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 1,257 institutions that hold shares in the stock, with a total of 247 Million shares, which have been reported (via 13F filing form) to have a value of $5.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Apr 29, 2025 Q1 2025 |
20,000
shares
|
$478,400
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
19,954
shares
|
$477,299
0.22% of portfolio
|
Q4 2024
Added 100.38%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
19,891
shares
|
$475,792
0.04% of portfolio
|
Q1 2025
Reduced 13.23%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
19,766
shares
|
$472,802
0.04% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
19,756
shares
|
$472,563
0.13% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
19,718
shares
|
$471,654
0.02% of portfolio
|
Q1 2025
Reduced 22.53%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
19,717
shares
|
$471,630
1.49% of portfolio
|
Q3 2022
Added 4.79%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Apr 24, 2025 Q1 2025 |
19,676
shares
|
$470,649
0.26% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
19,526
shares
|
$467,061
0.09% of portfolio
|
Q1 2025
Added 14.98%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
19,500
shares
|
$466,440
0.0% of portfolio
|
Q1 2025
Reduced 16.91%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
19,492
shares
|
$466,248
0.21% of portfolio
|
Q4 2024
Added 99.39%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
19,489
shares
|
$466,176
0.05% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
19,488
shares
|
$466,152
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
19,484
shares
|
$466,057
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
19,439
shares
|
$464,980
0.02% of portfolio
|
Q1 2025
Reduced 21.07%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
19,319
shares
|
$462,110
0.01% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
19,285
shares
|
$461,297
0.06% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
19,223
shares
|
$459,814
0.04% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
19,205
shares
|
$459,383
0.22% of portfolio
|
Q1 2023
Added 0.33%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
19,031
shares
|
$455,221
0.19% of portfolio
|
Q1 2025
Added 10.13%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
18,949
shares
|
$453,260
0.04% of portfolio
|
Q1 2025
Reduced 98.52%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
May 05, 2025 Q1 2025 |
18,867
shares
|
$451,298
0.21% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
18,836
shares
|
$450,557
0.15% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
18,809
shares
|
$449,911
0.03% of portfolio
|
Q1 2025
Reduced 46.14%
|
|
|
Berkeley, Inc
Boise, ID |
May 01, 2025 Q1 2025 |
18,717
shares
|
$447,710
0.21% of portfolio
|
Q1 2025
Reduced 11.95%
|