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 |
|---|---|---|---|---|---|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
184
shares
|
$4,403
0.0% of portfolio
|
Q4 2024
Added 54.62%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
181
shares
|
$4,331
0.0% of portfolio
|
Q4 2024
Added 101.11%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
180
shares
|
$4,307
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gpwm LLC
|
Apr 22, 2025 Q1 2025 |
176
shares
|
$4,211
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
176
shares
|
$4,211
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
166
shares
|
$3,972
0.0% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
160
shares
|
$3,828
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
156
shares
|
$3,733
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
152
shares
|
$3,637
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
150
shares
|
$3,589
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
145
shares
|
$3,469
0.0% of portfolio
|
Q1 2025
Added 59.34%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
144
shares
|
$3,445
0.0% of portfolio
|
Q1 2025
Reduced 86.86%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
143
shares
|
$3,421
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
140
shares
|
$3,350
0.0% of portfolio
|
Q1 2025
Reduced 95.56%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
140
shares
|
$3,350
0.0% of portfolio
|
Q1 2025
Reduced 62.77%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
136
shares
|
$3,254
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
126
shares
|
$3,015
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
125
shares
|
$2,991
0.0% of portfolio
|
Q1 2025
Reduced 69.14%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
124
shares
|
$2,967
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
116
shares
|
$2,775
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
102
shares
|
$2,440
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
98
shares
|
$2,345
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
95
shares
|
$2,273
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
94
shares
|
$2,249
0.0% of portfolio
|
Q1 2025
Added 14.63%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
93
shares
|
$2,225
0.0% of portfolio
|
Q1 2025
Added 1.09%
|