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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
6,160
shares
|
$165,827
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
6,105
shares
|
$164,346
0.02% of portfolio
|
Q3 2024
Reduced 18.84%
|
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
6,077
shares
|
$163,592
0.18% of portfolio
|
Q3 2024
Reduced 36.8%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
6,047
shares
|
$162,785
0.01% of portfolio
|
Q1 2023
Added 237.07%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
6,000
shares
|
$161,520
0.04% of portfolio
|
Q1 2024
Reduced 5.15%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
5,833
shares
|
$157,024
0.21% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
5,817
shares
|
$156,593
0.31% of portfolio
|
Q3 2024
Reduced 12.3%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
5,800
shares
|
$156,136
0.19% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
5,796
shares
|
$156,028
0.18% of portfolio
|
Q3 2024
Added 33.8%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
5,790
shares
|
$155,866
0.05% of portfolio
|
Q3 2024
Reduced 55.78%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
5,767
shares
|
$155,247
0.01% of portfolio
|
Q4 2023
Reduced 15.46%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 28, 2024 Q3 2024 |
5,730
shares
|
$154,251
0.25% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
5,705
shares
|
$153,578
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
5,652
shares
|
$152,151
0.1% of portfolio
|
Q3 2022
Reduced 2.38%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,651
shares
|
$152,124
0.02% of portfolio
|
Q3 2024
Added 12.68%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
5,606
shares
|
$150,913
0.09% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
5,605
shares
|
$150,886
0.23% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Nov 13, 2024 Q3 2024 |
5,600
shares
|
$150,752
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
5,597
shares
|
$150,671
0.06% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
5,524
shares
|
$148,706
0.49% of portfolio
|
Q3 2022
Added 0.02%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
5,491
shares
|
$147,817
0.04% of portfolio
|
Q4 2024
Added 101.21%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
5,487
shares
|
$147,710
0.15% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
5,458
shares
|
$146,929
0.07% of portfolio
|
Q4 2023
Added 7.57%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
5,456
shares
|
$146,875
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,401
shares
|
$145,394
0.02% of portfolio
|
Q3 2024
New holding
|