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 1,145 institutions that hold shares in the stock, with a total of 147 Million shares, which have been reported (via 13F filing form) to have a value of $4.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
282,760
shares
|
$7.97 Million
3.79% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
281,858
shares
|
$7.95 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
270,273
shares
|
$7.62 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Matrix Trust CO
|
Oct 08, 2024 Q3 2024 |
266,525
shares
|
$7.52 Million
2.57% of portfolio
|
Q3 2024
Added 43.49%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
265,573
shares
|
$7.49 Million
9.64% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
265,107
shares
|
$7.48 Million
1.4% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Buckingham Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
254,172
shares
|
$7.17 Million
1.52% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
251,154
shares
|
$7.08 Million
1.16% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
251,094
shares
|
$7.08 Million
2.88% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
250,461
shares
|
$7.06 Million
0.91% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
250,127
shares
|
$7.05 Million
0.13% of portfolio
|
Q3 2024
Reduced 21.06%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
242,582
shares
|
$6.84 Million
0.13% of portfolio
|
Q2 2024
Reduced 2.61%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
234,981
shares
|
$6.63 Million
1.99% of portfolio
|
Q3 2024
Added 104.84%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
227,723
shares
|
$6.42 Million
0.55% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Youngs Advisory Group, Inc.
|
Nov 07, 2024 Q3 2024 |
225,838
shares
|
$6.37 Million
4.83% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
225,229
shares
|
$6.35 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
223,805
shares
|
$6.31 Million
1.69% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
223,728
shares
|
$6.31 Million
2.52% of portfolio
|
Q3 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
218,773
shares
|
$6.17 Million
1.62% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
217,682
shares
|
$6.14 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
217,567
shares
|
$6.14 Million
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
216,223
shares
|
$6.1 Million
2.66% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
214,563
shares
|
$6.05 Million
5.2% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
213,841
shares
|
$6.03 Million
0.38% of portfolio
|
Q4 2023
New holding
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
213,677
shares
|
$6.03 Million
0.81% of portfolio
|
Q3 2024
Added 0.68%
|