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 |
|---|---|---|---|---|---|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
555,687
shares
|
$13.3 Million
1.14% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
549,223
shares
|
$13.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 14.61%
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
547,808
shares
|
$13.1 Million
2.97% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Matrix Trust CO
|
Apr 10, 2025 Q1 2025 |
532,238
shares
|
$12.7 Million
2.1% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
531,114
shares
|
$12.7 Million
9.74% of portfolio
|
Q1 2025
Added 99.99%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
490,214
shares
|
$11.7 Million
1.5% of portfolio
|
Q4 2024
Added 92.87%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
465,890
shares
|
$11.1 Million
1.3% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Youngs Advisory Group, Inc.
|
May 09, 2025 Q1 2025 |
461,121
shares
|
$11 Million
4.51% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
456,521
shares
|
$10.9 Million
0.51% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
453,554
shares
|
$10.9 Million
0.04% of portfolio
|
Q1 2025
Added 19.93%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
449,422
shares
|
$10.8 Million
0.08% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
448,597
shares
|
$10.7 Million
0.81% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
448,149
shares
|
$10.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
445,006
shares
|
$10.6 Million
0.11% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
439,415
shares
|
$10.5 Million
1.4% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
438,332
shares
|
$10.5 Million
0.13% of portfolio
|
Q1 2025
Reduced 23.43%
|
|
|
Meridian Management CO
|
May 07, 2025 Q1 2025 |
434,175
shares
|
$10.4 Million
3.23% of portfolio
|
Q1 2025
Reduced 10.41%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
433,479
shares
|
$10.4 Million
0.97% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
430,514
shares
|
$10.3 Million
0.26% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Apr 17, 2025 Q1 2025 |
424,723
shares
|
$10.2 Million
4.92% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
423,335
shares
|
$10.1 Million
0.09% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
410,221
shares
|
$9.82 Million
0.39% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
405,310
shares
|
$9.7 Million
4.7% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
389,493
shares
|
$9.32 Million
3.23% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
382,705
shares
|
$9.16 Million
1.97% of portfolio
|
Q1 2025
Reduced 6.22%
|