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 |
|---|---|---|---|---|---|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
374,323
shares
|
$10.4 Million
4.98% of portfolio
|
Q3 2022
Added 5.61%
|
|
|
Strategic Financial Planning, Inc.
|
Oct 25, 2024 Q3 2024 |
368,690
shares
|
$10.3 Million
12.57% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
368,282
shares
|
$10.3 Million
0.06% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
346,554
shares
|
$9.65 Million
1.14% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
345,774
shares
|
$9.63 Million
0.02% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
340,620
shares
|
$9.49 Million
1.43% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
339,384
shares
|
$9.46 Million
0.84% of portfolio
|
Q3 2024
New holding
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
329,592
shares
|
$9.18 Million
1.49% of portfolio
|
Q3 2024
Added 13.21%
|
|
|
Riversedge Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
325,384
shares
|
$9.07 Million
4.07% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
322,672
shares
|
$8.99 Million
0.06% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
321,601
shares
|
$8.96 Million
4.91% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
317,864
shares
|
$8.86 Million
1.54% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
315,491
shares
|
$8.79 Million
0.38% of portfolio
|
Q3 2024
Added 15.88%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
311,886
shares
|
$8.69 Million
0.04% of portfolio
|
Q3 2023
Added 1.97%
|
|
|
Joule Financial, LLC
|
Oct 17, 2024 Q3 2024 |
308,534
shares
|
$8.6 Million
5.81% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
304,127
shares
|
$8.47 Million
0.15% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
300,912
shares
|
$8.38 Million
0.02% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Oct 31, 2024 Q3 2024 |
295,027
shares
|
$8.22 Million
8.33% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
294,942
shares
|
$8.22 Million
3.81% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 01, 2024 Q3 2024 |
294,282
shares
|
$8.2 Million
5.05% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
291,963
shares
|
$8.13 Million
0.72% of portfolio
|
Q3 2024
Added 3939.89%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
290,938
shares
|
$8.11 Million
0.02% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
285,186
shares
|
$7.95 Million
0.05% of portfolio
|
Q3 2024
Added 8.65%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
284,262
shares
|
$7.92 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
282,760
shares
|
$7.88 Million
3.79% of portfolio
|
Q3 2024
Reduced 3.81%
|