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 |
|---|---|---|---|---|---|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
983
shares
|
$25,243
0.01% of portfolio
|
Q1 2025
Added 9.83%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
964
shares
|
$24,755
0.01% of portfolio
|
Q4 2024
Added 551.35%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
958
shares
|
$24,601
0.0% of portfolio
|
Q4 2024
Added 100.42%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
918
shares
|
$23,574
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
910
shares
|
$23,368
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
900
shares
|
$23,112
0.02% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
884
shares
|
$22,701
0.0% of portfolio
|
Q1 2025
Reduced 94.28%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
878
shares
|
$22,547
0.0% of portfolio
|
Q2 2022
Reduced 20.47%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
870
shares
|
$22,341
0.01% of portfolio
|
Q4 2024
Added 96.83%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
840
shares
|
$21,571
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
810
shares
|
$20,800
0.0% of portfolio
|
Q4 2024
Added 105.06%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
800
shares
|
$20,544
0.01% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
800
shares
|
$20,544
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
780
shares
|
$20,030
0.0% of portfolio
|
Q2 2024
Added 212.0%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
778
shares
|
$19,979
0.01% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
766
shares
|
$19,670
0.01% of portfolio
|
Q4 2022
Added 49.61%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
764
shares
|
$19,619
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
736
shares
|
$18,900
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
728
shares
|
$18,695
0.0% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
726
shares
|
$18,643
0.0% of portfolio
|
Q1 2025
Added 164.96%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
720
shares
|
$18,489
0.0% of portfolio
|
Q1 2025
Reduced 28.14%
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
688
shares
|
$17,667
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
676
shares
|
$17,359
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
670
shares
|
$17,205
0.0% of portfolio
|
Q2 2021
Added 107.58%
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
652
shares
|
$16,743
0.01% of portfolio
|
Q4 2024
Added 100.0%
|