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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
11,510
shares
|
$309,849
0.01% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
11,498
shares
|
$309,526
0.02% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Capital Advantage, Inc.
|
Nov 07, 2024 Q3 2024 |
11,448
shares
|
$308,180
0.11% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
11,432
shares
|
$307,749
0.0% of portfolio
|
Q2 2023
Reduced 0.64%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
11,368
shares
|
$306,026
0.27% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Oct 30, 2024 Q3 2024 |
11,349
shares
|
$305,515
0.12% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
11,347
shares
|
$305,461
0.07% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Hendershot Investments Inc.
|
Nov 14, 2024 Q3 2024 |
11,310
shares
|
$304,465
0.08% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
11,266
shares
|
$303,280
0.0% of portfolio
|
Q3 2024
Reduced 23.83%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
11,249
shares
|
$302,823
0.12% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
11,170
shares
|
$300,696
0.1% of portfolio
|
Q2 2023
Added 2.24%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
11,160
shares
|
$300,427
0.26% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
11,146
shares
|
$300,050
0.01% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
11,116
shares
|
$299,242
0.05% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
11,106
shares
|
$298,973
0.0% of portfolio
|
Q3 2024
Added 52.2%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
11,089
shares
|
$298,515
0.04% of portfolio
|
Q3 2024
Reduced 5.82%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
11,044
shares
|
$297,304
0.0% of portfolio
|
Q2 2024
Reduced 8.42%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
11,044
shares
|
$297,304
0.16% of portfolio
|
Q3 2024
Added 38.12%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
10,985
shares
|
$295,716
0.11% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
10,979
shares
|
$295,554
0.05% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
10,961
shares
|
$295,070
0.01% of portfolio
|
Q2 2024
Added 68.99%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
10,946
shares
|
$294,666
0.05% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
10,935
shares
|
$294,370
0.37% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
10,758
shares
|
$289,605
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Mitchell Capital Management CO
|
Nov 12, 2024 Q3 2024 |
10,746
shares
|
$289,282
0.1% of portfolio
|
Q3 2024
Reduced 2.51%
|