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 1,261 institutions that hold shares in the stock, with a total of 248 Million shares, which have been reported (via 13F filing form) to have a value of $6.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
22,183
shares
|
$569,659
0.08% of portfolio
|
Q1 2025
Added 21.79%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
22,153
shares
|
$568,889
0.05% of portfolio
|
Q1 2025
Reduced 16.92%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
22,134
shares
|
$568,401
0.02% of portfolio
|
Q1 2025
Added 8.46%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
21,931
shares
|
$563,188
0.02% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
21,930
shares
|
$563,162
0.1% of portfolio
|
Q4 2024
Added 99.64%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
21,922
shares
|
$562,956
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
21,634
shares
|
$555,561
0.0% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
21,553
shares
|
$553,481
0.02% of portfolio
|
Q1 2025
Reduced 10.48%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
21,503
shares
|
$552,197
0.24% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
21,464
shares
|
$551,195
0.23% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
May 13, 2025 Q1 2025 |
21,372
shares
|
$548,832
0.0% of portfolio
|
Q1 2025
Added 563.11%
|
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
21,212
shares
|
$544,724
0.08% of portfolio
|
Q1 2025
Added 14.31%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
21,088
shares
|
$541,539
0.03% of portfolio
|
Q1 2025
Added 77.25%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
21,057
shares
|
$540,743
0.01% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
20,881
shares
|
$536,224
0.41% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
20,692
shares
|
$531,370
0.05% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Apr 23, 2025 Q1 2025 |
20,508
shares
|
$526,645
0.11% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
20,439
shares
|
$524,873
0.04% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Mitchell Capital Management CO
|
May 09, 2025 Q1 2025 |
20,345
shares
|
$522,459
0.09% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
20,332
shares
|
$522,125
0.18% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
20,327
shares
|
$521,997
0.21% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
20,147
shares
|
$517,374
0.11% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
20,075
shares
|
$515,526
0.04% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
20,070
shares
|
$515,397
0.01% of portfolio
|
Q1 2025
Added 8.34%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
20,031
shares
|
$514,396
0.03% of portfolio
|
Q1 2025
Reduced 68.9%
|