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 $4.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
9,798
shares
|
$272,972
0.06% of portfolio
|
Q3 2024
Reduced 16.98%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
9,790
shares
|
$272,749
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
9,776
shares
|
$272,359
0.22% of portfolio
|
Q4 2023
Reduced 0.31%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Nov 14, 2024 Q3 2024 |
9,770
shares
|
$272,192
0.23% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
9,761
shares
|
$271,941
0.16% of portfolio
|
Q3 2024
Reduced 34.32%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
9,744
shares
|
$271,467
0.06% of portfolio
|
Q3 2024
Added 36.28%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
9,640
shares
|
$268,570
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
9,592
shares
|
$267,233
0.09% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 13, 2024 Q3 2024 |
9,583
shares
|
$266,982
0.14% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
9,522
shares
|
$265,282
0.08% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
9,493
shares
|
$264,474
0.01% of portfolio
|
Q3 2024
Reduced 36.28%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
9,473
shares
|
$263,917
0.09% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Asset Advisors Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
9,417
shares
|
$262,357
0.05% of portfolio
|
Q2 2024
Reduced 91.7%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
9,409
shares
|
$262,134
0.05% of portfolio
|
Q3 2024
Added 161.65%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
9,329
shares
|
$259,905
0.35% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
9,312
shares
|
$259,432
0.14% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
9,304
shares
|
$259,209
0.04% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
9,244
shares
|
$257,537
0.01% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
9,233
shares
|
$257,231
0.04% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
9,144
shares
|
$254,751
0.2% of portfolio
|
Q3 2024
Reduced 83.48%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
9,138
shares
|
$254,584
0.13% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
9,092
shares
|
$253,303
0.06% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
9,081
shares
|
$252,996
0.0% of portfolio
|
Q3 2024
Reduced 13.84%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
9,060
shares
|
$252,411
0.19% of portfolio
|
Q2 2024
Reduced 9.6%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
9,033
shares
|
$251,659
0.07% of portfolio
|
Q3 2024
Added 6.0%
|