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 1,257 institutions that hold shares in the stock, with a total of 245 Million shares, which have been reported (via 13F filing form) to have a value of $5.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
6,368
shares
|
$153,850
0.05% of portfolio
|
Q4 2024
Added 105.75%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
6,287
shares
|
$151,893
0.0% of portfolio
|
Q1 2025
Reduced 40.84%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
6,249
shares
|
$150,975
0.01% of portfolio
|
Q4 2022
Added 0.71%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
6,209
shares
|
$150,009
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
6,182
shares
|
$149,357
0.02% of portfolio
|
Q4 2024
Added 131.45%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
6,160
shares
|
$148,825
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
6,108
shares
|
$147,569
0.06% of portfolio
|
Q1 2025
Reduced 13.9%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
6,047
shares
|
$146,095
0.01% of portfolio
|
Q1 2023
Added 237.07%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
5,933
shares
|
$143,341
0.02% of portfolio
|
Q1 2025
Reduced 34.0%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
5,652
shares
|
$136,552
0.1% of portfolio
|
Q3 2022
Reduced 2.38%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
5,602
shares
|
$135,344
0.05% of portfolio
|
Q1 2025
Reduced 98.32%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
5,563
shares
|
$134,402
0.02% of portfolio
|
Q1 2025
Reduced 10.56%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
5,524
shares
|
$133,459
0.49% of portfolio
|
Q3 2022
Added 0.02%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
5,504
shares
|
$132,976
0.03% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
5,458
shares
|
$131,865
0.07% of portfolio
|
Q4 2023
Added 7.57%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
5,404
shares
|
$130,560
0.05% of portfolio
|
Q1 2025
Added 46.61%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
5,343
shares
|
$129,086
0.01% of portfolio
|
Q1 2025
Added 27.37%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
5,197
shares
|
$125,559
0.03% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
5,037
shares
|
$121,693
0.03% of portfolio
|
Q1 2025
Added 949.38%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
5,000
shares
|
$120,800
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
4,746
shares
|
$114,663
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
4,577
shares
|
$110,580
0.01% of portfolio
|
Q1 2025
Added 13.26%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
4,530
shares
|
$109,444
0.06% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
4,506
shares
|
$108,864
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
4,492
shares
|
$108,526
0.08% of portfolio
|
Q1 2025
Reduced 20.78%
|