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 |
|---|---|---|---|---|---|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,300
shares
|
$31,109
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
1,273
shares
|
$30,462
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
1,270
shares
|
$30,391
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,252
shares
|
$29,960
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,249
shares
|
$29,888
0.0% of portfolio
|
Q1 2025
Reduced 59.75%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,238
shares
|
$29,625
0.08% of portfolio
|
Q3 2022
Reduced 89.8%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
1,230
shares
|
$29,433
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
1,129
shares
|
$27,016
0.01% of portfolio
|
Q4 2024
Added 351.6%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
1,114
shares
|
$26,658
0.0% of portfolio
|
Q1 2025
Added 199.46%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
1,095
shares
|
$26,203
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
1,072
shares
|
$25,652
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,064
shares
|
$25,461
0.0% of portfolio
|
Q1 2025
Reduced 17.71%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,055
shares
|
$25,246
0.01% of portfolio
|
Q4 2024
Added 77.01%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
1,016
shares
|
$24,312
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
1,002
shares
|
$23,977
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
1,002
shares
|
$23,977
0.01% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
1,002
shares
|
$23,977
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
998
shares
|
$23,882
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
983
shares
|
$23,523
0.01% of portfolio
|
Q1 2025
Added 9.83%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
964
shares
|
$23,068
0.01% of portfolio
|
Q4 2024
Added 551.35%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
958
shares
|
$22,924
0.0% of portfolio
|
Q4 2024
Added 100.42%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
918
shares
|
$21,967
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
910
shares
|
$21,776
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
900
shares
|
$21,537
0.02% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
884
shares
|
$21,154
0.0% of portfolio
|
Q1 2025
Reduced 94.28%
|