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 |
|---|---|---|---|---|---|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
3,583
shares
|
$96,454
0.05% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Granite Investment Partners, LLC
|
Nov 12, 2024 Q3 2024 |
3,556
shares
|
$95,727
0.01% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
3,550
shares
|
$95,566
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Palouse Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
3,518
shares
|
$94,704
0.12% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
3,510
shares
|
$94,489
0.03% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
3,483
shares
|
$93,762
0.15% of portfolio
|
Q4 2023
Reduced 4.63%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,424
shares
|
$92,174
0.02% of portfolio
|
Q4 2022
Reduced 4.3%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
3,400
shares
|
$91,528
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
3,215
shares
|
$86,547
0.01% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
3,198
shares
|
$86,090
0.02% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
3,156
shares
|
$84,959
0.03% of portfolio
|
Q4 2024
Added 101.15%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
3,053
shares
|
$82,186
0.09% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
3,000
shares
|
$80,760
0.04% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
2,967
shares
|
$79,871
0.02% of portfolio
|
Q4 2024
Added 100.47%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
2,936
shares
|
$79,037
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
2,905
shares
|
$78,202
0.05% of portfolio
|
Q4 2024
Added 141.48%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
2,856
shares
|
$76,883
0.0% of portfolio
|
Q4 2024
Added 246.6%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
2,600
shares
|
$69,992
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
2,591
shares
|
$69,749
0.03% of portfolio
|
Q2 2024
Added 3.35%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
2,580
shares
|
$69,453
0.0% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
2,500
shares
|
$67,300
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
2,482
shares
|
$66,815
0.03% of portfolio
|
Q1 2024
Added 4.64%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
2,446
shares
|
$65,846
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,373
shares
|
$63,881
0.01% of portfolio
|
Q2 2024
Added 128.17%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
2,253
shares
|
$60,650
0.0% of portfolio
|
Q2 2024
Added 5.08%
|