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 |
|---|---|---|---|---|---|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
8,493
shares
|
$228,631
0.19% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
8,455
shares
|
$227,608
0.25% of portfolio
|
Q3 2024
Reduced 30.86%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
8,454
shares
|
$227,581
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
8,437
shares
|
$227,124
0.39% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
8,407
shares
|
$226,316
0.08% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
8,404
shares
|
$226,235
0.01% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
8,379
shares
|
$225,562
0.06% of portfolio
|
Q3 2024
Added 60.46%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
8,350
shares
|
$224,782
0.05% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
8,346
shares
|
$224,674
0.16% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
8,328
shares
|
$224,189
0.07% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
8,307
shares
|
$223,624
0.01% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
8,300
shares
|
$223,436
0.01% of portfolio
|
Q4 2024
Added 100.77%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
8,298
shares
|
$223,382
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
8,248
shares
|
$222,036
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
8,245
shares
|
$221,955
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
8,232
shares
|
$221,605
0.05% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,165
shares
|
$219,801
0.01% of portfolio
|
Q4 2024
Added 100.22%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
8,150
shares
|
$219,398
0.17% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
8,041
shares
|
$216,463
0.03% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
8,023
shares
|
$215,979
0.14% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
7,924
shares
|
$213,314
0.06% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
7,867
shares
|
$211,779
0.05% of portfolio
|
Q3 2024
Reduced 25.64%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
7,831
shares
|
$210,810
0.14% of portfolio
|
Q4 2024
Added 91.65%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
7,791
shares
|
$209,733
0.07% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
7,731
shares
|
$208,118
0.34% of portfolio
|
Q3 2024
Reduced 3.63%
|