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 |
|---|---|---|---|---|---|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
224
shares
|
$5,703
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
202
shares
|
$5,142
0.0% of portfolio
|
Q3 2024
Reduced 19.2%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
200
shares
|
$5,092
0.0% of portfolio
|
Q1 2024
Reduced 3.85%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
200
shares
|
$5,092
0.01% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
196
shares
|
$4,990
0.0% of portfolio
|
Q1 2024
Reduced 7.55%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
192
shares
|
$4,888
0.0% of portfolio
|
Q3 2023
Reduced 1.03%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
190
shares
|
$4,837
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
188
shares
|
$4,786
0.0% of portfolio
|
Q2 2024
Reduced 86.65%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
186
shares
|
$4,735
0.0% of portfolio
|
Q3 2023
Added 1450.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
180
shares
|
$4,582
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
176
shares
|
$4,480
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
176
shares
|
$4,480
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
173
shares
|
$4,404
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
163
shares
|
$4,149
0.0% of portfolio
|
Q1 2024
Added 158.73%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
161
shares
|
$4,099
0.0% of portfolio
|
Q3 2024
Reduced 72.1%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
148
shares
|
$3,768
0.0% of portfolio
|
Q3 2024
Reduced 50.5%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
148
shares
|
$3,768
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
142
shares
|
$3,615
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
140
shares
|
$3,564
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
135
shares
|
$3,437
0.0% of portfolio
|
Q3 2024
Added 350.0%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
120
shares
|
$3,055
0.0% of portfolio
|
Q2 2024
Reduced 70.59%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
120
shares
|
$3,055
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
119
shares
|
$3,029
0.0% of portfolio
|
Q2 2022
Reduced 26.54%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
115
shares
|
$2,927
0.0% of portfolio
|
Q3 2024
Reduced 84.25%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
103
shares
|
$2,622
0.0% of portfolio
|
Q3 2024
Reduced 90.57%
|