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 |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
870
shares
|
$20,427
0.0% of portfolio
|
Q4 2024
Added 96.83%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
840
shares
|
$19,723
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
840
shares
|
$19,723
0.01% of portfolio
|
Q4 2024
Added 110.0%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
810
shares
|
$19,018
0.0% of portfolio
|
Q4 2024
Added 105.06%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
800
shares
|
$18,784
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
796
shares
|
$18,690
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
780
shares
|
$18,314
0.0% of portfolio
|
Q2 2024
Added 212.0%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
776
shares
|
$18,220
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
766
shares
|
$17,985
0.01% of portfolio
|
Q4 2022
Added 49.61%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
727
shares
|
$17,069
0.01% of portfolio
|
Q4 2024
Added 100.83%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
726
shares
|
$17,046
0.0% of portfolio
|
Q1 2025
Added 164.96%
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
688
shares
|
$16,154
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
670
shares
|
$15,731
0.0% of portfolio
|
Q2 2021
Added 107.58%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
652
shares
|
$15,308
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
640
shares
|
$15,027
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
634
shares
|
$14,886
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
630
shares
|
$14,792
0.0% of portfolio
|
Q2 2022
Reduced 1.56%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
624
shares
|
$14,651
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
600
shares
|
$14,088
0.01% of portfolio
|
Q1 2023
Reduced 22.18%
|
|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
596
shares
|
$13,994
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
583
shares
|
$13,688
0.0% of portfolio
|
Q4 2024
Added 148.09%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
574
shares
|
$13,477
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
565
shares
|
$13,266
0.0% of portfolio
|
Q4 2024
Added 10.35%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
562
shares
|
$13,195
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
561
shares
|
$13,172
0.02% of portfolio
|
Q3 2024
Reduced 8.18%
|