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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
11,510
shares
|
$311,230
0.01% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
11,498
shares
|
$310,905
0.02% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Capital Advantage, Inc.
|
Nov 07, 2024 Q3 2024 |
11,448
shares
|
$309,553
0.11% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
11,432
shares
|
$309,121
0.0% of portfolio
|
Q2 2023
Reduced 0.64%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
11,368
shares
|
$307,390
0.27% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Oct 30, 2024 Q3 2024 |
11,349
shares
|
$306,876
0.12% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
11,347
shares
|
$306,822
0.07% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
11,330
shares
|
$306,363
0.12% of portfolio
|
Q4 2024
Added 88.24%
|
|
|
Hendershot Investments Inc.
|
Nov 14, 2024 Q3 2024 |
11,310
shares
|
$305,822
0.08% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
11,266
shares
|
$304,632
0.0% of portfolio
|
Q3 2024
Reduced 23.83%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
11,249
shares
|
$304,172
0.12% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Access Financial Services, Inc.
|
Jan 16, 2025 Q4 2024 |
11,193
shares
|
$302,658
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
11,170
shares
|
$302,036
0.1% of portfolio
|
Q2 2023
Added 2.24%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
11,160
shares
|
$301,766
0.26% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
11,116
shares
|
$300,576
0.05% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
11,106
shares
|
$300,306
0.0% of portfolio
|
Q3 2024
Added 52.2%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
11,070
shares
|
$299,332
0.11% of portfolio
|
Q4 2024
Added 22.19%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
11,044
shares
|
$298,629
0.0% of portfolio
|
Q2 2024
Reduced 8.42%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
11,044
shares
|
$298,629
0.16% of portfolio
|
Q3 2024
Added 38.12%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
10,979
shares
|
$296,872
0.05% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
10,974
shares
|
$296,736
0.13% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
10,961
shares
|
$296,385
0.01% of portfolio
|
Q2 2024
Added 68.99%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
10,946
shares
|
$295,979
0.05% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
10,935
shares
|
$295,682
0.37% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
10,758
shares
|
$290,896
0.07% of portfolio
|
Q3 2024
New holding
|