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 1,165 institutions that hold shares in the stock, with a total of 187 Million shares, which have been reported (via 13F filing form) to have a value of $5.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
480
shares
|
$12,820
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
478
shares
|
$12,767
0.0% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
460
shares
|
$12,286
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
450
shares
|
$12,019
0.01% of portfolio
|
Q1 2024
Reduced 2.17%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
420
shares
|
$11,218
0.0% of portfolio
|
Q3 2023
Reduced 6.46%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
416
shares
|
$11,111
0.0% of portfolio
|
Q4 2023
Added 0.48%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
406
shares
|
$10,844
0.0% of portfolio
|
Q4 2024
Added 100.99%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
405
shares
|
$10,817
0.0% of portfolio
|
Q4 2024
Added 100.5%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
400
shares
|
$10,684
0.02% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
398
shares
|
$10,630
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
384
shares
|
$10,256
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
321
shares
|
$8,573
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
312
shares
|
$8,333
0.0% of portfolio
|
Q3 2024
Reduced 45.17%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
294
shares
|
$7,852
0.0% of portfolio
|
Q2 2024
Added 68.0%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
292
shares
|
$7,799
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
280
shares
|
$7,478
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
276
shares
|
$7,371
0.0% of portfolio
|
Q2 2022
Added 0.36%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
274
shares
|
$7,318
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
270
shares
|
$7,211
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
250
shares
|
$6,677
0.01% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
250
shares
|
$6,677
0.01% of portfolio
|
Q2 2024
Reduced 19.61%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
240
shares
|
$6,410
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
232
shares
|
$6,196
0.0% of portfolio
|
Q3 2024
Added 18.97%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
228
shares
|
$6,089
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
224
shares
|
$5,983
0.0% of portfolio
|
Q3 2024
New holding
|