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 1,158 institutions that hold shares in the stock, with a total of 165 Million shares, which have been reported (via 13F filing form) to have a value of $4.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
10,531
shares
|
$283,494
0.03% of portfolio
|
Q3 2024
Added 99.07%
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
10,443
shares
|
$281,125
0.06% of portfolio
|
Q3 2024
Added 58.88%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
10,440
shares
|
$281,044
0.05% of portfolio
|
Q4 2024
Added 16.62%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
10,432
shares
|
$280,829
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
10,419
shares
|
$280,479
0.14% of portfolio
|
Q4 2024
Added 100.4%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
10,372
shares
|
$279,214
0.46% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
10,366
shares
|
$279,052
0.04% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
10,338
shares
|
$278,298
0.01% of portfolio
|
Q2 2023
Added 40.04%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
10,257
shares
|
$276,118
0.02% of portfolio
|
Q4 2024
Added 100.65%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
10,239
shares
|
$275,633
0.2% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
10,203
shares
|
$274,664
0.08% of portfolio
|
Q4 2024
Added 119.51%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 23, 2024 Q3 2024 |
10,103
shares
|
$271,972
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
10,097
shares
|
$271,811
0.32% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$269,200
0.12% of portfolio
|
Q2 2023
Reduced 0.16%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
9,978
shares
|
$268,607
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
9,976
shares
|
$268,553
0.17% of portfolio
|
Q4 2023
Reduced 6.36%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
9,968
shares
|
$268,338
0.12% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
9,958
shares
|
$268,069
0.21% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,936
shares
|
$267,477
0.07% of portfolio
|
Q4 2024
Added 89.01%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
9,934
shares
|
$267,423
0.02% of portfolio
|
Q4 2024
Added 99.44%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
9,911
shares
|
$266,804
0.01% of portfolio
|
Q1 2024
Added 1.18%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
9,902
shares
|
$266,561
0.07% of portfolio
|
Q4 2024
Added 113.91%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
9,877
shares
|
$265,888
0.3% of portfolio
|
Q3 2024
Added 38.61%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
9,850
shares
|
$265,162
0.01% of portfolio
|
Q4 2024
Added 112.97%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
9,827
shares
|
$264,542
0.08% of portfolio
|
Q3 2024
Reduced 4.65%
|