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 1,165 institutions that hold shares in the stock, with a total of 187 Million shares, which have been reported (via 13F filing form) to have a value of $5.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
56,985
shares
|
$1.52 Million
1.57% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
56,845
shares
|
$1.52 Million
0.64% of portfolio
|
Q4 2024
Reduced 51.49%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
55,870
shares
|
$1.49 Million
0.07% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
55,519
shares
|
$1.48 Million
0.33% of portfolio
|
Q4 2024
Added 102.23%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
55,352
shares
|
$1.48 Million
0.31% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
54,752
shares
|
$1.46 Million
0.06% of portfolio
|
Q4 2024
Added 100.93%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
54,051
shares
|
$1.44 Million
0.1% of portfolio
|
Q4 2024
Added 58.95%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
54,003
shares
|
$1.44 Million
1.47% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
53,818
shares
|
$1.44 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
53,794
shares
|
$1.44 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
|
$1.43 Million
0.05% of portfolio
|
Q4 2024
Added 98.07%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
53,286
shares
|
$1.42 Million
0.03% of portfolio
|
Q4 2024
Added 173.81%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
53,191
shares
|
$1.42 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
52,849
shares
|
$1.41 Million
0.6% of portfolio
|
Q4 2024
Added 86.88%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
52,798
shares
|
$1.41 Million
0.57% of portfolio
|
Q4 2024
Added 96.07%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
52,790
shares
|
$1.41 Million
0.86% of portfolio
|
Q4 2024
Added 121.45%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
52,322
shares
|
$1.4 Million
0.17% of portfolio
|
Q4 2024
Added 98.84%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
52,312
shares
|
$1.4 Million
0.05% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
52,181
shares
|
$1.39 Million
0.37% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
51,601
shares
|
$1.38 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
|
$1.37 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
51,241
shares
|
$1.37 Million
0.44% of portfolio
|
Q4 2024
Added 90.42%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
51,076
shares
|
$1.36 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
50,559
shares
|
$1.35 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
50,124
shares
|
$1.34 Million
0.44% of portfolio
|
Q3 2024
Reduced 26.12%
|