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 |
|---|---|---|---|---|---|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,334,111
shares
|
$31.9 Million
3.24% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,313,951
shares
|
$31.4 Million
2.78% of portfolio
|
Q2 2023
Added 1.99%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,273,004
shares
|
$30.5 Million
1.37% of portfolio
|
Q1 2025
Added 65.45%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,246,030
shares
|
$29.8 Million
0.07% of portfolio
|
Q1 2025
Added 181.01%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
May 01, 2025 Q1 2025 |
1,243,442
shares
|
$29.8 Million
6.01% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
1,216,608
shares
|
$29.1 Million
3.44% of portfolio
|
Q1 2025
Added 16.34%
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
1,199,566
shares
|
$28.7 Million
1.21% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
1,183,618
shares
|
$28.3 Million
0.05% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,136,757
shares
|
$27.2 Million
0.06% of portfolio
|
Q1 2025
Reduced 14.52%
|
|
|
Mokosak Advisory Group, LLC
|
Apr 22, 2025 Q1 2025 |
1,134,492
shares
|
$27.1 Million
8.21% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Legacy Wealth Management, Inc
|
Apr 24, 2025 Q1 2025 |
1,109,511
shares
|
$26.6 Million
1.73% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
1,057,514
shares
|
$25.3 Million
2.71% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Golden Reserve Retirement LLC
Dublin, OH |
May 07, 2025 Q1 2025 |
1,012,047
shares
|
$24.2 Million
9.43% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,010,340
shares
|
$24.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
949,083
shares
|
$22.7 Million
3.45% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
943,056
shares
|
$22.6 Million
0.74% of portfolio
|
Q1 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
941,078
shares
|
$22.5 Million
0.06% of portfolio
|
Q1 2025
Added 22.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
925,623
shares
|
$22.2 Million
0.0% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
914,666
shares
|
$21.9 Million
0.04% of portfolio
|
Q1 2025
Added 13.17%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2025 Q1 2025 |
906,377
shares
|
$21.7 Million
5.85% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
903,752
shares
|
$21.6 Million
0.0% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
855,785
shares
|
$20.5 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Forth Right Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
838,818
shares
|
$20.1 Million
6.89% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
779,074
shares
|
$18.6 Million
3.42% of portfolio
|
Q2 2023
Added 1.51%
|
|
|
Strategic Financial Planning, Inc.
|
May 14, 2025 Q1 2025 |
761,450
shares
|
$18.2 Million
12.31% of portfolio
|
Q1 2025
Added 0.07%
|