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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
22,921
shares
|
$619,783
0.04% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
22,795
shares
|
$616,376
0.05% of portfolio
|
Q3 2024
Added 99.15%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
22,727
shares
|
$614,538
0.22% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
22,684
shares
|
$613,375
0.11% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Nov 06, 2024 Q3 2024 |
22,348
shares
|
$604,289
0.4% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
22,199
shares
|
$600,260
0.12% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Wisconsin Capital Management LLC
|
Oct 30, 2024 Q3 2024 |
22,000
shares
|
$594,880
0.6% of portfolio
|
Q3 2024
Reduced 18.52%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
21,930
shares
|
$592,987
0.12% of portfolio
|
Q4 2024
Added 99.64%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
21,850
shares
|
$590,824
0.04% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
21,831
shares
|
$590,310
0.31% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
21,797
shares
|
$589,390
0.1% of portfolio
|
Q3 2024
Added 71.56%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Oct 15, 2024 Q3 2024 |
21,763
shares
|
$588,471
0.33% of portfolio
|
Q4 2023
Reduced 4.16%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
21,715
shares
|
$587,173
0.25% of portfolio
|
Q3 2024
Added 20.87%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
21,513
shares
|
$581,711
0.37% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
21,431
shares
|
$579,494
0.68% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
21,057
shares
|
$569,381
0.01% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
20,994
shares
|
$567,677
0.03% of portfolio
|
Q4 2024
Added 89.32%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
20,965
shares
|
$566,893
1.61% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Econ Financial Services Corp
|
Oct 18, 2024 Q3 2024 |
20,886
shares
|
$564,757
0.61% of portfolio
|
Q3 2024
Reduced 18.5%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
20,874
shares
|
$564,432
0.54% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
20,654
shares
|
$558,484
0.41% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
20,574
shares
|
$556,320
0.08% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
20,450
shares
|
$552,968
0.05% of portfolio
|
Q3 2024
Added 4.01%
|