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 |
|---|---|---|---|---|---|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
17,034
shares
|
$460,599
0.03% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
16,982
shares
|
$459,193
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Leverty Financial Group, LLC
|
Oct 16, 2024 Q3 2024 |
16,958
shares
|
$458,544
0.48% of portfolio
|
Q3 2024
Added 25.26%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
16,895
shares
|
$456,840
0.07% of portfolio
|
Q4 2024
Added 78.35%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
16,838
shares
|
$455,299
0.34% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
16,746
shares
|
$452,811
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
16,746
shares
|
$452,811
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
16,683
shares
|
$451,108
0.12% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
16,654
shares
|
$450,324
0.58% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
16,348
shares
|
$442,049
0.46% of portfolio
|
Q4 2024
Added 99.95%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
16,335
shares
|
$441,698
0.0% of portfolio
|
Q3 2024
Reduced 76.48%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
16,251
shares
|
$439,427
0.01% of portfolio
|
Q3 2023
Added 159.77%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
16,149
shares
|
$436,668
0.03% of portfolio
|
Q3 2022
Added 3.13%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
15,975
shares
|
$431,964
0.37% of portfolio
|
Q4 2024
Added 99.66%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
15,728
shares
|
$425,285
0.19% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
15,726
shares
|
$425,231
0.07% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
15,645
shares
|
$423,040
0.0% of portfolio
|
Q3 2024
Added 10.89%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
15,608
shares
|
$422,040
0.62% of portfolio
|
Q3 2024
Added 11.61%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
15,561
shares
|
$420,769
0.2% of portfolio
|
Q4 2023
Added 8.74%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
15,513
shares
|
$419,471
0.26% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
15,494
shares
|
$418,957
0.14% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
15,480
shares
|
$418,579
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
15,361
shares
|
$415,361
0.02% of portfolio
|
Q2 2024
Added 5.67%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
15,352
shares
|
$415,118
0.09% of portfolio
|
Q4 2024
Added 85.08%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,315
shares
|
$414,117
0.0% of portfolio
|
Q3 2022
Reduced 1.31%
|