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 |
|---|---|---|---|---|---|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
642
shares
|
$16,486
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
640
shares
|
$16,435
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
634
shares
|
$16,281
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
633
shares
|
$16,255
0.0% of portfolio
|
Q1 2025
Reduced 88.05%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
630
shares
|
$16,178
0.0% of portfolio
|
Q2 2022
Reduced 1.56%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
624
shares
|
$16,024
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
608
shares
|
$15,613
0.0% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
600
shares
|
$15,408
0.01% of portfolio
|
Q1 2023
Reduced 22.18%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
596
shares
|
$15,305
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
562
shares
|
$14,432
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
561
shares
|
$14,406
0.02% of portfolio
|
Q3 2024
Reduced 8.18%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
558
shares
|
$14,329
0.01% of portfolio
|
Q1 2025
Added 198.4%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
538
shares
|
$13,815
0.0% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
537
shares
|
$13,790
0.0% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
536
shares
|
$13,764
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
524
shares
|
$13,456
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
524
shares
|
$13,456
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
503
shares
|
$12,917
0.01% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
500
shares
|
$12,840
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
500
shares
|
$12,840
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
496
shares
|
$12,737
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
460
shares
|
$11,812
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
450
shares
|
$11,556
0.01% of portfolio
|
Q1 2024
Reduced 2.17%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
430
shares
|
$11,042
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
416
shares
|
$10,682
0.0% of portfolio
|
Q4 2023
Added 0.48%
|