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 1,272 institutions that hold shares in the stock, with a total of 251 Million shares, which have been reported (via 13F filing form) to have a value of $6.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
14,088
shares
|
$369,105
0.0% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
14,066
shares
|
$368,529
0.0% of portfolio
|
Q1 2025
Added 53.69%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
14,048
shares
|
$368,057
0.02% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
14,038
shares
|
$367,795
1.05% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
14,031
shares
|
$367,612
0.22% of portfolio
|
Q1 2025
Reduced 29.26%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
14,009
shares
|
$367,035
0.02% of portfolio
|
Q1 2025
Added 29.27%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
14,000
shares
|
$366,800
0.22% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
13,956
shares
|
$365,647
0.14% of portfolio
|
Q3 2022
Added 0.3%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
13,934
shares
|
$365,070
0.01% of portfolio
|
Q2 2025
Reduced 18.18%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
13,926
shares
|
$364,861
0.0% of portfolio
|
Q1 2025
Added 61.24%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
13,825
shares
|
$362,215
0.25% of portfolio
|
Q1 2025
Reduced 9.13%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
13,745
shares
|
$360,119
0.14% of portfolio
|
Q4 2022
Reduced 8.9%
|
|
|
Providence First Trust CO
|
May 12, 2025 Q1 2025 |
13,662
shares
|
$357,944
0.13% of portfolio
|
Q4 2024
Added 49.41%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
13,660
shares
|
$357,892
0.24% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
13,626
shares
|
$357,001
0.05% of portfolio
|
Q1 2025
Added 30.52%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
13,602
shares
|
$356,372
0.03% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
13,566
shares
|
$355,429
0.05% of portfolio
|
Q1 2025
Reduced 21.37%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Apr 29, 2025 Q1 2025 |
13,535
shares
|
$354,617
0.29% of portfolio
|
Q1 2025
Added 16.38%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
13,529
shares
|
$354,459
0.13% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
13,517
shares
|
$354,145
0.06% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
13,517
shares
|
$354,145
0.02% of portfolio
|
Q4 2024
Added 118.05%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
13,361
shares
|
$350,058
0.67% of portfolio
|
Q1 2025
Reduced 35.1%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
13,317
shares
|
$348,905
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
May 06, 2025 Q1 2025 |
13,294
shares
|
$348,302
1.2% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
13,283
shares
|
$348,014
0.04% of portfolio
|
Q1 2025
New holding
|