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 |
|---|---|---|---|---|---|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
94,434
shares
|
$2.26 Million
0.29% of portfolio
|
Q1 2025
Added 20.48%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
94,156
shares
|
$2.25 Million
0.16% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
93,964
shares
|
$2.25 Million
1.2% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
92,027
shares
|
$2.2 Million
1.32% of portfolio
|
Q1 2025
Added 11.93%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
91,540
shares
|
$2.19 Million
1.76% of portfolio
|
Q1 2025
Reduced 82.65%
|
|
|
Madden Securities Corp
|
Apr 14, 2025 Q1 2025 |
91,331
shares
|
$2.19 Million
0.9% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
91,116
shares
|
$2.18 Million
1.74% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
91,104
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2024
Added 8.71%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
90,000
shares
|
$2.15 Million
0.78% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
89,355
shares
|
$2.14 Million
2.03% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
88,949
shares
|
$2.13 Million
1.44% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
May 14, 2025 Q1 2025 |
87,742
shares
|
$2.1 Million
1.11% of portfolio
|
Q1 2025
Added 13.57%
|
|
|
Elm Partners Management LLC
|
May 13, 2025 Q1 2025 |
87,723
shares
|
$2.1 Million
0.16% of portfolio
|
Q1 2025
Reduced 31.72%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
87,710
shares
|
$2.1 Million
0.56% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
87,123
shares
|
$2.08 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
86,937
shares
|
$2.08 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Rinkey Investments
San Diego, CA |
May 15, 2025 Q1 2025 |
86,323
shares
|
$2.07 Million
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Apr 21, 2025 Q1 2025 |
86,208
shares
|
$2.06 Million
1.69% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
86,167
shares
|
$2.06 Million
0.13% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
85,706
shares
|
$2.05 Million
0.13% of portfolio
|
Q1 2025
Reduced 14.05%
|
|
|
Sage Financial Management Group, Inc.
|
Apr 23, 2025 Q1 2025 |
84,036
shares
|
$2.01 Million
0.71% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
83,752
shares
|
$2 Million
0.71% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
83,439
shares
|
$2 Million
1.14% of portfolio
|
Q2 2023
Added 0.07%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
83,398
shares
|
$2 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Guardian Financial Partners, LLC
|
Apr 22, 2025 Q1 2025 |
82,528
shares
|
$1.97 Million
1.22% of portfolio
|
Q1 2025
Added 11.28%
|