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 |
|---|---|---|---|---|---|
|
Apex Wealth Management, LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
26,647
shares
|
$637,662
0.56% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Apr 16, 2025 Q1 2025 |
26,536
shares
|
$635,006
0.91% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
26,425
shares
|
$632,350
0.13% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
26,117
shares
|
$624,979
0.14% of portfolio
|
Q1 2025
Reduced 41.65%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
26,063
shares
|
$623,687
0.25% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
26,003
shares
|
$622,251
0.25% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
25,969
shares
|
$621,438
0.0% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
25,923
shares
|
$620,337
0.44% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
25,851
shares
|
$618,614
0.82% of portfolio
|
Q2 2022
Added 2.23%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
25,825
shares
|
$617,992
0.28% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
25,588
shares
|
$612,320
0.29% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
25,557
shares
|
$611,579
0.02% of portfolio
|
Q4 2024
Added 347.98%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
25,147
shares
|
$601,767
0.02% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
25,143
shares
|
$601,671
0.02% of portfolio
|
Q1 2025
Reduced 17.54%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
24,986
shares
|
$597,914
0.07% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
24,843
shares
|
$594,492
0.35% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
24,627
shares
|
$589,324
0.09% of portfolio
|
Q1 2025
Added 45.77%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
24,550
shares
|
$587,481
0.19% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
24,543
shares
|
$587,313
0.02% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
24,504
shares
|
$586,380
0.0% of portfolio
|
Q1 2025
Added 29.3%
|
|
|
Pegasus Asset Management, Inc.
|
Apr 18, 2025 Q1 2025 |
24,502
shares
|
$586,332
0.24% of portfolio
|
Q4 2024
Added 65.74%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
24,396
shares
|
$583,796
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
24,303
shares
|
$581,570
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
24,234
shares
|
$579,919
0.12% of portfolio
|
Q1 2025
Reduced 8.64%
|
|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
24,008
shares
|
$574,511
0.19% of portfolio
|
Q1 2025
New holding
|