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 |
|---|---|---|---|---|---|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
100
shares
|
$2,546
0.0% of portfolio
|
Q1 2024
Reduced 81.1%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
99
shares
|
$2,520
0.0% of portfolio
|
Q4 2023
Added 1.02%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
98
shares
|
$2,495
0.0% of portfolio
|
Q2 2024
Reduced 37.97%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
95
shares
|
$2,418
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
94
shares
|
$2,393
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
94
shares
|
$2,393
0.0% of portfolio
|
Q3 2024
Added 370.0%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
90
shares
|
$2,291
0.0% of portfolio
|
Q3 2024
Added 80.0%
|
|
|
Gpwm LLC
|
Oct 25, 2024 Q3 2024 |
88
shares
|
$2,240
0.0% of portfolio
|
Q3 2023
Reduced 21.43%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
80
shares
|
$2,036
0.0% of portfolio
|
Q1 2023
Reduced 97.61%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
78
shares
|
$1,985
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
75
shares
|
$1,909
0.0% of portfolio
|
Q3 2024
Added 102.7%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
74
shares
|
$1,884
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
55
shares
|
$1,400
0.0% of portfolio
|
Q4 2023
Reduced 80.36%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
52
shares
|
$1,323
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
51
shares
|
$1,298
0.0% of portfolio
|
Q3 2024
Added 264.29%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
48
shares
|
$1,222
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
48
shares
|
$1,222
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
46
shares
|
$1,171
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
41
shares
|
$1,043
0.0% of portfolio
|
Q4 2023
Reduced 2.38%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
40
shares
|
$1,018
0.0% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
38
shares
|
$967
0.0% of portfolio
|
Q4 2022
Reduced 24.0%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
32
shares
|
$814
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
30
shares
|
$763
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
28
shares
|
$712
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
27
shares
|
$687
0.0% of portfolio
|
Q3 2024
New holding
|