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 1,251 institutions that hold shares in the stock, with a total of 274 Million shares, which have been reported (via 13F filing form) to have a value of $6.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
12,016
shares
|
$290,546
0.0% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
11,897
shares
|
$287,669
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
11,742
shares
|
$283,921
0.04% of portfolio
|
Q4 2024
Added 94.63%
|
|
|
J2 Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
11,724
shares
|
$283,486
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
11,639
shares
|
$281,431
0.04% of portfolio
|
Q4 2024
Added 110.13%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Feb 03, 2025 Q4 2024 |
11,630
shares
|
$281,213
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
11,621
shares
|
$280,995
0.03% of portfolio
|
Q4 2024
Added 115.16%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
11,432
shares
|
$276,425
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
|
$274,370
0.27% of portfolio
|
Q4 2024
Added 98.03%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
11,330
shares
|
$273,959
0.12% of portfolio
|
Q4 2024
Added 88.24%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
11,204
shares
|
$270,912
0.08% of portfolio
|
Q4 2024
Added 99.86%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Feb 12, 2025 Q4 2024 |
11,200
shares
|
$270,816
0.07% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Access Financial Services, Inc.
|
Jan 16, 2025 Q4 2024 |
11,193
shares
|
$270,646
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
11,170
shares
|
$270,090
0.1% of portfolio
|
Q2 2023
Added 2.24%
|
|
|
Rba Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
11,169
shares
|
$270,066
0.11% of portfolio
|
Q4 2024
Added 90.27%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
11,070
shares
|
$267,672
0.11% of portfolio
|
Q3 2024
Reduced 39.31%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
11,032
shares
|
$266,753
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
10,996
shares
|
$265,883
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
10,974
shares
|
$265,351
0.16% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
10,974
shares
|
$265,351
0.13% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
ETF Store, Inc.
|
Feb 10, 2025 Q4 2024 |
10,962
shares
|
$265,061
0.36% of portfolio
|
Q4 2024
Added 88.45%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
10,962
shares
|
$265,061
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
10,912
shares
|
$263,852
0.17% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
10,837
shares
|
$262,038
0.01% of portfolio
|
Q4 2024
Added 77.51%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
10,831
shares
|
$261,893
0.05% of portfolio
|
Q4 2024
New holding
|