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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
47,333
shares
|
$1.13 Million
0.09% of portfolio
|
Q1 2025
Reduced 43.3%
|
|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
46,902
shares
|
$1.12 Million
0.19% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
46,434
shares
|
$1.11 Million
0.07% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
46,232
shares
|
$1.11 Million
0.14% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Apr 24, 2025 Q1 2025 |
46,110
shares
|
$1.1 Million
0.85% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
46,002
shares
|
$1.1 Million
0.1% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
45,833
shares
|
$1.1 Million
0.43% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
45,774
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Added 9.45%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
45,668
shares
|
$1.09 Million
0.44% of portfolio
|
Q3 2022
Reduced 5.69%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
45,370
shares
|
$1.09 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
45,021
shares
|
$1.08 Million
0.07% of portfolio
|
Q4 2023
Added 14.84%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Apr 15, 2025 Q1 2025 |
44,843
shares
|
$1.07 Million
0.59% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
44,651
shares
|
$1.07 Million
0.4% of portfolio
|
Q1 2025
Reduced 9.76%
|
|
|
Oldfather Financial Services, LLC
|
May 01, 2025 Q1 2025 |
44,574
shares
|
$1.07 Million
0.4% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
44,473
shares
|
$1.06 Million
0.32% of portfolio
|
Q1 2025
Added 56.03%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
May 12, 2025 Q1 2025 |
44,462
shares
|
$1.06 Million
0.37% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Wisconsin Capital Management LLC
|
May 13, 2025 Q1 2025 |
44,000
shares
|
$1.05 Million
0.68% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Rede Wealth, LLC
|
May 14, 2025 Q1 2025 |
43,852
shares
|
$1.05 Million
0.37% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
May 01, 2025 Q1 2025 |
43,525
shares
|
$1.04 Million
0.28% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
43,321
shares
|
$1.04 Million
0.29% of portfolio
|
Q1 2025
Reduced 8.82%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
43,234
shares
|
$1.03 Million
0.05% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Peterson Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
42,428
shares
|
$1.02 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Apr 29, 2025 Q1 2025 |
42,078
shares
|
$1.01 Million
0.22% of portfolio
|
Q1 2025
Added 100.48%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 12, 2025 Q1 2025 |
42,033
shares
|
$1.01 Million
0.4% of portfolio
|
Q1 2025
Reduced 13.05%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Apr 29, 2025 Q1 2025 |
41,902
shares
|
$1 Million
0.97% of portfolio
|
Q1 2025
Added 0.25%
|