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 |
|---|---|---|---|---|---|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
16,360
shares
|
$391,331
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
16,326
shares
|
$390,517
0.17% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
16,320
shares
|
$390,374
0.33% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
16,251
shares
|
$388,723
0.01% of portfolio
|
Q3 2023
Added 159.77%
|
|
|
Abacus Planning Group, Inc.
|
Apr 14, 2025 Q1 2025 |
16,238
shares
|
$388,412
0.07% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Apr 08, 2025 Q1 2025 |
16,213
shares
|
$387,814
0.23% of portfolio
|
Q1 2025
Added 19.46%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
16,167
shares
|
$386,714
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
16,159
shares
|
$386,523
0.01% of portfolio
|
Q1 2025
Added 17.65%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
16,149
shares
|
$386,284
0.03% of portfolio
|
Q3 2022
Added 3.13%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
16,107
shares
|
$385,279
0.15% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
May 15, 2025 Q1 2025 |
15,983
shares
|
$382,313
0.34% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
15,975
shares
|
$382,122
0.32% of portfolio
|
Q4 2024
Added 99.66%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
15,955
shares
|
$381,643
0.05% of portfolio
|
Q1 2025
Added 11.27%
|
|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
15,908
shares
|
$380,519
0.37% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Thrive Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
15,888
shares
|
$380,040
0.07% of portfolio
|
Q1 2025
Reduced 19.88%
|
|
|
Pennsylvania Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
15,856
shares
|
$379,275
0.15% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
15,824
shares
|
$378,510
0.18% of portfolio
|
Q1 2025
Reduced 16.22%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
15,656
shares
|
$374,491
0.05% of portfolio
|
Q1 2025
Reduced 37.09%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
15,542
shares
|
$371,764
0.13% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
15,505
shares
|
$370,879
0.08% of portfolio
|
Q1 2025
Reduced 11.43%
|
|
|
Vishria Bird Financial Group, LLC
|
Apr 28, 2025 Q1 2025 |
15,494
shares
|
$370,616
0.14% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
15,480
shares
|
$370,281
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
15,477
shares
|
$370,209
0.03% of portfolio
|
Q4 2024
Added 104.42%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
15,417
shares
|
$368,774
0.05% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
15,352
shares
|
$367,219
0.08% of portfolio
|
Q4 2024
Added 85.08%
|