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 |
|---|---|---|---|---|---|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
15,477
shares
|
$411,688
0.03% of portfolio
|
Q4 2024
Added 104.42%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
15,454
shares
|
$411,076
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Feb 14, 2025 Q4 2024 |
15,400
shares
|
$409,640
0.28% of portfolio
|
Q4 2024
Reduced 14.57%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
15,352
shares
|
$408,363
0.09% of portfolio
|
Q4 2024
Added 85.08%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,315
shares
|
$407,379
0.0% of portfolio
|
Q3 2022
Reduced 1.31%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
15,302
shares
|
$407,033
0.08% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
15,297
shares
|
$406,900
0.1% of portfolio
|
Q2 2023
Added 19.3%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Feb 13, 2025 Q4 2024 |
15,222
shares
|
$404,905
0.22% of portfolio
|
Q4 2024
Added 79.38%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Feb 11, 2025 Q4 2024 |
15,214
shares
|
$404,692
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
|
$404,320
0.1% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
15,186
shares
|
$403,947
0.11% of portfolio
|
Q4 2024
Added 136.14%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
15,121
shares
|
$402,218
0.45% of portfolio
|
Q4 2023
Reduced 13.52%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
15,063
shares
|
$400,675
0.04% of portfolio
|
Q4 2024
Added 106.99%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
15,056
shares
|
$400,489
0.14% of portfolio
|
Q4 2024
Added 98.81%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
15,015
shares
|
$399,399
0.07% of portfolio
|
Q4 2024
Added 100.09%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
15,001
shares
|
$399,026
0.01% of portfolio
|
Q4 2024
Added 191.28%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
14,936
shares
|
$397,297
0.0% of portfolio
|
Q4 2024
Added 99.47%
|
|
|
Planning Alternatives LTD
|
Feb 06, 2025 Q4 2024 |
14,878
shares
|
$395,754
0.06% of portfolio
|
Q4 2024
Added 93.85%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
14,763
shares
|
$392,695
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
14,746
shares
|
$392,243
0.05% of portfolio
|
Q4 2024
Added 73.16%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
14,663
shares
|
$390,035
0.13% of portfolio
|
Q4 2024
Added 82.76%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
14,654
shares
|
$389,796
0.02% of portfolio
|
Q1 2024
Reduced 2.2%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
14,610
shares
|
$388,626
0.01% of portfolio
|
Q4 2024
Added 92.01%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
14,607
shares
|
$388,546
0.05% of portfolio
|
Q4 2024
Added 100.26%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
14,548
shares
|
$386,976
0.02% of portfolio
|
Q4 2024
New holding
|