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 |
|---|---|---|---|---|---|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
10,255
shares
|
$245,402
0.0% of portfolio
|
Q1 2025
Reduced 14.66%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
10,212
shares
|
$244,373
0.01% of portfolio
|
Q1 2025
Added 13.19%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Apr 24, 2025 Q1 2025 |
10,203
shares
|
$244,157
0.07% of portfolio
|
Q4 2024
Added 119.51%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
10,162
shares
|
$243,176
0.03% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
10,156
shares
|
$243,033
0.11% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
10,122
shares
|
$242,219
0.0% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
10,090
shares
|
$241,453
0.0% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
10,068
shares
|
$240,927
0.07% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
10,052
shares
|
$240,544
0.14% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
10,025
shares
|
$239,898
0.01% of portfolio
|
Q1 2025
Reduced 33.17%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
9,996
shares
|
$239,204
0.03% of portfolio
|
Q4 2024
Added 102.35%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
9,979
shares
|
$238,797
0.03% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
9,976
shares
|
$238,725
0.17% of portfolio
|
Q4 2023
Reduced 6.36%
|
|
|
Mainstay Capital Management LLC
|
May 05, 2025 Q1 2025 |
9,970
shares
|
$238,582
0.03% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
9,941
shares
|
$237,888
0.02% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,936
shares
|
$237,768
0.07% of portfolio
|
Q4 2024
Added 89.01%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
9,911
shares
|
$237,170
0.01% of portfolio
|
Q1 2024
Added 1.18%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
9,902
shares
|
$236,954
0.07% of portfolio
|
Q4 2024
Added 113.91%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Apr 30, 2025 Q1 2025 |
9,896
shares
|
$236,811
0.08% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
9,883
shares
|
$236,500
0.11% of portfolio
|
Q1 2025
Reduced 23.57%
|
|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
9,876
shares
|
$236,332
0.08% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Lafayette Investments, Inc.
|
Apr 24, 2025 Q1 2025 |
9,824
shares
|
$235,088
0.05% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Cross Staff Investments Inc
|
Apr 22, 2025 Q1 2025 |
9,810
shares
|
$234,753
0.18% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
9,758
shares
|
$233,508
0.13% of portfolio
|
Q1 2025
Reduced 11.08%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
9,709
shares
|
$232,336
0.03% of portfolio
|
Q1 2025
Reduced 50.0%
|