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 1,165 institutions that hold shares in the stock, with a total of 187 Million shares, which have been reported (via 13F filing form) to have a value of $5.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
348,824
shares
|
$9.32 Million
0.01% of portfolio
|
Q4 2024
Added 93.21%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
346,554
shares
|
$9.26 Million
1.14% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
345,774
shares
|
$9.24 Million
0.02% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
339,384
shares
|
$9.06 Million
0.84% of portfolio
|
Q3 2024
New holding
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
333,401
shares
|
$8.91 Million
2.96% of portfolio
|
Q4 2024
Added 100.6%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
327,097
shares
|
$8.74 Million
0.64% of portfolio
|
Q4 2024
Added 98.49%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
322,672
shares
|
$8.62 Million
0.06% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
321,601
shares
|
$8.59 Million
4.91% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
314,089
shares
|
$8.39 Million
0.27% of portfolio
|
Q4 2024
Added 92.09%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
311,886
shares
|
$8.33 Million
0.04% of portfolio
|
Q3 2023
Added 1.97%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
304,127
shares
|
$8.12 Million
0.15% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
302,278
shares
|
$8.07 Million
0.1% of portfolio
|
Q4 2024
Added 93.99%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
300,912
shares
|
$8.04 Million
0.02% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
298,629
shares
|
$7.98 Million
0.08% of portfolio
|
Q4 2024
Added 95.15%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Oct 31, 2024 Q3 2024 |
295,027
shares
|
$7.88 Million
8.33% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
294,942
shares
|
$7.88 Million
3.81% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
294,719
shares
|
$7.87 Million
0.58% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
293,265
shares
|
$7.83 Million
3.3% of portfolio
|
Q4 2024
Added 103.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
290,938
shares
|
$7.77 Million
0.02% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
285,186
shares
|
$7.62 Million
0.05% of portfolio
|
Q3 2024
Added 8.65%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
284,262
shares
|
$7.59 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
282,760
shares
|
$7.55 Million
3.79% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
281,858
shares
|
$7.53 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
270,273
shares
|
$7.22 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
265,573
shares
|
$7.09 Million
9.64% of portfolio
|
Q3 2024
Added 0.23%
|