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 1,144 institutions that hold shares in the stock, with a total of 146 Million shares, which have been reported (via 13F filing form) to have a value of $4.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 04, 2024 Q3 2024 |
91,379
shares
|
$2.55 Million
3.76% of portfolio
|
Q3 2024
Added 15.44%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
91,116
shares
|
$2.54 Million
1.74% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
91,104
shares
|
$2.54 Million
0.0% of portfolio
|
Q3 2024
Added 8.71%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
89,046
shares
|
$2.48 Million
0.83% of portfolio
|
Q3 2024
Added 12.38%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
88,226
shares
|
$2.46 Million
0.03% of portfolio
|
Q3 2024
Added 11.09%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
88,136
shares
|
$2.46 Million
1.37% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
87,427
shares
|
$2.44 Million
0.43% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Powers Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
86,154
shares
|
$2.4 Million
2.21% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
85,995
shares
|
$2.4 Million
3.5% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
83,709
shares
|
$2.33 Million
0.16% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
83,439
shares
|
$2.32 Million
1.14% of portfolio
|
Q2 2023
Added 0.07%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
83,078
shares
|
$2.31 Million
0.04% of portfolio
|
Q3 2024
Added 11.31%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
82,824
shares
|
$2.31 Million
0.22% of portfolio
|
Q3 2024
Added 111.76%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
82,799
shares
|
$2.31 Million
0.1% of portfolio
|
Q3 2024
Added 7.78%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
82,438
shares
|
$2.3 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
81,813
shares
|
$2.28 Million
1.45% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
81,805
shares
|
$2.28 Million
2.33% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 30, 2024 Q3 2024 |
81,207
shares
|
$2.26 Million
3.34% of portfolio
|
Q3 2024
Reduced 7.55%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
80,439
shares
|
$2.24 Million
2.29% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
79,815
shares
|
$2.22 Million
0.97% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
78,942
shares
|
$2.2 Million
1.01% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
78,874
shares
|
$2.2 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
78,714
shares
|
$2.19 Million
1.21% of portfolio
|
Q1 2023
Added 0.26%
|
|
|
Cutler Investment Counsel LLC
|
Nov 06, 2024 Q3 2024 |
78,572
shares
|
$2.19 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
78,464
shares
|
$2.19 Million
0.32% of portfolio
|
Q3 2024
Reduced 15.01%
|