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 |
|---|---|---|---|---|---|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
25,690
shares
|
$694,657
0.09% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
25,554
shares
|
$690,980
0.03% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
25,402
shares
|
$686,870
0.02% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
25,175
shares
|
$680,732
0.76% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
25,170
shares
|
$680,596
0.02% of portfolio
|
Q3 2024
Added 80.72%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
25,092
shares
|
$678,487
0.27% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
24,759
shares
|
$669,483
0.03% of portfolio
|
Q4 2024
Added 99.99%
|
|
|
Blossom Wealth Management
|
Oct 22, 2024 Q3 2024 |
24,729
shares
|
$668,672
2.58% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
24,709
shares
|
$668,131
0.17% of portfolio
|
Q3 2024
Added 10.4%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
24,576
shares
|
$664,535
0.09% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
24,487
shares
|
$662,128
0.9% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
24,396
shares
|
$659,667
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
24,289
shares
|
$656,774
0.06% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
24,016
shares
|
$649,392
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
24,003
shares
|
$649,041
0.45% of portfolio
|
Q2 2024
New holding
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
23,950
shares
|
$647,608
0.99% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
23,909
shares
|
$646,499
0.18% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
23,848
shares
|
$644,849
0.23% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
23,779
shares
|
$642,984
0.96% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
23,563
shares
|
$637,143
0.0% of portfolio
|
Q3 2024
Reduced 84.83%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
23,505
shares
|
$635,575
0.83% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
23,282
shares
|
$629,545
0.01% of portfolio
|
Q3 2024
Added 11.24%
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
23,162
shares
|
$626,300
0.28% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
23,156
shares
|
$626,138
0.14% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
22,925
shares
|
$619,892
0.05% of portfolio
|
Q4 2024
Added 121.54%
|