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 1,165 institutions that hold shares in the stock, with a total of 187 Million shares, which have been reported (via 13F filing form) to have a value of $5.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
34,315
shares
|
$916,553
0.42% of portfolio
|
Q4 2024
Added 73.11%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
34,271
shares
|
$915,378
0.3% of portfolio
|
Q4 2024
Added 103.53%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
34,240
shares
|
$914,550
0.03% of portfolio
|
Q4 2024
Added 101.01%
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
34,229
shares
|
$914,256
0.57% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
33,772
shares
|
$902,050
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
33,659
shares
|
$899,031
0.04% of portfolio
|
Q4 2024
Added 68.03%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
33,524
shares
|
$895,426
0.32% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
33,495
shares
|
$894,651
0.07% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
32,933
shares
|
$879,640
0.63% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
32,038
shares
|
$855,734
0.47% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
31,568
shares
|
$843,181
0.63% of portfolio
|
Q4 2024
Added 102.26%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
31,481
shares
|
$840,857
2.0% of portfolio
|
Q3 2023
Reduced 8.29%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
31,444
shares
|
$839,869
0.04% of portfolio
|
Q3 2024
Added 94.98%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
31,403
shares
|
$838,774
0.51% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
31,250
shares
|
$834,687
0.36% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
31,104
shares
|
$830,787
0.06% of portfolio
|
Q3 2024
Reduced 6.97%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
31,056
shares
|
$829,505
0.39% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Twele Capital Management, Inc.
|
Jan 14, 2025 Q4 2024 |
31,017
shares
|
$828,464
0.17% of portfolio
|
Q4 2024
Added 104.88%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
30,928
shares
|
$826,086
0.08% of portfolio
|
Q4 2024
Added 99.82%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
30,888
shares
|
$825,018
0.32% of portfolio
|
Q3 2024
Added 13.94%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
30,705
shares
|
$820,130
0.0% of portfolio
|
Q3 2024
Reduced 49.87%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
30,662
shares
|
$818,982
0.55% of portfolio
|
Q4 2024
Added 98.55%
|
|
|
Asset Planning Services Inc
|
Jan 17, 2025 Q4 2024 |
30,622
shares
|
$817,913
0.39% of portfolio
|
Q4 2024
Added 103.66%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
30,489
shares
|
$814,361
0.07% of portfolio
|
Q4 2024
Added 93.88%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
30,479
shares
|
$814,094
0.05% of portfolio
|
Q2 2020
Added 32.48%
|