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 1,148 institutions that hold shares in the stock, with a total of 145 Million shares, which have been reported (via 13F filing form) to have a value of $3.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
1,569
shares
|
$39,946
0.03% of portfolio
|
Q3 2024
Added 9.95%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
1,487
shares
|
$37,859
0.07% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
1,468
shares
|
$37,375
0.01% of portfolio
|
Q1 2024
Reduced 9.94%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,401
shares
|
$35,669
0.01% of portfolio
|
Q4 2022
Added 0.5%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
1,339
shares
|
$34,090
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
1,331
shares
|
$33,887
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
1,327
shares
|
$33,785
0.02% of portfolio
|
Q2 2024
Added 802.72%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
1,300
shares
|
$33,098
0.0% of portfolio
|
Q3 2024
Reduced 34.28%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
1,271
shares
|
$32,359
0.01% of portfolio
|
Q3 2024
Added 88.58%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
1,256
shares
|
$31,977
0.01% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,238
shares
|
$31,519
0.08% of portfolio
|
Q3 2022
Reduced 89.8%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
1,230
shares
|
$31,315
0.0% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
1,208
shares
|
$30,755
0.01% of portfolio
|
Q3 2024
Added 43.47%
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
1,203
shares
|
$30,628
0.04% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
1,162
shares
|
$29,584
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
1,135
shares
|
$28,897
0.0% of portfolio
|
Q1 2024
Reduced 2.58%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
1,124
shares
|
$28,617
0.01% of portfolio
|
Q3 2024
Added 186.73%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,118
shares
|
$28,464
0.0% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,112
shares
|
$28,311
0.0% of portfolio
|
Q2 2024
Added 367.23%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
1,096
shares
|
$27,904
0.01% of portfolio
|
Q4 2024
Added 46.52%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
1,095
shares
|
$27,878
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
1,078
shares
|
$27,445
0.03% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
1,016
shares
|
$25,867
0.01% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
1,000
shares
|
$25,460
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
988
shares
|
$25,154
0.0% of portfolio
|
Q4 2023
Reduced 16.55%
|