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 |
|---|---|---|---|---|---|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,431
shares
|
$173,122
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Stordahl Capital Management, Inc.
|
Oct 08, 2024 Q3 2024 |
6,414
shares
|
$172,664
0.08% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 09, 2024 Q3 2024 |
6,400
shares
|
$172,288
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
6,398
shares
|
$172,234
0.01% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
6,375
shares
|
$171,615
0.06% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
6,373
shares
|
$171,561
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
6,328
shares
|
$170,349
0.24% of portfolio
|
Q3 2024
Added 27.76%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
6,288
shares
|
$169,272
0.06% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Oct 02, 2024 Q3 2024 |
6,266
shares
|
$168,680
0.21% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
6,250
shares
|
$168,250
0.01% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
6,249
shares
|
$168,223
0.01% of portfolio
|
Q4 2022
Added 0.71%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
6,225
shares
|
$167,577
0.02% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
6,209
shares
|
$167,146
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
6,191
shares
|
$166,661
0.09% of portfolio
|
Q4 2023
Reduced 3.07%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
6,189
shares
|
$166,607
0.04% of portfolio
|
Q3 2024
Added 25.77%
|
|
|
Mainstay Capital Management LLC
|
Oct 23, 2024 Q3 2024 |
6,179
shares
|
$166,338
0.06% of portfolio
|
Q3 2024
Reduced 59.25%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
6,164
shares
|
$165,934
0.01% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
6,133
shares
|
$165,100
0.08% of portfolio
|
Q3 2024
Reduced 8.72%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
6,105
shares
|
$164,346
0.02% of portfolio
|
Q3 2024
Reduced 18.84%
|
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
6,077
shares
|
$163,592
0.18% of portfolio
|
Q3 2024
Reduced 36.8%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
6,076
shares
|
$163,565
0.12% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
6,047
shares
|
$162,785
0.01% of portfolio
|
Q1 2023
Added 237.07%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
6,033
shares
|
$162,408
0.04% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
6,019
shares
|
$162,031
0.13% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Bowman & CO S.C.
|
Nov 07, 2024 Q3 2024 |
6,004
shares
|
$161,627
0.17% of portfolio
|
Q3 2024
Added 0.67%
|