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 1,261 institutions that hold shares in the stock, with a total of 248 Million shares, which have been reported (via 13F filing form) to have a value of $6.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
May 29, 2025 Q1 2025 |
11,036
shares
|
$283,404
0.15% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
10,973
shares
|
$281,786
0.07% of portfolio
|
Q1 2025
Reduced 55.76%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
10,962
shares
|
$281,504
0.01% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
10,962
shares
|
$281,504
0.02% of portfolio
|
Q1 2025
Reduced 13.49%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
10,962
shares
|
$281,504
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
10,956
shares
|
$281,350
0.02% of portfolio
|
Q1 2025
Reduced 8.28%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
10,849
shares
|
$278,602
0.02% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
10,837
shares
|
$278,294
0.02% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
May 07, 2025 Q1 2025 |
10,682
shares
|
$274,313
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Dravo Bay LLC
Wilmington, DE |
May 02, 2025 Q1 2025 |
10,673
shares
|
$274,082
0.14% of portfolio
|
Q1 2025
Reduced 27.7%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
10,665
shares
|
$273,877
0.01% of portfolio
|
Q4 2024
Added 99.98%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,649
shares
|
$273,466
0.01% of portfolio
|
Q2 2024
Reduced 4.49%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
10,640
shares
|
$273,235
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
10,610
shares
|
$272,464
0.1% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
10,555
shares
|
$271,052
0.15% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
10,540
shares
|
$270,667
0.03% of portfolio
|
Q1 2025
Reduced 65.92%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
10,535
shares
|
$270,538
0.03% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
10,520
shares
|
$270,153
0.14% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
10,470
shares
|
$268,869
0.14% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
10,422
shares
|
$267,636
0.01% of portfolio
|
Q1 2025
Reduced 80.95%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
10,338
shares
|
$265,479
0.01% of portfolio
|
Q2 2023
Added 40.04%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
10,286
shares
|
$264,144
0.0% of portfolio
|
Q1 2025
Added 101.25%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
10,255
shares
|
$263,348
0.0% of portfolio
|
Q1 2025
Reduced 14.66%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
10,212
shares
|
$262,244
0.01% of portfolio
|
Q1 2025
Added 13.19%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Apr 24, 2025 Q1 2025 |
10,203
shares
|
$262,013
0.07% of portfolio
|
Q4 2024
Added 119.51%
|