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 |
|---|---|---|---|---|---|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
4,746
shares
|
$127,762
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Wedgewood Investors Inc
|
Oct 31, 2024 Q3 2024 |
4,672
shares
|
$125,770
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Oct 16, 2024 Q3 2024 |
4,648
shares
|
$125,124
0.08% of portfolio
|
Q1 2024
Reduced 10.92%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
4,629
shares
|
$124,612
0.06% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
4,625
shares
|
$124,505
0.0% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Nov 12, 2024 Q3 2024 |
4,600
shares
|
$123,832
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
4,598
shares
|
$123,778
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
4,567
shares
|
$122,943
0.04% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,563
shares
|
$122,835
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Oct 04, 2024 Q3 2024 |
4,529
shares
|
$121,920
0.11% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
4,524
shares
|
$121,786
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
4,495
shares
|
$121,005
0.04% of portfolio
|
Q3 2024
Reduced 24.45%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
4,490
shares
|
$120,870
0.08% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
4,477
shares
|
$120,520
0.01% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Modus Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
4,471
shares
|
$120,359
0.08% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
4,464
shares
|
$120,170
0.04% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
4,436
shares
|
$119,417
0.02% of portfolio
|
Q2 2024
Reduced 16.87%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
4,420
shares
|
$118,986
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
4,384
shares
|
$118,017
0.09% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
4,377
shares
|
$117,828
0.07% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
4,348
shares
|
$117,048
0.14% of portfolio
|
Q2 2024
Reduced 3.68%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
4,340
shares
|
$116,832
0.03% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
4,309
shares
|
$115,998
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
4,284
shares
|
$115,325
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Williams Financial, LLC
Bennington, VT |
Oct 22, 2024 Q3 2024 |
4,274
shares
|
$115,056
0.14% of portfolio
|
Q3 2024
Reduced 1.2%
|