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 |
|---|---|---|---|---|---|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
3,928
shares
|
$100,006
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
3,927
shares
|
$99,981
0.01% of portfolio
|
Q3 2024
Reduced 43.96%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
3,805
shares
|
$96,875
0.02% of portfolio
|
Q2 2023
Reduced 48.72%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
3,732
shares
|
$95,016
0.08% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
3,583
shares
|
$91,223
0.05% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Granite Investment Partners, LLC
|
Nov 12, 2024 Q3 2024 |
3,556
shares
|
$90,535
0.01% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Palouse Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
3,518
shares
|
$89,568
0.12% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
3,510
shares
|
$89,364
0.03% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
3,483
shares
|
$88,677
0.15% of portfolio
|
Q4 2023
Reduced 4.63%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,424
shares
|
$87,175
0.02% of portfolio
|
Q4 2022
Reduced 4.3%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
3,215
shares
|
$81,853
0.01% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
3,198
shares
|
$81,421
0.02% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
3,095
shares
|
$78,798
0.04% of portfolio
|
Q1 2024
Reduced 3.22%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
3,080
shares
|
$78,416
0.03% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
3,053
shares
|
$77,729
0.09% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
3,000
shares
|
$76,380
0.04% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
2,967
shares
|
$75,539
0.02% of portfolio
|
Q4 2024
Added 100.47%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
2,729
shares
|
$69,480
0.04% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
2,675
shares
|
$68,105
0.0% of portfolio
|
Q3 2024
Added 33.22%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
2,591
shares
|
$65,966
0.03% of portfolio
|
Q2 2024
Added 3.35%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
2,500
shares
|
$63,650
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
2,482
shares
|
$63,191
0.03% of portfolio
|
Q1 2024
Added 4.64%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
2,446
shares
|
$62,275
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
2,400
shares
|
$61,104
0.04% of portfolio
|
Q1 2024
Added 3.31%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,373
shares
|
$60,416
0.01% of portfolio
|
Q2 2024
Added 128.17%
|