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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
30,479
shares
|
$729,362
0.05% of portfolio
|
Q2 2020
Added 32.48%
|
|
|
Asset Planning Services Inc
|
Apr 23, 2025 Q1 2025 |
30,322
shares
|
$725,605
0.36% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
30,232
shares
|
$723,451
0.03% of portfolio
|
Q4 2024
Added 99.93%
|
|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
30,226
shares
|
$723,308
0.06% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
30,055
shares
|
$719,216
0.01% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
29,693
shares
|
$710,553
1.63% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
May 09, 2025 Q1 2025 |
29,048
shares
|
$695,118
0.44% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
29,008
shares
|
$694,161
0.09% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Apr 25, 2025 Q1 2025 |
28,984
shares
|
$693,587
0.59% of portfolio
|
Q1 2025
Added 6.5%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
28,788
shares
|
$688,896
0.27% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
28,732
shares
|
$687,556
0.02% of portfolio
|
Q1 2025
Reduced 20.89%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
28,532
shares
|
$682,770
0.01% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
28,392
shares
|
$679,420
0.0% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
28,125
shares
|
$673,031
0.25% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
27,870
shares
|
$666,929
0.37% of portfolio
|
Q4 2024
Added 105.02%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
27,747
shares
|
$663,985
0.05% of portfolio
|
Q1 2025
Added 252.88%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
27,640
shares
|
$661,425
0.01% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
27,427
shares
|
$656,328
0.07% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Apr 22, 2025 Q1 2025 |
27,349
shares
|
$654,461
0.21% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
27,297
shares
|
$653,217
0.28% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
May 13, 2025 Q1 2025 |
27,169
shares
|
$650,154
0.19% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
26,961
shares
|
$645,176
0.1% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
26,930
shares
|
$644,434
0.05% of portfolio
|
Q4 2024
Added 97.68%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
May 13, 2025 Q1 2025 |
26,923
shares
|
$644,267
0.38% of portfolio
|
Q1 2025
Added 22.77%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
26,658
shares
|
$637,925
0.08% of portfolio
|
Q1 2025
Reduced 3.73%
|