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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
8,404
shares
|
$226,235
0.01% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
8,379
shares
|
$225,562
0.06% of portfolio
|
Q3 2024
Added 60.46%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
8,351
shares
|
$224,808
0.1% of portfolio
|
Q3 2024
Added 96.68%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
8,328
shares
|
$224,189
0.07% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
8,307
shares
|
$223,624
0.01% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
8,298
shares
|
$223,382
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
8,295
shares
|
$223,301
0.1% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
8,232
shares
|
$221,605
0.05% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Columbia Advisory Partners LLC
|
Oct 18, 2024 Q3 2024 |
8,176
shares
|
$220,097
0.42% of portfolio
|
Q3 2024
Reduced 47.24%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
8,150
shares
|
$219,398
0.17% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
8,122
shares
|
$218,644
0.1% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
8,041
shares
|
$216,463
0.03% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
8,023
shares
|
$215,979
0.14% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
8,017
shares
|
$215,817
0.08% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
8,002
shares
|
$215,413
0.09% of portfolio
|
Q3 2024
Added 82.99%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
8,001
shares
|
$215,386
0.38% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
7,924
shares
|
$213,314
0.06% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
7,867
shares
|
$211,779
0.05% of portfolio
|
Q3 2024
Reduced 25.64%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
7,791
shares
|
$209,733
0.07% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Vishria Bird Financial Group, LLC
|
Nov 06, 2024 Q3 2024 |
7,747
shares
|
$208,549
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
7,740
shares
|
$208,360
0.01% of portfolio
|
Q2 2024
Reduced 26.33%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
7,731
shares
|
$208,118
0.34% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
7,723
shares
|
$207,903
0.03% of portfolio
|
Q4 2023
Added 46.8%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
7,693
shares
|
$207,095
0.05% of portfolio
|
Q3 2024
Reduced 28.78%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
7,688
shares
|
$206,960
0.16% of portfolio
|
Q3 2024
Added 0.55%
|