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 |
|---|---|---|---|---|---|
|
Fusion Capital, LLC
|
Nov 12, 2024 Q3 2024 |
4,263
shares
|
$114,759
0.1% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Leeward Financial Partners, LLC
|
Oct 29, 2024 Q3 2024 |
4,243
shares
|
$114,221
0.08% of portfolio
|
Q2 2024
Reduced 50.24%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
4,227
shares
|
$113,790
0.03% of portfolio
|
Q2 2024
Reduced 3.07%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
4,219
shares
|
$113,575
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
4,187
shares
|
$112,714
0.02% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
4,179
shares
|
$112,498
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
4,173
shares
|
$112,337
0.16% of portfolio
|
Q2 2024
Reduced 5.07%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
4,163
shares
|
$112,067
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
4,161
shares
|
$112,014
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4,134
shares
|
$111,287
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
4,127
shares
|
$111,098
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
4,104
shares
|
$110,479
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Carmel Capital Management L.L.C.
|
Oct 17, 2024 Q3 2024 |
4,094
shares
|
$110,210
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Oct 21, 2024 Q3 2024 |
4,086
shares
|
$109,995
0.14% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
4,078
shares
|
$109,779
0.01% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
4,074
shares
|
$109,672
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
4,067
shares
|
$109,483
0.0% of portfolio
|
Q3 2024
Reduced 14.36%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
4,064
shares
|
$109,402
0.0% of portfolio
|
Q3 2024
Added 18.21%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
4,034
shares
|
$108,595
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
4,008
shares
|
$107,895
0.0% of portfolio
|
Q3 2024
Reduced 8.83%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
4,000
shares
|
$107,680
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
3,994
shares
|
$107,518
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
3,932
shares
|
$105,849
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,928
shares
|
$105,741
0.02% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
3,928
shares
|
$105,741
0.02% of portfolio
|
Q3 2024
New holding
|