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 1,165 institutions that hold shares in the stock, with a total of 187 Million shares, which have been reported (via 13F filing form) to have a value of $5.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
532,878
shares
|
$14.2 Million
2.39% of portfolio
|
Q4 2024
Added 99.94%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
524,178
shares
|
$14 Million
3.23% of portfolio
|
Q4 2024
Added 108.76%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
523,318
shares
|
$14 Million
0.01% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
490,214
shares
|
$13.1 Million
1.5% of portfolio
|
Q4 2024
Added 92.87%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
488,433
shares
|
$13 Million
0.45% of portfolio
|
Q4 2024
Added 6.94%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
470,419
shares
|
$12.6 Million
0.0% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
454,470
shares
|
$12.1 Million
0.27% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
451,539
shares
|
$12.1 Million
0.01% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
444,827
shares
|
$11.9 Million
1.58% of portfolio
|
Q4 2024
Added 103.33%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
440,003
shares
|
$11.8 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
432,409
shares
|
$11.5 Million
0.83% of portfolio
|
Q4 2024
Added 102.37%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
428,941
shares
|
$11.5 Million
5.17% of portfolio
|
Q4 2024
Added 99.91%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
427,902
shares
|
$11.4 Million
2.75% of portfolio
|
Q3 2024
Added 8.67%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
424,716
shares
|
$11.3 Million
5.22% of portfolio
|
Q4 2024
Added 102.74%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
414,602
shares
|
$11.1 Million
0.43% of portfolio
|
Q4 2024
Added 97.14%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
408,079
shares
|
$10.9 Million
2.24% of portfolio
|
Q4 2024
Added 95.67%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
402,867
shares
|
$10.8 Million
0.29% of portfolio
|
Q4 2024
Added 96.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
390,907
shares
|
$10.4 Million
0.05% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
385,126
shares
|
$10.3 Million
1.46% of portfolio
|
Q4 2024
Added 103.29%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
380,829
shares
|
$10.2 Million
3.48% of portfolio
|
Q4 2024
Added 105.62%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
374,323
shares
|
$10 Million
4.98% of portfolio
|
Q3 2022
Added 5.61%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
370,084
shares
|
$9.88 Million
5.17% of portfolio
|
Q4 2024
Added 115.11%
|
|
|
Strategic Financial Planning, Inc.
|
Oct 25, 2024 Q3 2024 |
368,690
shares
|
$9.85 Million
12.57% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
368,282
shares
|
$9.84 Million
0.06% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
352,742
shares
|
$9.42 Million
1.97% of portfolio
|
Q4 2024
Added 101.14%
|