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 1,258 institutions that hold shares in the stock, with a total of 247 Million shares, which have been reported (via 13F filing form) to have a value of $5.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
26,393,000
shares
|
$632 Million
2.03% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
18,056,833
shares
|
$432 Million
0.03% of portfolio
|
Q1 2025
Reduced 61.03%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
14,336,581
shares
|
$343 Million
0.45% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
10,519,302
shares
|
$252 Million
2.07% of portfolio
|
Q4 2022
Added 5.05%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
5,098,334
shares
|
$122 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
4,783,873
shares
|
$114 Million
0.23% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
4,549,705
shares
|
$109 Million
0.1% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
4,082,538
shares
|
$97.7 Million
0.08% of portfolio
|
Q1 2025
Added 19.03%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,873,486
shares
|
$92.7 Million
0.02% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
3,799,951
shares
|
$90.9 Million
3.05% of portfolio
|
Q1 2025
Added 86.22%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
3,488,801
shares
|
$83.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 44.68%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
2,940,431
shares
|
$70.4 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
2,842,325
shares
|
$68 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
2,782,555
shares
|
$66.6 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
2,781,634
shares
|
$66.6 Million
0.09% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
2,549,130
shares
|
$61 Million
0.02% of portfolio
|
Q1 2025
Added 219.35%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
2,428,826
shares
|
$58.1 Million
0.11% of portfolio
|
Q1 2025
Added 1165.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,379,704
shares
|
$56.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
2,313,118
shares
|
$55.4 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,072,513
shares
|
$49.6 Million
4.27% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,934,964
shares
|
$46.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.72%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
1,811,711
shares
|
$43.4 Million
18.97% of portfolio
|
Q1 2025
Added 28.16%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
1,726,344
shares
|
$41.3 Million
0.31% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
1,623,361
shares
|
$38.8 Million
1.98% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
1,507,532
shares
|
$36.1 Million
0.49% of portfolio
|
Q1 2025
Added 5.04%
|