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 1,251 institutions that hold shares in the stock, with a total of 274 Million shares, which have been reported (via 13F filing form) to have a value of $6.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
16,251
shares
|
$392,949
0.01% of portfolio
|
Q3 2023
Added 159.77%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Jan 24, 2025 Q4 2024 |
16,167
shares
|
$390,918
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
16,149
shares
|
$390,482
0.03% of portfolio
|
Q3 2022
Added 3.13%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
16,082
shares
|
$388,862
0.11% of portfolio
|
Q4 2024
Added 45.62%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
15,975
shares
|
$386,275
0.37% of portfolio
|
Q4 2024
Added 99.66%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Feb 20, 2025 Q4 2024 |
15,948
shares
|
$385,622
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
15,922
shares
|
$384,993
0.03% of portfolio
|
Q4 2024
Added 98.01%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
15,834
shares
|
$382,866
0.15% of portfolio
|
Q4 2024
Added 109.69%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
15,566
shares
|
$376,385
0.01% of portfolio
|
Q4 2024
Added 503.33%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
15,561
shares
|
$376,264
0.2% of portfolio
|
Q4 2023
Added 8.74%
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
15,494
shares
|
$374,644
0.14% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
15,480
shares
|
$374,306
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
15,477
shares
|
$374,233
0.03% of portfolio
|
Q4 2024
Added 104.42%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
15,454
shares
|
$373,677
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Feb 14, 2025 Q4 2024 |
15,400
shares
|
$372,372
0.28% of portfolio
|
Q4 2024
Reduced 14.57%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
15,352
shares
|
$371,211
0.09% of portfolio
|
Q4 2024
Added 85.08%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,315
shares
|
$370,316
0.0% of portfolio
|
Q3 2022
Reduced 1.31%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
15,302
shares
|
$370,002
0.08% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
15,297
shares
|
$369,881
0.1% of portfolio
|
Q2 2023
Added 19.3%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Feb 13, 2025 Q4 2024 |
15,222
shares
|
$368,067
0.22% of portfolio
|
Q4 2024
Added 79.38%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Feb 11, 2025 Q4 2024 |
15,214
shares
|
$367,874
0.33% of portfolio
|
Q4 2024
Added 96.79%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jan 15, 2025 Q4 2024 |
15,200
shares
|
$367,536
0.1% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
15,186
shares
|
$367,197
0.11% of portfolio
|
Q4 2024
Added 136.14%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
15,121
shares
|
$365,625
0.45% of portfolio
|
Q4 2023
Reduced 13.52%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
15,063
shares
|
$364,223
0.04% of portfolio
|
Q4 2024
Added 106.99%
|