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 |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
746,525
shares
|
$17.9 Million
0.21% of portfolio
|
Q1 2025
Added 36.01%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Apr 30, 2025 Q1 2025 |
746,505
shares
|
$17.9 Million
5.5% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
732,525
shares
|
$17.5 Million
4.27% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Fidelis I M, LLC
Medford, OR |
Apr 30, 2025 Q1 2025 |
728,939
shares
|
$17.4 Million
7.91% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
728,453
shares
|
$17.4 Million
0.01% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
698,188
shares
|
$16.7 Million
0.1% of portfolio
|
Q1 2025
Added 100.56%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
May 06, 2025 Q1 2025 |
688,800
shares
|
$16.5 Million
13.94% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
687,855
shares
|
$16.5 Million
1.38% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
681,411
shares
|
$16.3 Million
1.29% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
662,863
shares
|
$15.9 Million
0.15% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
659,619
shares
|
$15.8 Million
5.47% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
656,074
shares
|
$15.7 Million
1.45% of portfolio
|
Q1 2025
Reduced 35.53%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
May 14, 2025 Q1 2025 |
638,087
shares
|
$15.3 Million
6.2% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
633,126
shares
|
$15.2 Million
0.39% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
629,681
shares
|
$15.1 Million
1.4% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
615,787
shares
|
$14.7 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
May 05, 2025 Q1 2025 |
615,552
shares
|
$14.7 Million
4.63% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
May 05, 2025 Q1 2025 |
615,272
shares
|
$14.7 Million
7.76% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
602,610
shares
|
$14.4 Million
0.18% of portfolio
|
Q1 2025
Added 630.57%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
599,499
shares
|
$14.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Burt Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
599,009
shares
|
$14.3 Million
3.49% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
581,232
shares
|
$13.9 Million
0.48% of portfolio
|
Q1 2025
Added 19.0%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
563,441
shares
|
$13.5 Million
1.35% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
559,360
shares
|
$13.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
558,501
shares
|
$13.4 Million
0.1% of portfolio
|
Q4 2024
Reduced 20.86%
|