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 |
|---|---|---|---|---|---|
|
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
|
|
|
Mitchell Capital Management CO
|
Nov 12, 2024 Q3 2024 |
10,746
shares
|
$290,571
0.1% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,649
shares
|
$287,948
0.01% of portfolio
|
Q2 2024
Reduced 4.49%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
10,631
shares
|
$287,462
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
10,569
shares
|
$285,785
0.02% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
10,533
shares
|
$284,812
0.17% of portfolio
|
Q4 2024
Added 111.55%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
10,531
shares
|
$284,758
0.03% of portfolio
|
Q3 2024
Added 99.07%
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
10,443
shares
|
$282,378
0.06% of portfolio
|
Q3 2024
Added 58.88%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
10,432
shares
|
$282,081
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
10,419
shares
|
$281,729
0.14% of portfolio
|
Q4 2024
Added 100.4%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
10,372
shares
|
$280,458
0.46% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
10,366
shares
|
$280,296
0.04% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
10,338
shares
|
$279,539
0.01% of portfolio
|
Q2 2023
Added 40.04%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
10,257
shares
|
$277,349
0.02% of portfolio
|
Q4 2024
Added 100.65%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
10,239
shares
|
$276,862
0.2% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
10,203
shares
|
$275,889
0.08% of portfolio
|
Q4 2024
Added 119.51%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 23, 2024 Q3 2024 |
10,103
shares
|
$273,185
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
10,097
shares
|
$273,022
0.32% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$270,400
0.12% of portfolio
|
Q2 2023
Reduced 0.16%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
9,976
shares
|
$269,751
0.17% of portfolio
|
Q4 2023
Reduced 6.36%
|