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 |
|---|---|---|---|---|---|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,315
shares
|
$366,487
0.0% of portfolio
|
Q3 2022
Reduced 1.31%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
15,297
shares
|
$366,057
0.1% of portfolio
|
Q2 2023
Added 19.3%
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
15,265
shares
|
$365,291
0.01% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Apr 15, 2025 Q1 2025 |
15,200
shares
|
$363,736
0.09% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
15,133
shares
|
$362,132
0.01% of portfolio
|
Q1 2025
Added 53.63%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
15,121
shares
|
$361,845
0.45% of portfolio
|
Q4 2023
Reduced 13.52%
|
|
|
Jeppson Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
15,056
shares
|
$360,290
0.13% of portfolio
|
Q4 2024
Added 98.81%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
15,052
shares
|
$360,194
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
14,905
shares
|
$356,676
0.07% of portfolio
|
Q4 2024
Added 91.31%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
14,895
shares
|
$356,437
0.01% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
14,740
shares
|
$352,728
0.05% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
14,691
shares
|
$351,555
0.0% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
14,654
shares
|
$350,670
0.02% of portfolio
|
Q1 2024
Reduced 2.2%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
14,615
shares
|
$349,736
0.05% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
14,596
shares
|
$349,282
0.0% of portfolio
|
Q1 2025
Reduced 15.18%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
May 12, 2025 Q1 2025 |
14,589
shares
|
$349,114
0.07% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
May 01, 2025 Q1 2025 |
14,557
shares
|
$348,349
0.22% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
14,548
shares
|
$348,133
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
14,522
shares
|
$347,511
0.06% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Mirador Capital Partners LP
|
Apr 08, 2025 Q1 2025 |
14,518
shares
|
$347,415
0.06% of portfolio
|
Q4 2024
Added 81.09%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
14,447
shares
|
$345,716
2.09% of portfolio
|
Q3 2023
Reduced 94.39%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
14,334
shares
|
$343,012
0.01% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
14,256
shares
|
$341,146
0.17% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
14,194
shares
|
$339,662
0.02% of portfolio
|
Q1 2025
Added 40.15%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
14,088
shares
|
$337,125
0.0% of portfolio
|
Q1 2025
Added 0.39%
|