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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
15,297
shares
|
$413,630
0.1% of portfolio
|
Q2 2023
Added 19.3%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jan 15, 2025 Q4 2024 |
15,200
shares
|
$411,008
0.1% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
15,186
shares
|
$410,629
0.11% of portfolio
|
Q4 2024
Added 136.14%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
15,128
shares
|
$409,061
0.01% of portfolio
|
Q3 2024
Reduced 53.8%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
15,121
shares
|
$408,871
0.45% of portfolio
|
Q4 2023
Reduced 13.52%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
15,099
shares
|
$408,276
0.03% of portfolio
|
Q3 2024
Reduced 45.04%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
15,063
shares
|
$407,303
0.04% of portfolio
|
Q4 2024
Added 106.99%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
15,056
shares
|
$407,114
0.14% of portfolio
|
Q4 2024
Added 98.81%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
15,015
shares
|
$406,005
0.07% of portfolio
|
Q4 2024
Added 100.09%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
14,992
shares
|
$405,383
0.24% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
14,972
shares
|
$404,842
0.07% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
14,966
shares
|
$404,680
0.01% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
14,875
shares
|
$402,220
0.01% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Pegasus Asset Management, Inc.
|
Oct 21, 2024 Q3 2024 |
14,783
shares
|
$399,732
0.23% of portfolio
|
Q2 2024
Reduced 3.19%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
14,726
shares
|
$398,191
0.15% of portfolio
|
Q3 2024
Added 127.92%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
14,654
shares
|
$396,244
0.02% of portfolio
|
Q1 2024
Reduced 2.2%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
14,645
shares
|
$396,000
0.08% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
14,519
shares
|
$392,593
0.01% of portfolio
|
Q4 2024
Added 99.88%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
14,518
shares
|
$392,566
0.07% of portfolio
|
Q4 2024
Added 81.09%
|