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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
53,818
shares
|
$1.46 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
53,794
shares
|
$1.45 Million
0.04% of portfolio
|
Q4 2023
Reduced 0.07%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
53,561
shares
|
$1.45 Million
0.05% of portfolio
|
Q4 2024
Added 98.07%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
53,191
shares
|
$1.44 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
52,849
shares
|
$1.43 Million
0.6% of portfolio
|
Q4 2024
Added 86.88%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
52,790
shares
|
$1.43 Million
0.86% of portfolio
|
Q4 2024
Added 121.45%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
52,312
shares
|
$1.41 Million
0.05% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
52,181
shares
|
$1.41 Million
0.37% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
51,995
shares
|
$1.41 Million
1.0% of portfolio
|
Q3 2024
Added 24.87%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
51,601
shares
|
$1.4 Million
0.71% of portfolio
|
Q3 2024
Reduced 91.63%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
51,450
shares
|
$1.39 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
51,147
shares
|
$1.38 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
51,076
shares
|
$1.38 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
51,053
shares
|
$1.38 Million
0.15% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
50,559
shares
|
$1.37 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
50,124
shares
|
$1.36 Million
0.44% of portfolio
|
Q3 2024
Reduced 26.12%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
49,708
shares
|
$1.34 Million
0.32% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
49,675
shares
|
$1.34 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
49,481
shares
|
$1.34 Million
0.48% of portfolio
|
Q4 2024
Added 97.53%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
49,296
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
49,083
shares
|
$1.33 Million
0.21% of portfolio
|
Q4 2024
Added 87.5%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
48,980
shares
|
$1.32 Million
0.4% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
48,635
shares
|
$1.32 Million
0.26% of portfolio
|
Q4 2024
Added 135.11%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
48,421
shares
|
$1.31 Million
0.56% of portfolio
|
Q2 2024
Reduced 1.84%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
48,283
shares
|
$1.31 Million
1.34% of portfolio
|
Q3 2024
Reduced 2.09%
|