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 1,235 institutions that hold shares in the stock, with a total of 270 Million shares, which have been reported (via 13F filing form) to have a value of $7.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
18,104
shares
|
$481,566
0.12% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
18,011
shares
|
$479,092
0.32% of portfolio
|
Q4 2024
Added 93.06%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
17,923
shares
|
$476,751
0.28% of portfolio
|
Q4 2024
Added 103.07%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
17,921
shares
|
$476,698
0.06% of portfolio
|
Q4 2024
Added 98.39%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
17,834
shares
|
$474,384
0.13% of portfolio
|
Q4 2024
Added 91.52%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
17,786
shares
|
$473,107
0.18% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
17,702
shares
|
$470,873
0.17% of portfolio
|
Q4 2024
Reduced 62.74%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
17,579
shares
|
$467,601
0.05% of portfolio
|
Q4 2024
Added 128.51%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
17,570
shares
|
$467,362
0.19% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
17,505
shares
|
$465,633
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
17,464
shares
|
$464,542
0.03% of portfolio
|
Q4 2024
Added 101.48%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Feb 03, 2025 Q4 2024 |
17,416
shares
|
$463,265
0.23% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
17,373
shares
|
$462,121
0.03% of portfolio
|
Q4 2024
Added 100.57%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
17,329
shares
|
$460,951
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
17,300
shares
|
$460,180
0.17% of portfolio
|
Q4 2024
Added 112.27%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
17,281
shares
|
$459,674
0.13% of portfolio
|
Q4 2024
Added 89.11%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
17,267
shares
|
$459,302
0.1% of portfolio
|
Q4 2024
Added 112.6%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
17,254
shares
|
$458,956
0.06% of portfolio
|
Q4 2024
Added 132.72%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
17,208
shares
|
$457,732
0.0% of portfolio
|
Q4 2024
Added 161.48%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
17,200
shares
|
$457,520
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
17,200
shares
|
$457,520
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
J. L. Bainbridge & Co., Inc.
|
Feb 10, 2025 Q4 2024 |
17,145
shares
|
$456,057
0.04% of portfolio
|
Q4 2024
Added 98.14%
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
17,143
shares
|
$456,003
0.08% of portfolio
|
Q4 2024
Added 103.91%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
17,090
shares
|
$454,594
0.05% of portfolio
|
Q4 2024
Added 74.42%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
17,040
shares
|
$453,264
0.37% of portfolio
|
Q4 2024
Added 100.0%
|