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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 22, 2025 Q4 2024 |
12,464
shares
|
$337,026
0.21% of portfolio
|
Q4 2024
Added 98.91%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
12,420
shares
|
$335,836
0.16% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
12,384
shares
|
$334,863
0.04% of portfolio
|
Q4 2024
Added 100.1%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
12,383
shares
|
$334,836
0.17% of portfolio
|
Q4 2024
Added 106.25%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
12,378
shares
|
$334,701
0.1% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
12,375
shares
|
$334,620
0.24% of portfolio
|
Q4 2024
Added 72.55%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
12,313
shares
|
$332,943
0.06% of portfolio
|
Q3 2022
Added 11.45%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
12,225
shares
|
$330,564
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Oct 28, 2024 Q3 2024 |
12,196
shares
|
$329,779
0.15% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
12,149
shares
|
$328,508
0.32% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
12,053
shares
|
$325,913
0.17% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
12,042
shares
|
$325,615
0.12% of portfolio
|
Q4 2024
Added 98.19%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
12,000
shares
|
$324,480
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 23, 2024 Q3 2024 |
11,968
shares
|
$323,614
0.58% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
11,888
shares
|
$321,451
0.05% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
11,873
shares
|
$321,045
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
11,804
shares
|
$319,180
0.01% of portfolio
|
Q3 2024
Added 9.31%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
11,742
shares
|
$317,503
0.04% of portfolio
|
Q4 2024
Added 94.63%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
11,736
shares
|
$317,341
0.01% of portfolio
|
Q3 2024
Added 43.16%
|
|
|
J2 Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
11,724
shares
|
$317,016
0.29% of portfolio
|
Q4 2024
New holding
|