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 |
|---|---|---|---|---|---|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
42,256
shares
|
$1.14 Million
0.3% of portfolio
|
Q4 2024
Added 79.55%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
42,029
shares
|
$1.14 Million
0.16% of portfolio
|
Q4 2024
Added 102.22%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
41,842
shares
|
$1.13 Million
0.41% of portfolio
|
Q4 2024
Added 101.22%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
41,646
shares
|
$1.13 Million
0.17% of portfolio
|
Q3 2022
Reduced 4.84%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
41,396
shares
|
$1.12 Million
0.15% of portfolio
|
Q3 2024
Added 82.17%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
41,206
shares
|
$1.11 Million
0.1% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
41,086
shares
|
$1.11 Million
1.3% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
40,662
shares
|
$1.1 Million
0.14% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
40,560
shares
|
$1.1 Million
0.47% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
40,360
shares
|
$1.09 Million
0.3% of portfolio
|
Q4 2024
Added 85.04%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
40,039
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
39,967
shares
|
$1.08 Million
0.53% of portfolio
|
Q3 2024
Added 17.51%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
39,754
shares
|
$1.07 Million
0.29% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
39,620
shares
|
$1.07 Million
1.03% of portfolio
|
Q4 2023
Reduced 6.36%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
39,536
shares
|
$1.07 Million
1.11% of portfolio
|
Q4 2023
Added 1.59%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
39,338
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
39,212
shares
|
$1.06 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
38,628
shares
|
$1.04 Million
1.63% of portfolio
|
Q4 2023
New holding
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
38,591
shares
|
$1.04 Million
0.54% of portfolio
|
Q4 2024
Added 149.28%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
38,459
shares
|
$1.04 Million
0.38% of portfolio
|
Q2 2024
Reduced 89.5%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
38,182
shares
|
$1.03 Million
0.92% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
37,842
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Reduced 18.91%
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
37,332
shares
|
$1.01 Million
1.07% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
37,320
shares
|
$1.01 Million
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
37,282
shares
|
$1.01 Million
0.49% of portfolio
|
Q4 2024
Added 80.95%
|