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 |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
348
shares
|
$8,327
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
338
shares
|
$8,088
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
327
shares
|
$7,825
0.0% of portfolio
|
Q1 2025
Added 100.61%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
326
shares
|
$7,801
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
294
shares
|
$7,035
0.0% of portfolio
|
Q2 2024
Added 68.0%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
292
shares
|
$6,987
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
291
shares
|
$6,963
0.0% of portfolio
|
Q1 2025
Reduced 37.01%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
284
shares
|
$6,796
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
280
shares
|
$6,700
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
May 12, 2025 Q1 2025 |
278
shares
|
$6,652
0.0% of portfolio
|
Q1 2025
Reduced 29.08%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
276
shares
|
$6,604
0.0% of portfolio
|
Q2 2022
Added 0.36%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
270
shares
|
$6,461
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
256
shares
|
$6,126
0.0% of portfolio
|
Q1 2025
Reduced 13.51%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
250
shares
|
$5,982
0.01% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
240
shares
|
$5,743
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
228
shares
|
$5,456
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
220
shares
|
$5,264
0.0% of portfolio
|
Q1 2025
Reduced 80.94%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
218
shares
|
$5,216
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
212
shares
|
$5,073
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
212
shares
|
$5,073
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
201
shares
|
$4,809
0.0% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
196
shares
|
$4,690
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
192
shares
|
$4,594
0.0% of portfolio
|
Q4 2024
Reduced 77.17%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
192
shares
|
$4,594
0.0% of portfolio
|
Q1 2025
Reduced 94.17%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
188
shares
|
$4,498
0.0% of portfolio
|
Q4 2024
Added 100.0%
|