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 |
---|---|---|---|---|---|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
6,660
shares
|
$179,287
0.07% of portfolio
|
Q2 2024
Reduced 8.95%
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
6,633
shares
|
$178,560
0.18% of portfolio
|
Q3 2024
Added 23.5%
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
6,622
shares
|
$178,264
0.01% of portfolio
|
Q3 2024
New holding
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Nov 08, 2024 Q3 2024 |
6,591
shares
|
$177,429
1.45% of portfolio
|
Q3 2024
Added 0.69%
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,583
shares
|
$177,214
0.02% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
6,581
shares
|
$177,160
0.0% of portfolio
|
Q3 2024
Reduced 31.28%
|
|
Somerset Group LLC
Wayzata, MN |
Nov 12, 2024 Q3 2024 |
6,539
shares
|
$176,029
0.32% of portfolio
|
Q2 2024
Added 0.31%
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
6,537
shares
|
$175,976
0.03% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
Jentner Corp
|
Nov 14, 2024 Q3 2024 |
6,525
shares
|
$175,653
0.14% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
6,507
shares
|
$175,168
0.04% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
6,505
shares
|
$175,114
0.01% of portfolio
|
Q1 2024
Reduced 12.27%
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
6,501
shares
|
$175,006
0.01% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 12, 2024 Q3 2024 |
6,469
shares
|
$174,145
0.27% of portfolio
|
Q3 2024
Reduced 17.12%
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
6,461
shares
|
$173,930
0.16% of portfolio
|
Q3 2024
Added 0.62%
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
6,375
shares
|
$171,615
0.06% of portfolio
|
Q3 2024
Added 0.38%
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
6,373
shares
|
$171,561
0.07% of portfolio
|
Q3 2024
New holding
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
6,368
shares
|
$171,426
0.05% of portfolio
|
Q4 2024
Added 105.75%
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
6,288
shares
|
$169,272
0.06% of portfolio
|
Q3 2024
Added 2.63%
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
6,250
shares
|
$168,250
0.01% of portfolio
|
Q3 2024
Added 2.61%
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
6,249
shares
|
$168,223
0.01% of portfolio
|
Q4 2022
Added 0.71%
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
6,209
shares
|
$167,146
0.05% of portfolio
|
Q3 2022
New holding
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
6,199
shares
|
$166,877
0.02% of portfolio
|
Q3 2024
Added 7.36%
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
6,191
shares
|
$166,661
0.09% of portfolio
|
Q4 2023
Reduced 3.07%
|
|
Mainstay Capital Management LLC
|
Oct 23, 2024 Q3 2024 |
6,179
shares
|
$166,338
0.06% of portfolio
|
Q3 2024
Reduced 59.25%
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
6,164
shares
|
$165,934
0.01% of portfolio
|
Q3 2024
Added 10.29%
|