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 |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
12,471
shares
|
$331,728
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 22, 2025 Q4 2024 |
12,464
shares
|
$331,542
0.21% of portfolio
|
Q4 2024
Added 98.91%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
12,400
shares
|
$329,840
0.01% of portfolio
|
Q4 2024
Added 98.4%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
12,384
shares
|
$329,414
0.04% of portfolio
|
Q4 2024
Added 100.1%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
12,383
shares
|
$329,387
0.17% of portfolio
|
Q4 2024
Added 106.25%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
12,375
shares
|
$329,175
0.24% of portfolio
|
Q4 2024
Added 72.55%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
12,313
shares
|
$327,525
0.06% of portfolio
|
Q3 2022
Added 11.45%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
12,225
shares
|
$325,185
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
12,131
shares
|
$322,684
0.18% of portfolio
|
Q4 2024
Added 109.3%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
12,116
shares
|
$322,285
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jan 29, 2025 Q4 2024 |
12,108
shares
|
$322,072
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
12,042
shares
|
$320,317
0.12% of portfolio
|
Q4 2024
Added 98.19%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
12,016
shares
|
$319,625
0.0% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
11,742
shares
|
$312,337
0.04% of portfolio
|
Q4 2024
Added 94.63%
|
|
|
J2 Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
11,724
shares
|
$311,858
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
11,639
shares
|
$309,597
0.04% of portfolio
|
Q4 2024
Added 110.13%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Feb 03, 2025 Q4 2024 |
11,630
shares
|
$309,358
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
11,621
shares
|
$309,118
0.03% of portfolio
|
Q4 2024
Added 115.16%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
11,432
shares
|
$304,091
0.0% of portfolio
|
Q2 2023
Reduced 0.64%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jan 28, 2025 Q4 2024 |
11,347
shares
|
$301,830
0.27% of portfolio
|
Q4 2024
Added 98.03%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
11,330
shares
|
$301,378
0.12% of portfolio
|
Q4 2024
Added 88.24%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
11,204
shares
|
$298,026
0.08% of portfolio
|
Q4 2024
Added 99.86%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Feb 12, 2025 Q4 2024 |
11,200
shares
|
$297,920
0.07% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Access Financial Services, Inc.
|
Jan 16, 2025 Q4 2024 |
11,193
shares
|
$297,733
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
11,170
shares
|
$297,122
0.1% of portfolio
|
Q2 2023
Added 2.24%
|