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 |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
158,999
shares
|
$4.48 Million
0.17% of portfolio
|
Q3 2022
Added 122.71%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
158,037
shares
|
$4.46 Million
0.11% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
155,823
shares
|
$4.39 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
155,790
shares
|
$4.39 Million
1.13% of portfolio
|
Q2 2024
Added 0.52%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
154,133
shares
|
$4.35 Million
0.86% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
153,022
shares
|
$4.32 Million
0.08% of portfolio
|
Q3 2024
Added 7.87%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
148,704
shares
|
$4.19 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
148,357
shares
|
$4.18 Million
0.02% of portfolio
|
Q3 2024
Added 44.41%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
148,162
shares
|
$4.18 Million
3.94% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
144,688
shares
|
$4.08 Million
4.09% of portfolio
|
Q2 2023
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
144,426
shares
|
$4.07 Million
0.1% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
144,268
shares
|
$4.07 Million
0.08% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
143,805
shares
|
$4.06 Million
3.24% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Oct 24, 2024 Q3 2024 |
143,739
shares
|
$4.05 Million
2.4% of portfolio
|
Q3 2024
Added 102.68%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
142,291
shares
|
$4.01 Million
0.12% of portfolio
|
Q3 2024
Reduced 9.77%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
141,092
shares
|
$3.98 Million
0.18% of portfolio
|
Q4 2023
Added 8.14%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
141,075
shares
|
$3.98 Million
1.24% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
140,225
shares
|
$3.95 Million
2.53% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
139,667
shares
|
$3.94 Million
2.12% of portfolio
|
Q3 2024
Added 115.16%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
136,661
shares
|
$3.85 Million
0.21% of portfolio
|
Q3 2024
Reduced 10.48%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
135,854
shares
|
$3.83 Million
0.27% of portfolio
|
Q3 2024
Added 25.07%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
134,887
shares
|
$3.8 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Oct 10, 2024 Q3 2024 |
134,612
shares
|
$3.8 Million
3.28% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
134,071
shares
|
$3.78 Million
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
133,710
shares
|
$3.77 Million
0.98% of portfolio
|
Q3 2024
Reduced 5.39%
|