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 |
|---|---|---|---|---|---|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
400
shares
|
$10,272
0.02% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Gs Investments, Inc.
|
May 08, 2025 Q1 2025 |
400
shares
|
$10,272
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
400
shares
|
$10,272
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
384
shares
|
$9,861
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
380
shares
|
$9,758
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
368
shares
|
$9,450
0.0% of portfolio
|
Q1 2025
Reduced 36.88%
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
352
shares
|
$9,039
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
348
shares
|
$8,936
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
338
shares
|
$8,679
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
327
shares
|
$8,397
0.0% of portfolio
|
Q1 2025
Added 100.61%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
326
shares
|
$8,371
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
294
shares
|
$7,549
0.0% of portfolio
|
Q2 2024
Added 68.0%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
292
shares
|
$7,498
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
291
shares
|
$7,472
0.0% of portfolio
|
Q1 2025
Reduced 37.01%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
284
shares
|
$7,293
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
280
shares
|
$7,190
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
May 12, 2025 Q1 2025 |
278
shares
|
$7,139
0.0% of portfolio
|
Q1 2025
Reduced 29.08%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
276
shares
|
$7,087
0.0% of portfolio
|
Q2 2022
Added 0.36%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
270
shares
|
$6,933
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
256
shares
|
$6,574
0.0% of portfolio
|
Q1 2025
Reduced 13.51%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
250
shares
|
$6,420
0.01% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
240
shares
|
$6,163
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
228
shares
|
$5,855
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
218
shares
|
$5,598
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
212
shares
|
$5,444
0.0% of portfolio
|
Q1 2025
New holding
|