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 |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
2,000
shares
|
$47,860
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
2,000
shares
|
$47,860
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
2,000
shares
|
$47,860
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Apr 16, 2025 Q1 2025 |
1,987
shares
|
$47,548
0.03% of portfolio
|
Q1 2025
Added 8.58%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,985
shares
|
$47,501
0.07% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,979
shares
|
$47,357
0.01% of portfolio
|
Q4 2022
Reduced 1.4%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
1,945
shares
|
$46,543
0.01% of portfolio
|
Q4 2024
Added 99.9%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
1,922
shares
|
$45,993
0.03% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
1,886
shares
|
$45,131
0.01% of portfolio
|
Q1 2025
Reduced 45.37%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
1,872
shares
|
$44,796
0.0% of portfolio
|
Q1 2025
Added 3800.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,856
shares
|
$44,414
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
1,833
shares
|
$43,863
0.01% of portfolio
|
Q4 2024
Added 100.11%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
May 01, 2025 Q1 2025 |
1,786
shares
|
$42,738
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
1,728
shares
|
$41,351
0.0% of portfolio
|
Q1 2025
Reduced 32.24%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
1,712
shares
|
$40,968
0.01% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
1,603
shares
|
$38,359
0.0% of portfolio
|
Q1 2025
Added 7533.33%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
1,596
shares
|
$38,192
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
1,576
shares
|
$37,713
0.02% of portfolio
|
Q1 2025
Reduced 37.21%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
1,523
shares
|
$36,445
0.0% of portfolio
|
Q4 2024
Added 72.68%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
1,497
shares
|
$35,823
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
1,444
shares
|
$34,554
0.0% of portfolio
|
Q4 2024
Added 106.88%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,401
shares
|
$33,525
0.01% of portfolio
|
Q4 2022
Added 0.5%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,358
shares
|
$32,496
0.0% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
1,339
shares
|
$32,042
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
1,300
shares
|
$31,109
0.01% of portfolio
|
Q4 2024
Added 100.0%
|