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 |
|---|---|---|---|---|---|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
2,241
shares
|
$52,618
0.02% of portfolio
|
Q4 2024
Added 149.0%
|
|
|
Contravisory Investment Management, Inc.
|
Apr 10, 2025 Q1 2025 |
2,200
shares
|
$51,656
0.01% of portfolio
|
Q1 2025
Added 27.91%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
2,178
shares
|
$51,139
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
2,156
shares
|
$50,622
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
2,084
shares
|
$48,932
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
2,032
shares
|
$47,711
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
2,000
shares
|
$46,960
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
2,000
shares
|
$46,960
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,985
shares
|
$46,607
0.07% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,979
shares
|
$46,466
0.01% of portfolio
|
Q4 2022
Reduced 1.4%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,945
shares
|
$45,668
0.01% of portfolio
|
Q4 2024
Added 99.9%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
1,920
shares
|
$45,081
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
1,872
shares
|
$43,954
0.0% of portfolio
|
Q1 2025
Added 3800.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,856
shares
|
$43,578
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
1,833
shares
|
$43,038
0.01% of portfolio
|
Q4 2024
Added 100.11%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
1,830
shares
|
$42,968
0.02% of portfolio
|
Q4 2024
Added 104.93%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,728
shares
|
$40,573
0.01% of portfolio
|
Q4 2024
Added 91.79%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,602
shares
|
$37,614
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,588
shares
|
$37,286
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
1,523
shares
|
$35,760
0.0% of portfolio
|
Q4 2024
Added 72.68%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
1,444
shares
|
$33,905
0.0% of portfolio
|
Q4 2024
Added 106.88%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,401
shares
|
$32,895
0.01% of portfolio
|
Q4 2022
Added 0.5%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,358
shares
|
$31,885
0.0% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
1,339
shares
|
$31,439
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
1,300
shares
|
$30,524
0.01% of portfolio
|
Q4 2024
Added 100.0%
|