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 |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
130,614
shares
|
$3.13 Million
1.4% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
May 15, 2025 Q1 2025 |
129,386
shares
|
$3.1 Million
2.06% of portfolio
|
Q4 2024
Added 94.6%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
128,592
shares
|
$3.08 Million
0.21% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
127,230
shares
|
$3.04 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
126,179
shares
|
$3.02 Million
1.7% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
125,998
shares
|
$3.02 Million
0.31% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
125,994
shares
|
$3.02 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Liberty Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
125,821
shares
|
$3.01 Million
0.67% of portfolio
|
Q1 2025
Added 12.95%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
125,382
shares
|
$3 Million
0.42% of portfolio
|
Q4 2022
Reduced 11.73%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
May 12, 2025 Q1 2025 |
125,372
shares
|
$3 Million
1.03% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
124,943
shares
|
$2.99 Million
1.62% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
124,556
shares
|
$2.98 Million
0.04% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
124,338
shares
|
$2.98 Million
0.72% of portfolio
|
Q1 2025
Added 9.8%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
122,715
shares
|
$2.94 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
122,624
shares
|
$2.93 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
121,853
shares
|
$2.92 Million
0.04% of portfolio
|
Q1 2025
Added 10.88%
|
|
|
Consilium Wealth Advisory, LLC
|
Apr 17, 2025 Q1 2025 |
121,055
shares
|
$2.9 Million
1.44% of portfolio
|
Q1 2025
Reduced 23.61%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
May 14, 2025 Q1 2025 |
120,149
shares
|
$2.88 Million
0.77% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
119,948
shares
|
$2.87 Million
0.24% of portfolio
|
Q1 2025
Reduced 11.37%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
119,787
shares
|
$2.87 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
119,704
shares
|
$2.86 Million
1.5% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
118,818
shares
|
$2.84 Million
1.19% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
118,714
shares
|
$2.84 Million
1.34% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
116,048
shares
|
$2.78 Million
0.51% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
115,201
shares
|
$2.76 Million
0.55% of portfolio
|
Q3 2022
Reduced 1.89%
|