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 |
|---|---|---|---|---|---|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
17,329
shares
|
$414,509
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
17,310
shares
|
$414,055
0.04% of portfolio
|
Q1 2025
Added 14.92%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
17,300
shares
|
$413,816
0.17% of portfolio
|
Q4 2024
Added 112.27%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
17,200
shares
|
$411,424
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
17,189
shares
|
$411,160
0.16% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
17,177
shares
|
$410,873
0.01% of portfolio
|
Q1 2025
Reduced 32.8%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
17,149
shares
|
$410,204
0.04% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
17,133
shares
|
$409,821
0.03% of portfolio
|
Q1 2025
Reduced 87.81%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
May 01, 2025 Q1 2025 |
17,054
shares
|
$407,931
0.24% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
17,051
shares
|
$407,859
0.01% of portfolio
|
Q1 2025
Reduced 17.11%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
17,044
shares
|
$407,692
0.0% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
17,037
shares
|
$407,525
0.07% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
17,031
shares
|
$407,381
0.01% of portfolio
|
Q1 2025
Added 17.3%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
17,001
shares
|
$406,663
0.03% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
16,970
shares
|
$405,922
0.33% of portfolio
|
Q1 2025
Reduced 87.16%
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
16,939
shares
|
$405,180
0.07% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
16,909
shares
|
$404,463
0.01% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
16,879
shares
|
$403,745
0.08% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
16,838
shares
|
$402,764
0.03% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
16,713
shares
|
$399,774
0.03% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Chatham Capital Group, Inc.
|
Apr 10, 2025 Q1 2025 |
16,655
shares
|
$398,387
0.07% of portfolio
|
Q4 2024
Added 99.99%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
16,627
shares
|
$397,717
0.22% of portfolio
|
Q1 2025
Reduced 9.27%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
16,562
shares
|
$396,163
0.06% of portfolio
|
Q1 2025
Reduced 15.03%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
16,481
shares
|
$394,225
0.36% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
16,360
shares
|
$391,331
0.02% of portfolio
|
Q1 2025
Reduced 41.63%
|