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 |
|---|---|---|---|---|---|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
9,012
shares
|
$242,603
0.22% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
9,011
shares
|
$242,576
0.1% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jan 13, 2025 Q4 2024 |
8,992
shares
|
$242,064
0.08% of portfolio
|
Q4 2024
Added 98.54%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
8,920
shares
|
$240,126
0.08% of portfolio
|
Q4 2024
Added 99.51%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
8,893
shares
|
$239,399
0.17% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
8,840
shares
|
$237,972
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Seneca House Advisors
|
Jan 17, 2025 Q4 2024 |
8,753
shares
|
$235,630
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Flower City Capital
|
Jan 16, 2025 Q4 2024 |
8,734
shares
|
$235,119
0.14% of portfolio
|
Q4 2024
Added 58.92%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
8,716
shares
|
$234,634
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
8,712
shares
|
$234,527
0.02% of portfolio
|
Q3 2024
Added 20.05%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 21, 2024 Q3 2024 |
8,708
shares
|
$234,419
0.22% of portfolio
|
Q2 2023
New holding
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
8,668
shares
|
$233,342
0.02% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
8,662
shares
|
$233,181
0.03% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
8,653
shares
|
$232,938
0.04% of portfolio
|
Q3 2024
Added 73.69%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
8,637
shares
|
$232,508
0.26% of portfolio
|
Q2 2024
Reduced 4.58%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
8,618
shares
|
$231,996
0.05% of portfolio
|
Q2 2024
Added 1.17%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
8,600
shares
|
$231,512
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
8,600
shares
|
$231,512
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Williams Financial, LLC
Bennington, VT |
Jan 23, 2025 Q4 2024 |
8,599
shares
|
$231,485
0.14% of portfolio
|
Q4 2024
Added 101.19%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
8,591
shares
|
$231,269
0.02% of portfolio
|
Q2 2024
Added 2.17%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
8,579
shares
|
$230,946
0.07% of portfolio
|
Q4 2024
Added 96.0%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
8,516
shares
|
$229,250
0.06% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
8,506
shares
|
$228,981
0.07% of portfolio
|
Q4 2022
Reduced 1.39%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
8,506
shares
|
$228,981
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
8,501
shares
|
$228,846
0.0% of portfolio
|
Q1 2023
Reduced 16.49%
|