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 |
|---|---|---|---|---|---|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Apr 21, 2025 Q1 2025 |
115,188
shares
|
$2.76 Million
3.74% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Apr 30, 2025 Q1 2025 |
114,625
shares
|
$2.74 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
114,452
shares
|
$2.74 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
114,074
shares
|
$2.73 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Capital Insight Partners, LLC
|
Apr 30, 2025 Q1 2025 |
113,653
shares
|
$2.72 Million
0.47% of portfolio
|
Q1 2025
Reduced 15.24%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
111,636
shares
|
$2.67 Million
0.07% of portfolio
|
Q1 2025
Added 14.0%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
111,128
shares
|
$2.66 Million
1.43% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Gleason Group, Inc.
|
Apr 11, 2025 Q1 2025 |
110,997
shares
|
$2.66 Million
0.48% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Harbor Group, Inc.
|
Apr 10, 2025 Q1 2025 |
110,984
shares
|
$2.66 Million
0.52% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
110,909
shares
|
$2.65 Million
0.05% of portfolio
|
Q1 2025
Added 259.37%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
110,774
shares
|
$2.65 Million
0.01% of portfolio
|
Q1 2025
Reduced 85.88%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
110,509
shares
|
$2.64 Million
0.7% of portfolio
|
Q1 2025
Reduced 80.09%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
110,376
shares
|
$2.64 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
109,966
shares
|
$2.63 Million
0.19% of portfolio
|
Q1 2025
Reduced 16.95%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
109,952
shares
|
$2.63 Million
0.88% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
109,798
shares
|
$2.63 Million
0.0% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
109,446
shares
|
$2.62 Million
0.58% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
108,182
shares
|
$2.59 Million
0.93% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
108,074
shares
|
$2.59 Million
0.02% of portfolio
|
Q1 2025
Added 21.97%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
107,802
shares
|
$2.58 Million
0.13% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
107,285
shares
|
$2.57 Million
0.33% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
106,012
shares
|
$2.54 Million
0.09% of portfolio
|
Q4 2024
Added 106.05%
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
105,184
shares
|
$2.52 Million
0.46% of portfolio
|
Q1 2025
Added 81.75%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
104,522
shares
|
$2.5 Million
0.24% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
104,326
shares
|
$2.5 Million
0.66% of portfolio
|
Q1 2025
Added 2.52%
|