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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
18,873
shares
|
$510,325
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
18,850
shares
|
$509,704
0.11% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
18,666
shares
|
$504,728
0.03% of portfolio
|
Q3 2024
Added 20.28%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
18,458
shares
|
$499,104
0.05% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
18,351
shares
|
$496,211
0.07% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
18,319
shares
|
$495,345
0.08% of portfolio
|
Q1 2024
Added 11.84%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
18,104
shares
|
$489,532
0.23% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
18,073
shares
|
$488,693
0.72% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 13, 2024 Q3 2024 |
18,059
shares
|
$488,315
0.58% of portfolio
|
Q3 2024
Added 53.34%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Nov 14, 2024 Q3 2024 |
18,027
shares
|
$487,450
0.54% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
17,984
shares
|
$486,287
0.5% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
17,860
shares
|
$482,934
0.04% of portfolio
|
Q3 2024
Reduced 41.16%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
17,800
shares
|
$481,312
0.05% of portfolio
|
Q2 2024
Reduced 8.61%
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
17,702
shares
|
$478,662
0.17% of portfolio
|
Q4 2024
Reduced 62.74%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
17,629
shares
|
$476,688
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
17,624
shares
|
$476,552
0.04% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
17,570
shares
|
$475,092
0.19% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
17,419
shares
|
$471,009
0.74% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
17,377
shares
|
$469,874
0.37% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
17,329
shares
|
$468,576
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
17,267
shares
|
$466,899
0.1% of portfolio
|
Q4 2024
Added 112.6%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
17,232
shares
|
$465,953
0.07% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
17,200
shares
|
$465,088
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
17,126
shares
|
$463,087
0.05% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
17,040
shares
|
$460,761
0.37% of portfolio
|
Q4 2024
Added 100.0%
|