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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
20,447
shares
|
$552,886
0.14% of portfolio
|
Q4 2024
Added 90.86%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
20,229
shares
|
$546,992
0.0% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
20,127
shares
|
$544,234
0.19% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
20,031
shares
|
$541,638
0.05% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
19,951
shares
|
$539,475
0.04% of portfolio
|
Q4 2024
Added 100.05%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
19,950
shares
|
$539,448
0.04% of portfolio
|
Q4 2024
Added 101.05%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
19,830
shares
|
$536,203
0.09% of portfolio
|
Q4 2024
Added 164.72%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
19,825
shares
|
$536,068
0.41% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
19,821
shares
|
$535,959
0.28% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
19,767
shares
|
$534,499
0.08% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
19,717
shares
|
$533,147
1.49% of portfolio
|
Q3 2022
Added 4.79%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
19,697
shares
|
$532,606
0.2% of portfolio
|
Q3 2024
Reduced 11.24%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
19,615
shares
|
$530,389
0.05% of portfolio
|
Q4 2024
Added 90.92%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
19,488
shares
|
$526,955
0.06% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
19,461
shares
|
$526,225
0.02% of portfolio
|
Q3 2024
Added 10.17%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
19,392
shares
|
$524,359
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
19,343
shares
|
$523,034
0.43% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
19,205
shares
|
$519,303
0.22% of portfolio
|
Q1 2023
Added 0.33%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
19,131
shares
|
$517,302
0.03% of portfolio
|
Q3 2024
Added 9.19%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
19,115
shares
|
$516,869
0.86% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
19,113
shares
|
$516,815
0.28% of portfolio
|
Q4 2024
Added 118.96%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
19,108
shares
|
$516,680
0.04% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
19,093
shares
|
$516,274
0.29% of portfolio
|
Q3 2024
Added 58.5%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
19,004
shares
|
$513,868
0.1% of portfolio
|
Q1 2024
Reduced 5.04%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
18,994
shares
|
$513,597
0.33% of portfolio
|
Q3 2024
Reduced 5.58%
|