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 |
|---|---|---|---|---|---|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
900
shares
|
$24,228
0.01% of portfolio
|
Q3 2024
Added 65.14%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
893
shares
|
$24,039
0.02% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
887
shares
|
$23,878
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
882
shares
|
$23,743
0.0% of portfolio
|
Q1 2024
Reduced 20.25%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
878
shares
|
$23,635
0.0% of portfolio
|
Q2 2022
Reduced 20.47%
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
841
shares
|
$22,639
0.01% of portfolio
|
Q3 2024
Added 776.04%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
824
shares
|
$22,182
0.0% of portfolio
|
Q3 2024
Added 604.27%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
816
shares
|
$21,966
0.01% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
801
shares
|
$21,562
0.0% of portfolio
|
Q4 2023
Added 126.27%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
794
shares
|
$21,374
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
780
shares
|
$20,997
0.0% of portfolio
|
Q2 2024
Added 212.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
766
shares
|
$20,620
0.01% of portfolio
|
Q4 2022
Added 49.61%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
748
shares
|
$20,136
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
698
shares
|
$18,790
0.0% of portfolio
|
Q3 2024
Reduced 86.56%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
698
shares
|
$18,790
0.0% of portfolio
|
Q3 2024
Added 39.32%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
670
shares
|
$18,036
0.0% of portfolio
|
Q2 2021
Added 107.58%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
650
shares
|
$17,498
0.01% of portfolio
|
Q3 2024
Reduced 93.91%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
650
shares
|
$17,498
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
648
shares
|
$17,444
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
630
shares
|
$16,959
0.0% of portfolio
|
Q2 2022
Reduced 1.56%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
626
shares
|
$16,851
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
615
shares
|
$16,555
0.01% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
600
shares
|
$16,152
0.01% of portfolio
|
Q1 2023
Reduced 22.18%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
596
shares
|
$16,044
0.01% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
590
shares
|
$15,882
0.0% of portfolio
|
Q3 2024
New holding
|