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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Whelan Financial
|
Oct 28, 2024 Q3 2024 |
37,279
shares
|
$1.01 Million
0.79% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
37,136
shares
|
$1 Million
0.32% of portfolio
|
Q4 2024
Added 100.54%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
36,703
shares
|
$992,449
0.17% of portfolio
|
Q4 2024
Added 94.2%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
36,131
shares
|
$976,982
0.05% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
35,708
shares
|
$965,544
0.61% of portfolio
|
Q1 2023
Added 1.17%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
34,797
shares
|
$940,910
0.08% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
34,771
shares
|
$940,207
0.04% of portfolio
|
Q3 2024
Reduced 12.61%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
34,501
shares
|
$932,907
0.03% of portfolio
|
Q3 2024
Added 12.49%
|
|
|
Barden Capital Management, Inc.
|
Oct 18, 2024 Q3 2024 |
34,347
shares
|
$928,742
1.57% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
34,315
shares
|
$927,877
0.42% of portfolio
|
Q4 2024
Added 73.11%
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
34,229
shares
|
$925,552
0.57% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
33,772
shares
|
$913,194
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
33,524
shares
|
$906,488
0.32% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
33,495
shares
|
$905,704
0.07% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
32,933
shares
|
$890,508
0.63% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Ltg Capital LLC
|
Nov 01, 2024 Q3 2024 |
32,255
shares
|
$872,175
1.5% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
32,164
shares
|
$869,714
0.05% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
32,038
shares
|
$866,307
0.47% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 08, 2025 Q3 2024 |
31,758
shares
|
$858,736
0.88% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
31,481
shares
|
$851,246
2.0% of portfolio
|
Q3 2023
Reduced 8.29%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
31,444
shares
|
$850,245
0.04% of portfolio
|
Q3 2024
Added 94.98%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
31,403
shares
|
$849,137
0.51% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
31,326
shares
|
$847,055
0.31% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
31,250
shares
|
$845,000
0.36% of portfolio
|
Q3 2024
Reduced 1.14%
|