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 |
|---|---|---|---|---|---|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
8,590
shares
|
$205,558
0.08% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
8,579
shares
|
$205,295
0.06% of portfolio
|
Q1 2025
Reduced 70.38%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
8,506
shares
|
$203,548
0.07% of portfolio
|
Q4 2022
Reduced 1.39%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
8,506
shares
|
$203,548
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
8,410
shares
|
$201,251
0.15% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
8,350
shares
|
$199,815
0.05% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
8,298
shares
|
$198,571
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
8,286
shares
|
$198,283
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
8,148
shares
|
$194,981
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
8,121
shares
|
$194,335
0.05% of portfolio
|
Q1 2025
Added 9.95%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
7,900
shares
|
$189,047
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
7,829
shares
|
$187,347
0.01% of portfolio
|
Q1 2025
Reduced 7.38%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
7,760
shares
|
$185,696
0.0% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
7,723
shares
|
$184,811
0.03% of portfolio
|
Q4 2023
Added 46.8%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
7,664
shares
|
$183,399
0.0% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
7,663
shares
|
$183,375
0.0% of portfolio
|
Q1 2025
Added 56.93%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
7,651
shares
|
$183,088
0.01% of portfolio
|
Q1 2025
Reduced 8.75%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
7,610
shares
|
$182,107
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
7,568
shares
|
$181,102
0.09% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
7,409
shares
|
$177,297
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
7,347
shares
|
$175,813
0.02% of portfolio
|
Q1 2025
Reduced 19.13%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
7,220
shares
|
$172,774
0.0% of portfolio
|
Q1 2025
Added 61.16%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
7,085
shares
|
$169,544
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
6,796
shares
|
$162,628
0.11% of portfolio
|
Q3 2023
Added 2.57%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
6,782
shares
|
$162,293
0.1% of portfolio
|
Q1 2025
Reduced 24.99%
|