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 1,158 institutions that hold shares in the stock, with a total of 165 Million shares, which have been reported (via 13F filing form) to have a value of $4.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
1,024,416
shares
|
$27.6 Million
0.45% of portfolio
|
Q3 2024
Reduced 7.57%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
946,574
shares
|
$25.5 Million
0.5% of portfolio
|
Q4 2024
Added 106.93%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
916,130
shares
|
$24.7 Million
3.71% of portfolio
|
Q4 2024
Added 106.5%
|
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
888,471
shares
|
$23.9 Million
7.53% of portfolio
|
Q4 2024
Added 107.24%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
867,146
shares
|
$23.3 Million
6.17% of portfolio
|
Q4 2024
Added 103.59%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Oct 22, 2024 Q3 2024 |
832,280
shares
|
$22.4 Million
9.69% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Forth Right Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
821,140
shares
|
$22.1 Million
7.38% of portfolio
|
Q4 2024
Added 103.49%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
800,413
shares
|
$21.5 Million
2.16% of portfolio
|
Q3 2024
Added 11.47%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
779,074
shares
|
$21 Million
3.42% of portfolio
|
Q2 2023
Added 1.51%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
775,429
shares
|
$20.9 Million
6.13% of portfolio
|
Q4 2024
Added 97.29%
|
|
|
Fidelis I M, LLC
Medford, OR |
Jan 21, 2025 Q4 2024 |
764,326
shares
|
$20.6 Million
9.7% of portfolio
|
Q4 2024
Added 81.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
722,139
shares
|
$19.4 Million
0.09% of portfolio
|
Q3 2024
Reduced 59.35%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
705,754
shares
|
$19 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Jan 23, 2025 Q4 2024 |
697,698
shares
|
$18.8 Million
15.3% of portfolio
|
Q4 2024
New holding
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
670,493
shares
|
$18 Million
1.52% of portfolio
|
Q4 2024
Added 103.43%
|
|
|
Joule Financial, LLC
|
Jan 15, 2025 Q4 2024 |
667,432
shares
|
$18 Million
6.16% of portfolio
|
Q4 2024
Added 116.32%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
664,526
shares
|
$17.9 Million
1.38% of portfolio
|
Q4 2024
Added 95.09%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
663,482
shares
|
$17.9 Million
1.38% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
645,618
shares
|
$17.4 Million
4.0% of portfolio
|
Q4 2024
Added 98.42%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
635,493
shares
|
$17.1 Million
1.54% of portfolio
|
Q4 2024
Added 99.93%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
617,950
shares
|
$16.6 Million
0.38% of portfolio
|
Q4 2024
Added 95.87%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
592,191
shares
|
$15.9 Million
0.04% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
581,175
shares
|
$15.6 Million
2.71% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
532,878
shares
|
$14.3 Million
2.39% of portfolio
|
Q4 2024
Added 99.94%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
523,318
shares
|
$14.1 Million
0.01% of portfolio
|
Q3 2024
Added 3.73%
|