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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
81,030
shares
|
$1.94 Million
0.02% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
80,972
shares
|
$1.94 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
80,443
shares
|
$1.93 Million
0.24% of portfolio
|
Q1 2025
Reduced 12.67%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Apr 10, 2025 Q1 2025 |
79,973
shares
|
$1.91 Million
0.55% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
79,440
shares
|
$1.9 Million
0.26% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
78,887
shares
|
$1.89 Million
0.03% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
78,714
shares
|
$1.88 Million
1.21% of portfolio
|
Q1 2023
Added 0.26%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
78,211
shares
|
$1.87 Million
0.41% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
78,142
shares
|
$1.87 Million
0.33% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Von Berge Wealth Management Group, LLC
|
Apr 25, 2025 Q1 2025 |
77,917
shares
|
$1.86 Million
1.17% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
77,102
shares
|
$1.85 Million
0.83% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
77,074
shares
|
$1.84 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.89%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
75,580
shares
|
$1.81 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Moller Financial Services
|
Apr 09, 2025 Q1 2025 |
75,114
shares
|
$1.8 Million
0.44% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
74,879
shares
|
$1.79 Million
0.74% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
74,443
shares
|
$1.78 Million
0.03% of portfolio
|
Q1 2025
Added 223.76%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
73,800
shares
|
$1.77 Million
0.1% of portfolio
|
Q1 2025
Reduced 16.11%
|
|
|
Whelan Financial
|
Apr 29, 2025 Q1 2025 |
72,844
shares
|
$1.74 Million
0.66% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
72,451
shares
|
$1.73 Million
0.57% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
72,387
shares
|
$1.73 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
72,180
shares
|
$1.73 Million
0.29% of portfolio
|
Q4 2022
Reduced 31.93%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
71,903
shares
|
$1.72 Million
0.13% of portfolio
|
Q1 2023
Reduced 1.85%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
71,844
shares
|
$1.72 Million
0.04% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
71,649
shares
|
$1.71 Million
0.3% of portfolio
|
Q1 2025
Reduced 12.4%
|
|
|
Sws Partners
|
May 19, 2025 Q1 2025 |
71,201
shares
|
$1.7 Million
0.55% of portfolio
|
Q4 2024
Added 108.01%
|