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 |
|---|---|---|---|---|---|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
31,104
shares
|
$841,052
0.06% of portfolio
|
Q3 2024
Reduced 6.97%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
31,056
shares
|
$839,754
0.39% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Twele Capital Management, Inc.
|
Jan 14, 2025 Q4 2024 |
31,017
shares
|
$838,699
0.17% of portfolio
|
Q4 2024
Added 104.88%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
30,928
shares
|
$836,293
0.08% of portfolio
|
Q4 2024
Added 99.82%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
30,888
shares
|
$835,211
0.32% of portfolio
|
Q3 2024
Added 13.94%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
30,705
shares
|
$830,263
0.0% of portfolio
|
Q3 2024
Reduced 49.87%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
30,662
shares
|
$829,100
0.55% of portfolio
|
Q4 2024
Added 98.55%
|
|
|
Asset Planning Services Inc
|
Jan 17, 2025 Q4 2024 |
30,622
shares
|
$828,018
0.39% of portfolio
|
Q4 2024
Added 103.66%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
30,479
shares
|
$824,152
0.05% of portfolio
|
Q2 2020
Added 32.48%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
30,443
shares
|
$823,178
0.64% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
30,232
shares
|
$817,473
0.04% of portfolio
|
Q4 2024
Added 99.93%
|
|
|
Strategic Equity Management
|
Nov 05, 2024 Q3 2024 |
30,146
shares
|
$815,147
0.84% of portfolio
|
Q3 2024
Added 101.27%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
30,117
shares
|
$814,363
0.18% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
29,993
shares
|
$811,010
0.01% of portfolio
|
Q4 2024
Added 169.09%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
29,916
shares
|
$808,928
0.44% of portfolio
|
Q3 2024
Added 491.81%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
29,693
shares
|
$802,898
1.63% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
29,540
shares
|
$798,761
0.47% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
29,450
shares
|
$796,328
0.43% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
29,000
shares
|
$784,160
0.49% of portfolio
|
Q3 2024
Added 99.77%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
28,686
shares
|
$775,669
0.1% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
28,503
shares
|
$770,721
0.22% of portfolio
|
Q4 2024
Added 213.36%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
28,457
shares
|
$769,477
0.03% of portfolio
|
Q3 2024
Reduced 8.45%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
28,346
shares
|
$766,475
0.16% of portfolio
|
Q4 2024
Added 84.98%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
28,270
shares
|
$764,420
0.26% of portfolio
|
Q4 2024
Reduced 63.57%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 08, 2024 Q3 2024 |
28,189
shares
|
$762,230
0.44% of portfolio
|
Q3 2024
Reduced 1.06%
|