a total of 147 Million shares, which have been reported (via 13F filing form) to have a value of $4.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
12,747
shares
|
$355,131
0.0% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Pinnacle Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,583
shares
|
$350,562
0.78% of portfolio
|
Q3 2024
Added 71.36%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
12,420
shares
|
$346,021
0.16% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
12,380
shares
|
$344,906
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
12,378
shares
|
$344,851
0.1% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
12,313
shares
|
$343,040
0.06% of portfolio
|
Q3 2022
Added 11.45%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
12,225
shares
|
$340,588
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
12,198
shares
|
$339,836
0.04% of portfolio
|
Q4 2023
Reduced 0.02%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Oct 28, 2024 Q3 2024 |
12,196
shares
|
$339,780
0.15% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
12,149
shares
|
$338,471
0.32% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
12,080
shares
|
$336,548
0.35% of portfolio
|
Q1 2024
Reduced 0.82%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
12,053
shares
|
$335,796
0.17% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
12,000
shares
|
$334,320
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 23, 2024 Q3 2024 |
11,968
shares
|
$333,428
0.58% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
11,966
shares
|
$333,372
0.27% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
11,924
shares
|
$332,202
0.24% of portfolio
|
Q1 2023
Added 53.58%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
11,888
shares
|
$331,199
0.05% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
11,873
shares
|
$330,781
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
11,804
shares
|
$328,859
0.01% of portfolio
|
Q3 2024
Added 9.31%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
11,736
shares
|
$326,964
0.01% of portfolio
|
Q3 2024
Added 43.16%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
11,677
shares
|
$325,321
0.05% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Oct 24, 2024 Q3 2024 |
11,673
shares
|
$325,209
0.37% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
11,670
shares
|
$325,126
0.35% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
11,654
shares
|
$324,680
0.78% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
11,638
shares
|
$324,234
0.18% of portfolio
|
Q3 2024
Reduced 3.29%
|