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 1,256 institutions that hold shares in the stock, with a total of 272 Million shares, which have been reported (via 13F filing form) to have a value of $6.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,103
shares
|
$72,858
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
3,053
shares
|
$71,684
0.09% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
3,023
shares
|
$70,980
0.06% of portfolio
|
Q4 2024
Added 84.89%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
2,981
shares
|
$69,993
0.06% of portfolio
|
Q4 2024
Added 100.47%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
2,936
shares
|
$68,937
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
2,905
shares
|
$68,209
0.05% of portfolio
|
Q4 2024
Added 141.48%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
2,856
shares
|
$67,058
0.0% of portfolio
|
Q4 2024
Added 246.6%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
2,700
shares
|
$63,396
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
2,662
shares
|
$62,503
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
2,608
shares
|
$61,235
0.02% of portfolio
|
Q4 2024
Added 96.53%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
2,600
shares
|
$61,048
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
2,598
shares
|
$61,001
0.02% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
2,550
shares
|
$59,874
0.01% of portfolio
|
Q4 2024
Added 100.63%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
2,511
shares
|
$58,958
0.01% of portfolio
|
Q4 2024
Added 99.92%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
2,510
shares
|
$58,934
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
2,474
shares
|
$58,089
0.0% of portfolio
|
Q4 2024
Added 121.29%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
2,471
shares
|
$58,019
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
2,469
shares
|
$57,972
0.01% of portfolio
|
Q4 2024
Added 100.73%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
2,446
shares
|
$57,432
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
2,438
shares
|
$57,244
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
2,426
shares
|
$56,962
0.01% of portfolio
|
Q4 2024
Added 100.83%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
2,396
shares
|
$56,258
0.04% of portfolio
|
Q4 2024
Added 502.01%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
2,324
shares
|
$54,567
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
2,270
shares
|
$53,299
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
2,248
shares
|
$52,783
0.01% of portfolio
|
Q4 2024
Added 100.0%
|