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 |
|---|---|---|---|---|---|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
55,417
shares
|
$1.33 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
55,375
shares
|
$1.33 Million
0.47% of portfolio
|
Q4 2024
Reduced 9.1%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
55,333
shares
|
$1.32 Million
0.29% of portfolio
|
Q1 2025
Added 18.51%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
55,000
shares
|
$1.32 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
May 14, 2025 Q1 2025 |
54,690
shares
|
$1.31 Million
1.36% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
54,377
shares
|
$1.3 Million
0.18% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
54,220
shares
|
$1.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Ironwood Wealth Management, Llc.
|
Apr 25, 2025 Q1 2025 |
54,218
shares
|
$1.3 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
54,141
shares
|
$1.3 Million
0.03% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
54,003
shares
|
$1.29 Million
1.47% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
53,794
shares
|
$1.29 Million
0.04% of portfolio
|
Q4 2023
Reduced 0.07%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
53,781
shares
|
$1.29 Million
0.28% of portfolio
|
Q1 2025
Added 80.18%
|
|
|
Summit Place Financial Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
53,750
shares
|
$1.29 Million
0.76% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
53,519
shares
|
$1.28 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
53,303
shares
|
$1.28 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Warwick Investment Management, Inc.
|
May 14, 2025 Q1 2025 |
52,838
shares
|
$1.26 Million
0.26% of portfolio
|
Q1 2025
Added 14.32%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
52,798
shares
|
$1.26 Million
0.52% of portfolio
|
Q4 2024
Added 96.07%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
52,374
shares
|
$1.25 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
52,350
shares
|
$1.25 Million
0.16% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Seek First Inc.
Campbell, CA |
May 13, 2025 Q1 2025 |
52,231
shares
|
$1.25 Million
1.09% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
51,971
shares
|
$1.24 Million
0.14% of portfolio
|
Q1 2025
Added 12.19%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
51,720
shares
|
$1.24 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
51,709
shares
|
$1.24 Million
0.11% of portfolio
|
Q4 2024
Added 109.27%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
51,550
shares
|
$1.23 Million
0.12% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
51,260
shares
|
$1.23 Million
0.97% of portfolio
|
Q1 2025
Added 0.08%
|