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 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 |
|---|---|---|---|---|---|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
2,947
shares
|
$71,199
0.03% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
2,790
shares
|
$67,406
0.0% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
2,754
shares
|
$66,536
0.0% of portfolio
|
Q1 2025
Reduced 82.31%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
2,734
shares
|
$66,053
0.01% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
2,700
shares
|
$65,232
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
2,662
shares
|
$64,313
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
2,648
shares
|
$63,975
0.03% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
2,608
shares
|
$63,009
0.02% of portfolio
|
Q4 2024
Added 96.53%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
2,600
shares
|
$62,816
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
2,598
shares
|
$62,767
0.02% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
2,589
shares
|
$62,550
0.0% of portfolio
|
Q1 2025
Added 61.61%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
2,512
shares
|
$60,689
0.01% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
2,446
shares
|
$59,095
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
2,430
shares
|
$58,708
0.01% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
2,412
shares
|
$58,273
0.03% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,335
shares
|
$56,413
0.01% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
2,324
shares
|
$56,147
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
2,284
shares
|
$55,181
0.0% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
2,248
shares
|
$54,311
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
2,241
shares
|
$54,142
0.02% of portfolio
|
Q4 2024
Added 149.0%
|
|
|
Contravisory Investment Management, Inc.
|
Apr 10, 2025 Q1 2025 |
2,200
shares
|
$53,152
0.01% of portfolio
|
Q1 2025
Added 27.91%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
2,178
shares
|
$52,620
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
2,156
shares
|
$52,088
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
2,032
shares
|
$49,093
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
2,000
shares
|
$48,320
0.0% of portfolio
|
Q4 2024
Added 100.0%
|