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 |
|---|---|---|---|---|---|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
212
shares
|
$5,444
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
201
shares
|
$5,161
0.0% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
196
shares
|
$5,033
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
192
shares
|
$4,930
0.0% of portfolio
|
Q4 2024
Reduced 77.17%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
192
shares
|
$4,930
0.0% of portfolio
|
Q1 2025
Reduced 94.17%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
188
shares
|
$4,827
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
184
shares
|
$4,725
0.0% of portfolio
|
Q4 2024
Added 54.62%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
181
shares
|
$4,648
0.0% of portfolio
|
Q4 2024
Added 101.11%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
180
shares
|
$4,622
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gpwm LLC
|
Apr 22, 2025 Q1 2025 |
176
shares
|
$4,519
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
176
shares
|
$4,519
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
166
shares
|
$4,262
0.0% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
160
shares
|
$4,108
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
156
shares
|
$4,006
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
152
shares
|
$3,903
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
150
shares
|
$3,852
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
145
shares
|
$3,723
0.0% of portfolio
|
Q1 2025
Added 59.34%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
144
shares
|
$3,697
0.0% of portfolio
|
Q1 2025
Reduced 86.86%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
143
shares
|
$3,672
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
140
shares
|
$3,595
0.0% of portfolio
|
Q1 2025
Reduced 95.56%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
140
shares
|
$3,595
0.0% of portfolio
|
Q1 2025
Reduced 62.77%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
136
shares
|
$3,492
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
126
shares
|
$3,235
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
125
shares
|
$3,210
0.0% of portfolio
|
Q1 2025
Reduced 69.14%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
124
shares
|
$3,184
0.0% of portfolio
|
Q1 2025
New holding
|