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 |
|---|---|---|---|---|---|
|
Fusion Capital, LLC
|
May 15, 2025 Q1 2025 |
9,062
shares
|
$232,712
0.08% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
9,009
shares
|
$231,351
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Apr 30, 2025 Q1 2025 |
8,966
shares
|
$230,246
0.23% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
8,954
shares
|
$229,938
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
8,936
shares
|
$229,476
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
8,904
shares
|
$228,654
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
8,865
shares
|
$227,653
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
8,840
shares
|
$227,011
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
8,821
shares
|
$226,523
0.03% of portfolio
|
Q1 2025
Reduced 62.16%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
8,763
shares
|
$225,033
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Flower City Capital
|
Apr 22, 2025 Q1 2025 |
8,734
shares
|
$224,289
0.13% of portfolio
|
Q4 2024
Added 58.92%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
8,716
shares
|
$223,826
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
8,703
shares
|
$223,493
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Apr 10, 2025 Q1 2025 |
8,701
shares
|
$223,441
0.15% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
8,696
shares
|
$223,313
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Apr 22, 2025 Q1 2025 |
8,696
shares
|
$223,313
0.13% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
8,680
shares
|
$222,902
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
8,646
shares
|
$222,029
0.0% of portfolio
|
Q1 2025
Added 5.52%
|
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
8,637
shares
|
$221,798
0.06% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
8,637
shares
|
$221,798
0.26% of portfolio
|
Q2 2024
Reduced 4.58%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
May 14, 2025 Q1 2025 |
8,626
shares
|
$221,515
0.18% of portfolio
|
Q1 2025
Reduced 84.14%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
8,618
shares
|
$221,310
0.07% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
8,600
shares
|
$220,848
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
8,590
shares
|
$220,591
0.08% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
8,579
shares
|
$220,308
0.06% of portfolio
|
Q1 2025
Reduced 70.38%
|