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 |
|---|---|---|---|---|---|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
6,897
shares
|
$185,667
0.03% of portfolio
|
Q3 2024
Added 43.42%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
6,870
shares
|
$184,940
0.02% of portfolio
|
Q2 2024
Added 40.49%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2024 Q3 2024 |
6,868
shares
|
$184,886
0.18% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
6,848
shares
|
$184,348
0.01% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
6,822
shares
|
$183,648
0.13% of portfolio
|
Q3 2024
Reduced 10.61%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
6,796
shares
|
$182,948
0.11% of portfolio
|
Q3 2023
Added 2.57%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
6,782
shares
|
$182,571
0.21% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
6,720
shares
|
$180,902
0.03% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Sfmg, LLC
|
Aug 14, 2024 Q2 2024 |
6,714
shares
|
$180,740
0.03% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
6,661
shares
|
$179,314
0.01% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
6,660
shares
|
$179,287
0.07% of portfolio
|
Q2 2024
Reduced 8.95%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
6,633
shares
|
$178,560
0.18% of portfolio
|
Q3 2024
Added 23.5%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
6,622
shares
|
$178,264
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Nov 08, 2024 Q3 2024 |
6,591
shares
|
$177,429
1.45% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,583
shares
|
$177,214
0.02% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
6,581
shares
|
$177,160
0.0% of portfolio
|
Q3 2024
Reduced 31.28%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 12, 2024 Q3 2024 |
6,539
shares
|
$176,029
0.32% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Jentner Corp
|
Nov 14, 2024 Q3 2024 |
6,525
shares
|
$175,653
0.14% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
6,507
shares
|
$175,168
0.04% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
6,505
shares
|
$175,114
0.01% of portfolio
|
Q1 2024
Reduced 12.27%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
6,501
shares
|
$175,006
0.01% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
6,487
shares
|
$174,630
0.01% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 12, 2024 Q3 2024 |
6,469
shares
|
$174,145
0.27% of portfolio
|
Q3 2024
Reduced 17.12%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
6,461
shares
|
$173,930
0.16% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
6,445
shares
|
$173,499
0.01% of portfolio
|
Q3 2024
New holding
|