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 |
|---|---|---|---|---|---|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
980
shares
|
$24,950
0.04% of portfolio
|
Q3 2022
Reduced 71.84%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
973
shares
|
$24,772
0.01% of portfolio
|
Q2 2024
Added 3954.17%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
972
shares
|
$24,747
0.03% of portfolio
|
Q3 2024
Added 54.04%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
901
shares
|
$22,939
0.01% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
900
shares
|
$22,914
0.01% of portfolio
|
Q3 2024
Added 65.14%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
893
shares
|
$22,735
0.02% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
887
shares
|
$22,583
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
882
shares
|
$22,455
0.0% of portfolio
|
Q1 2024
Reduced 20.25%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
878
shares
|
$22,353
0.0% of portfolio
|
Q2 2022
Reduced 20.47%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
870
shares
|
$22,150
0.0% of portfolio
|
Q4 2024
Added 96.83%
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
841
shares
|
$21,411
0.01% of portfolio
|
Q3 2024
Added 776.04%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
824
shares
|
$20,979
0.0% of portfolio
|
Q3 2024
Added 604.27%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
816
shares
|
$20,775
0.01% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
801
shares
|
$20,393
0.0% of portfolio
|
Q4 2023
Added 126.27%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
794
shares
|
$20,215
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
780
shares
|
$19,858
0.0% of portfolio
|
Q2 2024
Added 212.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
766
shares
|
$19,502
0.01% of portfolio
|
Q4 2022
Added 49.61%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
698
shares
|
$17,771
0.0% of portfolio
|
Q3 2024
Reduced 86.56%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
698
shares
|
$17,771
0.0% of portfolio
|
Q3 2024
Added 39.32%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
670
shares
|
$17,058
0.0% of portfolio
|
Q2 2021
Added 107.58%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
650
shares
|
$16,549
0.01% of portfolio
|
Q3 2024
Reduced 93.91%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
650
shares
|
$16,549
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
648
shares
|
$16,498
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
630
shares
|
$16,039
0.0% of portfolio
|
Q2 2022
Reduced 1.56%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
626
shares
|
$15,937
0.01% of portfolio
|
Q3 2024
New holding
|