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 1,262 institutions that hold shares in the stock, with a total of 245 Million shares, which have been reported (via 13F filing form) to have a value of $6.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
2,248
shares
|
$57,728
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
2,241
shares
|
$57,548
0.02% of portfolio
|
Q4 2024
Added 149.0%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
2,178
shares
|
$55,931
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
2,156
shares
|
$55,366
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
2,032
shares
|
$52,181
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
2,000
shares
|
$51,360
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
2,000
shares
|
$51,360
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
2,000
shares
|
$51,360
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Apr 16, 2025 Q1 2025 |
1,987
shares
|
$51,026
0.03% of portfolio
|
Q1 2025
Added 8.58%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,985
shares
|
$50,974
0.07% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,979
shares
|
$50,820
0.01% of portfolio
|
Q4 2022
Reduced 1.4%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
1,945
shares
|
$49,947
0.01% of portfolio
|
Q4 2024
Added 99.9%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
1,922
shares
|
$49,356
0.03% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
1,886
shares
|
$48,432
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
|
$48,072
0.0% of portfolio
|
Q1 2025
Added 3800.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,856
shares
|
$47,662
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
May 01, 2025 Q1 2025 |
1,786
shares
|
$45,864
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
1,728
shares
|
$44,375
0.0% of portfolio
|
Q1 2025
Reduced 32.24%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
1,712
shares
|
$43,964
0.01% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
1,603
shares
|
$41,165
0.0% of portfolio
|
Q1 2025
Added 7533.33%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
1,596
shares
|
$40,985
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
1,588
shares
|
$40,779
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
1,578
shares
|
$40,523
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
1,576
shares
|
$40,471
0.02% of portfolio
|
Q1 2025
Reduced 37.21%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
1,523
shares
|
$39,110
0.0% of portfolio
|
Q4 2024
Added 72.68%
|