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 |
|---|---|---|---|---|---|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
14,066
shares
|
$336,599
0.0% of portfolio
|
Q1 2025
Added 53.69%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
14,048
shares
|
$336,168
0.02% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
14,038
shares
|
$335,929
1.05% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
14,031
shares
|
$335,761
0.22% of portfolio
|
Q1 2025
Reduced 29.26%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
14,009
shares
|
$335,235
0.02% of portfolio
|
Q1 2025
Added 29.27%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
14,000
shares
|
$335,020
0.22% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
13,956
shares
|
$333,967
0.14% of portfolio
|
Q3 2022
Added 0.3%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
13,926
shares
|
$333,249
0.0% of portfolio
|
Q1 2025
Added 61.24%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Apr 15, 2025 Q1 2025 |
13,830
shares
|
$330,951
0.13% of portfolio
|
Q1 2025
Added 6.11%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
13,825
shares
|
$330,832
0.25% of portfolio
|
Q1 2025
Reduced 9.13%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
13,745
shares
|
$328,917
0.14% of portfolio
|
Q4 2022
Reduced 8.9%
|
|
|
Providence First Trust CO
|
May 12, 2025 Q1 2025 |
13,662
shares
|
$326,931
0.13% of portfolio
|
Q4 2024
Added 49.41%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
13,660
shares
|
$326,883
0.24% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
13,626
shares
|
$326,070
0.05% of portfolio
|
Q1 2025
Added 30.52%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
13,566
shares
|
$324,634
0.05% of portfolio
|
Q1 2025
Reduced 21.37%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Apr 29, 2025 Q1 2025 |
13,535
shares
|
$323,892
0.29% of portfolio
|
Q1 2025
Added 16.38%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
13,529
shares
|
$323,748
0.13% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
13,517
shares
|
$323,461
0.02% of portfolio
|
Q4 2024
Added 118.05%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
13,502
shares
|
$323,102
0.03% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
13,489
shares
|
$322,791
0.06% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
13,361
shares
|
$319,728
0.67% of portfolio
|
Q1 2025
Reduced 35.1%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
13,301
shares
|
$318,292
0.03% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
May 06, 2025 Q1 2025 |
13,294
shares
|
$318,125
1.2% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
13,283
shares
|
$317,862
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
13,243
shares
|
$316,904
0.02% of portfolio
|
Q1 2025
Added 0.68%
|