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 1,261 institutions that hold shares in the stock, with a total of 248 Million shares, which have been reported (via 13F filing form) to have a value of $6.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 23, 2025 Q1 2025 |
17,416
shares
|
$447,242
0.2% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
17,409
shares
|
$447,063
0.03% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
17,363
shares
|
$445,881
0.1% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
17,329
shares
|
$445,008
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
17,300
shares
|
$444,264
0.17% of portfolio
|
Q4 2024
Added 112.27%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
17,200
shares
|
$441,696
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
17,189
shares
|
$441,413
0.16% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
17,177
shares
|
$441,105
0.01% of portfolio
|
Q1 2025
Reduced 32.8%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
17,149
shares
|
$440,386
0.04% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
17,133
shares
|
$439,975
0.03% of portfolio
|
Q1 2025
Reduced 87.81%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
17,114
shares
|
$439,487
0.02% of portfolio
|
Q2 2025
Added 13.7%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
May 01, 2025 Q1 2025 |
17,054
shares
|
$437,946
0.24% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
17,051
shares
|
$437,869
0.01% of portfolio
|
Q1 2025
Reduced 17.11%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
17,044
shares
|
$437,689
0.0% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
17,039
shares
|
$437,561
0.03% of portfolio
|
Q2 2025
Reduced 83.7%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
17,037
shares
|
$437,510
0.07% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
17,031
shares
|
$437,356
0.01% of portfolio
|
Q1 2025
Added 17.3%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
17,001
shares
|
$436,585
0.03% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
16,970
shares
|
$435,789
0.33% of portfolio
|
Q1 2025
Reduced 87.16%
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
16,939
shares
|
$434,993
0.07% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
16,909
shares
|
$434,223
0.01% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
16,879
shares
|
$433,452
0.08% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
16,838
shares
|
$432,399
0.03% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
16,713
shares
|
$429,189
0.03% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Chatham Capital Group, Inc.
|
Apr 10, 2025 Q1 2025 |
16,655
shares
|
$427,700
0.07% of portfolio
|
Q4 2024
Added 99.99%
|