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 1,145 institutions that hold shares in the stock, with a total of 147 Million shares, which have been reported (via 13F filing form) to have a value of $4.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
210,306
shares
|
$5.93 Million
0.44% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
209,486
shares
|
$5.91 Million
5.08% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
208,557
shares
|
$5.88 Million
2.23% of portfolio
|
Q3 2024
Added 8.23%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
207,758
shares
|
$5.86 Million
0.12% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
204,918
shares
|
$5.78 Million
0.3% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
202,881
shares
|
$5.72 Million
2.71% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
202,881
shares
|
$5.72 Million
1.66% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
189,448
shares
|
$5.34 Million
1.39% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
189,316
shares
|
$5.34 Million
0.12% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
186,955
shares
|
$5.27 Million
0.02% of portfolio
|
Q3 2024
Reduced 44.67%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
186,927
shares
|
$5.27 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
185,208
shares
|
$5.22 Million
3.36% of portfolio
|
Q3 2024
Added 8.8%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
180,540
shares
|
$5.09 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
179,244
shares
|
$5.05 Million
3.28% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
178,219
shares
|
$5.03 Million
1.57% of portfolio
|
Q3 2024
Added 102.44%
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
175,372
shares
|
$4.95 Million
1.97% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
172,041
shares
|
$4.85 Million
4.89% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
170,115
shares
|
$4.8 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
166,200
shares
|
$4.69 Million
2.88% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
164,796
shares
|
$4.65 Million
0.63% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
164,314
shares
|
$4.63 Million
3.32% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
163,515
shares
|
$4.61 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
163,234
shares
|
$4.6 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
161,488
shares
|
$4.55 Million
5.12% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
161,361
shares
|
$4.55 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.01%
|