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 1,185 institutions that hold shares in the stock, with a total of 202 Million shares, which have been reported (via 13F filing form) to have a value of $5.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
82
shares
|
$2,184
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
80
shares
|
$2,131
0.0% of portfolio
|
Q1 2023
Reduced 97.61%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
74
shares
|
$1,971
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
58
shares
|
$1,545
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
54
shares
|
$1,438
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
52
shares
|
$1,385
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
52
shares
|
$1,385
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
48
shares
|
$1,278
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
48
shares
|
$1,278
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
40
shares
|
$1,065
0.0% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
38
shares
|
$1,012
0.0% of portfolio
|
Q4 2022
Reduced 24.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
36
shares
|
$959
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
32
shares
|
$852
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
30
shares
|
$799
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
28
shares
|
$745
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
24
shares
|
$639
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
19
shares
|
$506
0.0% of portfolio
|
Q4 2024
Added 111.11%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
16
shares
|
$426
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
12
shares
|
$319
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
11
shares
|
$293
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
4
shares
|
$106
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
4
shares
|
$106
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
2
shares
|
$53
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
2
shares
|
$53
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1
shares
|
$26
0.0% of portfolio
|
Q4 2024
New holding
|