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 |
|---|---|---|---|---|---|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
18,650
shares
|
$446,108
0.02% of portfolio
|
Q1 2025
Reduced 15.84%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
18,640
shares
|
$445,868
0.03% of portfolio
|
Q1 2025
Reduced 9.45%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
18,585
shares
|
$444,553
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
18,565
shares
|
$444,074
0.04% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
18,453
shares
|
$441,395
0.04% of portfolio
|
Q1 2025
Added 7.98%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
18,306
shares
|
$437,879
0.14% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
18,208
shares
|
$435,535
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Ahl Investment Management, Inc.
|
Apr 14, 2025 Q1 2025 |
18,164
shares
|
$434,482
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
18,140
shares
|
$433,908
0.05% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
18,134
shares
|
$433,765
0.1% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
18,131
shares
|
$433,693
0.16% of portfolio
|
Q1 2025
Added 101.21%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
18,069
shares
|
$432,210
0.08% of portfolio
|
Q1 2025
Reduced 30.72%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
18,041
shares
|
$431,540
0.04% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
18,011
shares
|
$430,823
0.32% of portfolio
|
Q4 2024
Added 93.06%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
17,904
shares
|
$428,263
0.12% of portfolio
|
Q1 2025
Added 17.9%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
17,879
shares
|
$427,665
0.29% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
17,660
shares
|
$422,427
0.0% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
17,648
shares
|
$422,140
0.13% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
17,604
shares
|
$421,087
0.26% of portfolio
|
Q1 2025
Added 26.09%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
17,542
shares
|
$419,604
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
17,485
shares
|
$418,241
0.0% of portfolio
|
Q1 2025
Reduced 84.11%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
17,484
shares
|
$418,217
0.03% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 23, 2025 Q1 2025 |
17,416
shares
|
$416,590
0.2% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
17,409
shares
|
$416,423
0.03% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
17,363
shares
|
$415,322
0.1% of portfolio
|
Q1 2025
Added 0.56%
|