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 |
|---|---|---|---|---|---|
|
Aspiring Ventures, LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
13,186
shares
|
$315,540
0.17% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
13,150
shares
|
$314,679
0.09% of portfolio
|
Q1 2025
Reduced 11.8%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
13,042
shares
|
$312,095
0.28% of portfolio
|
Q1 2025
Reduced 6.68%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
13,015
shares
|
$311,448
0.01% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
13,001
shares
|
$311,113
0.01% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
12,996
shares
|
$310,994
0.04% of portfolio
|
Q1 2025
Reduced 11.87%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
12,921
shares
|
$309,199
0.01% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
12,822
shares
|
$306,830
0.07% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
12,800
shares
|
$306,304
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
12,686
shares
|
$303,575
0.04% of portfolio
|
Q1 2025
Reduced 36.46%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
12,685
shares
|
$303,552
0.17% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
12,650
shares
|
$302,714
0.13% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
12,619
shares
|
$301,972
0.06% of portfolio
|
Q1 2025
Added 17.66%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
12,578
shares
|
$300,991
0.08% of portfolio
|
Q4 2024
Added 97.3%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
12,576
shares
|
$300,943
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
12,549
shares
|
$300,297
0.01% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
May 13, 2025 Q1 2025 |
12,530
shares
|
$299,842
0.16% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
12,494
shares
|
$298,981
0.01% of portfolio
|
Q4 2024
Added 87.57%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
12,471
shares
|
$298,431
0.0% of portfolio
|
Q1 2025
Reduced 95.73%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Apr 08, 2025 Q1 2025 |
12,464
shares
|
$298,263
0.2% of portfolio
|
Q4 2024
Added 98.91%
|
|
|
Bowman & CO S.C.
|
Apr 08, 2025 Q1 2025 |
12,411
shares
|
$296,995
0.15% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
12,386
shares
|
$296,396
0.04% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
12,349
shares
|
$295,511
0.02% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
12,313
shares
|
$294,650
0.06% of portfolio
|
Q3 2022
Added 11.45%
|
|
|
Veery Capital, LLC
|
Apr 08, 2025 Q1 2025 |
12,252
shares
|
$293,190
0.11% of portfolio
|
Q1 2025
Reduced 30.79%
|