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 1,257 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 |
|---|---|---|---|---|---|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
154,216
shares
|
$3.69 Million
1.0% of portfolio
|
Q1 2025
Reduced 15.49%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
154,063
shares
|
$3.69 Million
0.6% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
153,540
shares
|
$3.67 Million
0.36% of portfolio
|
Q4 2024
Added 120.32%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
153,360
shares
|
$3.67 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Apr 30, 2025 Q1 2025 |
148,881
shares
|
$3.56 Million
2.77% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
148,674
shares
|
$3.56 Million
0.01% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
146,716
shares
|
$3.51 Million
0.27% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
146,145
shares
|
$3.5 Million
0.14% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
145,990
shares
|
$3.49 Million
0.62% of portfolio
|
Q1 2025
Reduced 19.31%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
145,622
shares
|
$3.48 Million
0.48% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
144,688
shares
|
$3.46 Million
4.09% of portfolio
|
Q2 2023
New holding
|
|
|
Juncture Wealth Strategies, LLC
|
Apr 09, 2025 Q1 2025 |
143,647
shares
|
$3.44 Million
1.33% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Leisure Capital Management
|
May 09, 2025 Q1 2025 |
142,549
shares
|
$3.41 Million
1.42% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
May 12, 2025 Q1 2025 |
142,458
shares
|
$3.41 Million
1.9% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
141,092
shares
|
$3.38 Million
0.9% of portfolio
|
Q1 2025
Reduced 9.71%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
141,092
shares
|
$3.38 Million
0.18% of portfolio
|
Q4 2023
Added 8.14%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
140,373
shares
|
$3.36 Million
0.67% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
136,740
shares
|
$3.27 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
135,914
shares
|
$3.25 Million
0.43% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
135,718
shares
|
$3.25 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Outfitter Financial LLC
|
May 05, 2025 Q1 2025 |
133,921
shares
|
$3.2 Million
2.84% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
133,900
shares
|
$3.2 Million
0.03% of portfolio
|
Q1 2025
Added 9.81%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
133,377
shares
|
$3.19 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
May 15, 2025 Q1 2025 |
131,948
shares
|
$3.16 Million
2.5% of portfolio
|
Q1 2025
Added 62.44%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
130,946
shares
|
$3.13 Million
0.08% of portfolio
|
Q1 2025
Reduced 6.21%
|