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 |
|---|---|---|---|---|---|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
600
shares
|
$14,358
0.01% of portfolio
|
Q1 2023
Reduced 22.18%
|
|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
596
shares
|
$14,262
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
562
shares
|
$13,448
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
561
shares
|
$13,424
0.02% of portfolio
|
Q3 2024
Reduced 8.18%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
558
shares
|
$13,352
0.01% of portfolio
|
Q1 2025
Added 198.4%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
538
shares
|
$12,874
0.0% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
537
shares
|
$12,850
0.0% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
536
shares
|
$12,826
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
524
shares
|
$12,539
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
524
shares
|
$12,539
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
503
shares
|
$12,036
0.01% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
500
shares
|
$11,965
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
500
shares
|
$11,965
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
496
shares
|
$11,869
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
460
shares
|
$11,007
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
450
shares
|
$10,768
0.01% of portfolio
|
Q1 2024
Reduced 2.17%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
430
shares
|
$10,289
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
416
shares
|
$9,954
0.0% of portfolio
|
Q4 2023
Added 0.48%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
400
shares
|
$9,572
0.02% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Gs Investments, Inc.
|
May 08, 2025 Q1 2025 |
400
shares
|
$9,572
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
400
shares
|
$9,572
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
384
shares
|
$9,189
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
380
shares
|
$9,093
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
368
shares
|
$8,806
0.0% of portfolio
|
Q1 2025
Reduced 36.88%
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
352
shares
|
$8,423
0.0% of portfolio
|
Q4 2024
Added 100.0%
|