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 |
|---|---|---|---|---|---|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
60,161
shares
|
$1.63 Million
0.23% of portfolio
|
Q4 2024
Added 98.08%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 12, 2024 Q3 2024 |
60,036
shares
|
$1.62 Million
0.75% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
59,456
shares
|
$1.61 Million
1.34% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
59,341
shares
|
$1.6 Million
0.38% of portfolio
|
Q4 2024
Added 93.46%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
59,140
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.05%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
58,917
shares
|
$1.59 Million
0.03% of portfolio
|
Q3 2024
Added 8.64%
|
|
|
Greenhouse Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
58,914
shares
|
$1.59 Million
1.01% of portfolio
|
Q4 2024
Added 100.78%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
58,393
shares
|
$1.58 Million
0.24% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Nov 05, 2024 Q3 2024 |
58,096
shares
|
$1.57 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
57,873
shares
|
$1.56 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 13, 2025 Q4 2024 |
57,767
shares
|
$1.56 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
57,719
shares
|
$1.56 Million
0.04% of portfolio
|
Q4 2024
Added 182.27%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
56,985
shares
|
$1.54 Million
1.57% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
56,926
shares
|
$1.54 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
56,845
shares
|
$1.54 Million
0.64% of portfolio
|
Q4 2024
Reduced 51.49%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
55,939
shares
|
$1.51 Million
0.15% of portfolio
|
Q3 2024
Reduced 10.24%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
55,870
shares
|
$1.51 Million
0.07% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2024 Q3 2024 |
55,535
shares
|
$1.5 Million
0.97% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
55,519
shares
|
$1.5 Million
0.33% of portfolio
|
Q4 2024
Added 102.23%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
55,497
shares
|
$1.5 Million
0.64% of portfolio
|
Q3 2024
Added 21.7%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
55,352
shares
|
$1.5 Million
0.31% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 06, 2024 Q3 2024 |
55,046
shares
|
$1.49 Million
1.06% of portfolio
|
Q3 2024
Added 33.42%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
55,044
shares
|
$1.49 Million
0.08% of portfolio
|
Q3 2024
Reduced 39.36%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
54,051
shares
|
$1.46 Million
0.1% of portfolio
|
Q4 2024
Added 58.95%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
54,003
shares
|
$1.46 Million
1.47% of portfolio
|
Q3 2024
Reduced 0.01%
|