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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
10,713
shares
|
$288,393
0.15% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,649
shares
|
$286,671
0.01% of portfolio
|
Q2 2024
Reduced 4.49%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
10,631
shares
|
$286,186
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
10,569
shares
|
$284,517
0.02% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
10,531
shares
|
$283,494
0.03% of portfolio
|
Q3 2024
Added 99.07%
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
10,443
shares
|
$281,125
0.06% of portfolio
|
Q3 2024
Added 58.88%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
10,372
shares
|
$279,214
0.46% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
10,366
shares
|
$279,052
0.04% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
10,348
shares
|
$278,568
0.05% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
10,338
shares
|
$278,298
0.01% of portfolio
|
Q2 2023
Added 40.04%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
10,274
shares
|
$276,576
0.05% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
10,239
shares
|
$275,633
0.2% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 23, 2024 Q3 2024 |
10,103
shares
|
$271,972
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
10,097
shares
|
$271,811
0.32% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$269,200
0.12% of portfolio
|
Q2 2023
Reduced 0.16%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
9,976
shares
|
$268,553
0.17% of portfolio
|
Q4 2023
Reduced 6.36%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
9,973
shares
|
$268,473
0.04% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
9,968
shares
|
$268,338
0.12% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
9,958
shares
|
$268,069
0.21% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
9,923
shares
|
$267,127
0.04% of portfolio
|
Q3 2024
Added 14.62%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
9,911
shares
|
$266,804
0.01% of portfolio
|
Q1 2024
Added 1.18%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
9,877
shares
|
$265,888
0.3% of portfolio
|
Q3 2024
Added 38.61%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
9,876
shares
|
$265,861
0.36% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
9,827
shares
|
$264,542
0.08% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
9,798
shares
|
$263,762
0.06% of portfolio
|
Q3 2024
Reduced 16.98%
|