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 |
|---|---|---|---|---|---|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
1,497
shares
|
$38,442
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
1,444
shares
|
$37,081
0.0% of portfolio
|
Q4 2024
Added 106.88%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
1,404
shares
|
$36,054
0.01% of portfolio
|
Q2 2025
Reduced 77.01%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,401
shares
|
$35,977
0.01% of portfolio
|
Q4 2022
Added 0.5%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,358
shares
|
$34,873
0.0% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,339
shares
|
$34,385
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
1,300
shares
|
$33,384
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,300
shares
|
$33,384
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
1,273
shares
|
$32,690
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
1,270
shares
|
$32,613
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,252
shares
|
$32,151
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,249
shares
|
$32,074
0.0% of portfolio
|
Q1 2025
Reduced 59.75%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,238
shares
|
$31,791
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
|
$31,586
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
1,129
shares
|
$28,992
0.01% of portfolio
|
Q4 2024
Added 351.6%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
1,114
shares
|
$28,607
0.0% of portfolio
|
Q1 2025
Added 199.46%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
1,095
shares
|
$28,119
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
1,072
shares
|
$27,528
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,064
shares
|
$27,323
0.0% of portfolio
|
Q1 2025
Reduced 17.71%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,055
shares
|
$27,092
0.01% of portfolio
|
Q4 2024
Added 77.01%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
1,016
shares
|
$26,090
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
1,002
shares
|
$25,731
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
1,002
shares
|
$25,731
0.01% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
1,002
shares
|
$25,731
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
998
shares
|
$25,628
0.01% of portfolio
|
Q4 2024
Added 100.0%
|