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 1,148 institutions that hold shares in the stock, with a total of 158 Million shares, which have been reported (via 13F filing form) to have a value of $4.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
83,709
shares
|
$2.26 Million
0.16% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
83,610
shares
|
$2.26 Million
0.08% of portfolio
|
Q4 2024
Added 109.87%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
83,479
shares
|
$2.26 Million
0.19% of portfolio
|
Q4 2024
Added 95.04%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
83,439
shares
|
$2.26 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
|
$2.25 Million
0.04% of portfolio
|
Q3 2024
Added 11.31%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
82,824
shares
|
$2.24 Million
0.22% of portfolio
|
Q3 2024
Added 111.76%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
82,799
shares
|
$2.24 Million
0.1% of portfolio
|
Q3 2024
Added 7.78%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
82,633
shares
|
$2.23 Million
1.87% of portfolio
|
Q4 2024
Added 99.24%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
82,438
shares
|
$2.23 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
81,991
shares
|
$2.22 Million
0.06% of portfolio
|
Q4 2024
Added 78.34%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
81,805
shares
|
$2.21 Million
2.33% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 08, 2025 Q4 2024 |
81,261
shares
|
$2.2 Million
0.61% of portfolio
|
Q4 2024
Added 98.82%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 30, 2024 Q3 2024 |
81,207
shares
|
$2.2 Million
3.34% of portfolio
|
Q3 2024
Reduced 7.55%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
80,439
shares
|
$2.18 Million
2.29% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
78,942
shares
|
$2.13 Million
1.01% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
78,714
shares
|
$2.13 Million
1.21% of portfolio
|
Q1 2023
Added 0.26%
|
|
|
Cutler Investment Counsel LLC
|
Nov 06, 2024 Q3 2024 |
78,572
shares
|
$2.12 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
78,464
shares
|
$2.12 Million
0.32% of portfolio
|
Q3 2024
Reduced 15.01%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
78,383
shares
|
$2.12 Million
0.26% of portfolio
|
Q4 2024
Added 75.02%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
78,335
shares
|
$2.12 Million
0.57% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
78,308
shares
|
$2.12 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
77,990
shares
|
$2.11 Million
1.03% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 29, 2024 Q3 2024 |
76,607
shares
|
$2.07 Million
1.88% of portfolio
|
Q3 2024
Added 6.7%
|
|
|
Von Berge Wealth Management Group, LLC
|
Nov 12, 2024 Q3 2024 |
76,472
shares
|
$2.07 Million
2.05% of portfolio
|
Q3 2024
Added 57.8%
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
76,116
shares
|
$2.06 Million
0.52% of portfolio
|
Q4 2024
Added 78.86%
|