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 |
|---|---|---|---|---|---|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
13,956
shares
|
$377,370
0.14% of portfolio
|
Q3 2022
Added 0.3%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
13,944
shares
|
$377,045
0.54% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
13,745
shares
|
$371,664
0.14% of portfolio
|
Q4 2022
Reduced 8.9%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
13,735
shares
|
$371,394
0.01% of portfolio
|
Q4 2024
Added 84.29%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
13,684
shares
|
$370,015
0.19% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
13,624
shares
|
$368,392
0.19% of portfolio
|
Q4 2024
Added 98.37%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
13,623
shares
|
$368,365
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
13,594
shares
|
$367,581
0.41% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
13,472
shares
|
$364,282
0.03% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
13,410
shares
|
$362,606
0.06% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
13,318
shares
|
$360,118
0.67% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
13,316
shares
|
$360,064
0.12% of portfolio
|
Q3 2024
Added 165.1%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Jan 21, 2025 Q4 2024 |
13,291
shares
|
$359,388
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
13,283
shares
|
$359,172
0.02% of portfolio
|
Q3 2024
Added 37.35%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
13,258
shares
|
$358,496
0.31% of portfolio
|
Q3 2024
Added 9.79%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
12,954
shares
|
$350,276
0.08% of portfolio
|
Q3 2024
Added 11.51%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
12,937
shares
|
$349,816
0.02% of portfolio
|
Q3 2024
Reduced 25.52%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
12,899
shares
|
$348,788
0.01% of portfolio
|
Q4 2024
Added 100.14%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Oct 30, 2024 Q3 2024 |
12,888
shares
|
$348,491
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
12,882
shares
|
$348,329
0.0% of portfolio
|
Q3 2024
Added 25.64%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
12,800
shares
|
$346,112
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
12,794
shares
|
$345,949
0.34% of portfolio
|
Q2 2024
Reduced 7.58%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
12,747
shares
|
$344,678
0.0% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
12,706
shares
|
$343,570
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,583
shares
|
$340,244
0.78% of portfolio
|
Q3 2024
Added 71.36%
|