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 |
|---|---|---|---|---|---|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
615
shares
|
$15,657
0.01% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
600
shares
|
$15,276
0.01% of portfolio
|
Q1 2023
Reduced 22.18%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
596
shares
|
$15,174
0.01% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
590
shares
|
$15,021
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
577
shares
|
$14,690
0.0% of portfolio
|
Q3 2024
Added 64.86%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
561
shares
|
$14,283
0.02% of portfolio
|
Q3 2024
Reduced 8.18%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
538
shares
|
$13,697
0.0% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
536
shares
|
$13,646
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
536
shares
|
$13,646
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
532
shares
|
$13,544
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
532
shares
|
$13,544
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
524
shares
|
$13,341
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
512
shares
|
$13,035
0.0% of portfolio
|
Q3 2024
Reduced 77.57%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
503
shares
|
$12,806
0.01% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
500
shares
|
$12,730
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
499
shares
|
$12,704
0.01% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
496
shares
|
$12,628
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
478
shares
|
$12,169
0.0% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
460
shares
|
$11,711
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
455
shares
|
$11,584
0.01% of portfolio
|
Q2 2024
Added 82.0%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
450
shares
|
$11,457
0.01% of portfolio
|
Q1 2024
Reduced 2.17%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
420
shares
|
$10,693
0.0% of portfolio
|
Q3 2023
Reduced 6.46%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
416
shares
|
$10,591
0.0% of portfolio
|
Q4 2023
Added 0.48%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
415
shares
|
$10,565
0.01% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
406
shares
|
$10,336
0.0% of portfolio
|
Q4 2024
Added 100.99%
|