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 |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
372
shares
|
$8,734
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Horrell Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
352
shares
|
$8,264
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
348
shares
|
$8,171
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
338
shares
|
$7,936
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
326
shares
|
$7,654
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
314
shares
|
$7,372
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
296
shares
|
$6,950
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
294
shares
|
$6,903
0.0% of portfolio
|
Q2 2024
Added 68.0%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
292
shares
|
$6,856
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
284
shares
|
$6,668
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
280
shares
|
$6,574
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
276
shares
|
$6,480
0.0% of portfolio
|
Q2 2022
Added 0.36%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
270
shares
|
$6,339
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
250
shares
|
$5,870
0.01% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
240
shares
|
$5,635
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
228
shares
|
$5,353
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
220
shares
|
$5,165
0.0% of portfolio
|
Q1 2025
Reduced 80.94%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
205
shares
|
$4,813
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
200
shares
|
$4,696
0.0% of portfolio
|
Q4 2024
Added 102.02%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
196
shares
|
$4,602
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
192
shares
|
$4,508
0.0% of portfolio
|
Q4 2024
Reduced 77.17%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
188
shares
|
$4,414
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
187
shares
|
$4,390
0.0% of portfolio
|
Q4 2024
Added 98.94%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
184
shares
|
$4,320
0.0% of portfolio
|
Q4 2024
Added 54.62%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
181
shares
|
$4,249
0.0% of portfolio
|
Q4 2024
Added 101.11%
|