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 |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
870
shares
|
$21,019
0.01% of portfolio
|
Q4 2024
Added 96.83%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
840
shares
|
$20,294
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
810
shares
|
$19,569
0.0% of portfolio
|
Q4 2024
Added 105.06%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
800
shares
|
$19,328
0.01% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
800
shares
|
$19,328
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
796
shares
|
$19,231
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
780
shares
|
$18,844
0.0% of portfolio
|
Q2 2024
Added 212.0%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
778
shares
|
$18,796
0.01% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
766
shares
|
$18,506
0.01% of portfolio
|
Q4 2022
Added 49.61%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
764
shares
|
$18,458
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
736
shares
|
$17,781
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
728
shares
|
$17,588
0.0% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
726
shares
|
$17,540
0.0% of portfolio
|
Q1 2025
Added 164.96%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
720
shares
|
$17,395
0.0% of portfolio
|
Q1 2025
Reduced 28.14%
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
688
shares
|
$16,622
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
670
shares
|
$16,187
0.0% of portfolio
|
Q2 2021
Added 107.58%
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
652
shares
|
$15,752
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
642
shares
|
$15,510
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
640
shares
|
$15,462
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
634
shares
|
$15,317
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
633
shares
|
$15,293
0.0% of portfolio
|
Q1 2025
Reduced 88.05%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
630
shares
|
$15,220
0.0% of portfolio
|
Q2 2022
Reduced 1.56%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
624
shares
|
$15,075
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
608
shares
|
$14,689
0.0% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
600
shares
|
$14,496
0.01% of portfolio
|
Q1 2023
Reduced 22.18%
|