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 1,148 institutions that hold shares in the stock, with a total of 145 Million shares, which have been reported (via 13F filing form) to have a value of $3.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
6,077
shares
|
$154,720
0.18% of portfolio
|
Q3 2024
Reduced 36.8%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
6,076
shares
|
$154,694
0.12% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
6,047
shares
|
$153,956
0.01% of portfolio
|
Q1 2023
Added 237.07%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
6,033
shares
|
$153,600
0.04% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
6,019
shares
|
$153,243
0.13% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Bowman & CO S.C.
|
Nov 07, 2024 Q3 2024 |
6,004
shares
|
$152,861
0.17% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
6,000
shares
|
$152,760
0.04% of portfolio
|
Q1 2024
Reduced 5.15%
|
|
|
Rba Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
5,870
shares
|
$149,450
0.12% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
5,856
shares
|
$149,093
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
5,833
shares
|
$148,508
0.21% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
5,817
shares
|
$148,100
0.31% of portfolio
|
Q3 2024
Reduced 12.3%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
5,800
shares
|
$147,668
0.19% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
5,796
shares
|
$147,566
0.18% of portfolio
|
Q3 2024
Added 33.8%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
5,790
shares
|
$147,413
0.05% of portfolio
|
Q3 2024
Reduced 55.78%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
5,767
shares
|
$146,827
0.01% of portfolio
|
Q4 2023
Reduced 15.46%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
5,759
shares
|
$146,624
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 28, 2024 Q3 2024 |
5,730
shares
|
$145,885
0.25% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
5,705
shares
|
$145,249
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
5,652
shares
|
$143,899
0.1% of portfolio
|
Q3 2022
Reduced 2.38%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,651
shares
|
$143,874
0.02% of portfolio
|
Q3 2024
Added 12.68%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
5,637
shares
|
$143,518
0.02% of portfolio
|
Q3 2024
Added 12.11%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
5,606
shares
|
$142,728
0.09% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
5,605
shares
|
$142,703
0.23% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Nov 13, 2024 Q3 2024 |
5,600
shares
|
$142,576
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
5,597
shares
|
$142,499
0.06% of portfolio
|
Q3 2024
Added 1.38%
|