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 1,197 institutions that hold shares in the stock, with a total of 217 Million shares, which have been reported (via 13F filing form) to have a value of $5.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
52
shares
|
$1,380
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
52
shares
|
$1,380
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
48
shares
|
$1,273
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
48
shares
|
$1,273
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
44
shares
|
$1,167
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
36
shares
|
$955
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
36
shares
|
$955
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
32
shares
|
$849
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
30
shares
|
$796
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
28
shares
|
$743
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
25
shares
|
$663
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
24
shares
|
$636
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
19
shares
|
$504
0.0% of portfolio
|
Q4 2024
Added 111.11%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
16
shares
|
$424
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
12
shares
|
$318
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
11
shares
|
$291
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Feb 11, 2025 Q4 2024 |
6
shares
|
$159
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%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1
shares
|
$26
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
0
shares
|
$0
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|