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 |
|---|---|---|---|---|---|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
1,293
shares
|
$30,359
0.01% of portfolio
|
Q4 2024
Added 143.05%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
1,252
shares
|
$29,396
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,238
shares
|
$29,068
0.08% of portfolio
|
Q3 2022
Reduced 89.8%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
1,230
shares
|
$28,880
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,220
shares
|
$28,645
0.02% of portfolio
|
Q4 2024
Added 25.51%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,200
shares
|
$28,176
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
1,129
shares
|
$26,508
0.02% of portfolio
|
Q4 2024
Added 351.6%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
1,096
shares
|
$25,734
0.01% of portfolio
|
Q4 2024
Added 46.52%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
1,095
shares
|
$25,710
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
1,072
shares
|
$25,170
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,055
shares
|
$24,771
0.01% of portfolio
|
Q4 2024
Added 77.01%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
1,054
shares
|
$24,747
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Feb 21, 2025 Q4 2024 |
1,016
shares
|
$23,855
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
1,002
shares
|
$23,526
0.0% of portfolio
|
Q4 2024
Added 43.55%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
1,002
shares
|
$23,526
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$23,480
0.01% of portfolio
|
Q4 2024
Added 101.61%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
998
shares
|
$23,433
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
989
shares
|
$23,221
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
964
shares
|
$22,634
0.01% of portfolio
|
Q4 2024
Added 551.35%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
958
shares
|
$22,493
0.0% of portfolio
|
Q4 2024
Added 100.42%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
910
shares
|
$21,366
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
900
shares
|
$21,132
0.02% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
895
shares
|
$21,014
0.01% of portfolio
|
Q4 2024
Added 115.66%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
886
shares
|
$20,803
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
878
shares
|
$20,615
0.0% of portfolio
|
Q2 2022
Reduced 20.47%
|