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 |
|---|---|---|---|---|---|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
50,678
shares
|
$1.21 Million
0.02% of portfolio
|
Q4 2024
Added 92.96%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
50,564
shares
|
$1.21 Million
0.27% of portfolio
|
Q2 2024
Reduced 3.72%
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
50,368
shares
|
$1.21 Million
0.65% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
May 05, 2025 Q1 2025 |
49,827
shares
|
$1.19 Million
1.29% of portfolio
|
Q1 2025
Added 10.72%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
49,768
shares
|
$1.19 Million
0.27% of portfolio
|
Q1 2025
Reduced 14.24%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
49,378
shares
|
$1.18 Million
0.22% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
49,258
shares
|
$1.18 Million
0.5% of portfolio
|
Q1 2025
Reduced 11.63%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
49,192
shares
|
$1.18 Million
0.05% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Blossom Wealth Management
|
Apr 22, 2025 Q1 2025 |
49,073
shares
|
$1.17 Million
2.32% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
49,035
shares
|
$1.17 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Bck Partners, Inc.
|
Apr 25, 2025 Q1 2025 |
48,990
shares
|
$1.17 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
48,916
shares
|
$1.17 Million
1.04% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
48,838
shares
|
$1.17 Million
0.33% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
48,730
shares
|
$1.17 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Apr 25, 2025 Q1 2025 |
48,640
shares
|
$1.16 Million
0.41% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
48,362
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 38.68%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
48,280
shares
|
$1.16 Million
0.31% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
48,269
shares
|
$1.16 Million
0.04% of portfolio
|
Q1 2025
Added 6.35%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
48,235
shares
|
$1.15 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
48,223
shares
|
$1.15 Million
0.16% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
48,071
shares
|
$1.15 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
48,060
shares
|
$1.15 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
47,913
shares
|
$1.15 Million
0.9% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Apr 17, 2025 Q1 2025 |
47,818
shares
|
$1.14 Million
0.71% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
47,766
shares
|
$1.14 Million
0.04% of portfolio
|
Q1 2025
Added 22.94%
|