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 1,148 institutions that hold shares in the stock, with a total of 158 Million shares, which have been reported (via 13F filing form) to have a value of $4.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
234,981
shares
|
$6.24 Million
1.99% of portfolio
|
Q3 2024
Added 104.84%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
227,723
shares
|
$6.05 Million
0.55% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Youngs Advisory Group, Inc.
|
Nov 07, 2024 Q3 2024 |
225,838
shares
|
$6 Million
4.83% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 21, 2025 Q4 2024 |
225,576
shares
|
$5.99 Million
4.22% of portfolio
|
Q4 2024
Added 146.86%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
225,271
shares
|
$5.98 Million
0.16% of portfolio
|
Q4 2024
Added 94.64%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
225,229
shares
|
$5.98 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
223,805
shares
|
$5.94 Million
1.69% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
223,728
shares
|
$5.94 Million
2.52% of portfolio
|
Q3 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
218,773
shares
|
$5.81 Million
1.62% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
217,682
shares
|
$5.78 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
217,659
shares
|
$5.78 Million
2.31% of portfolio
|
Q4 2024
Added 100.62%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
217,567
shares
|
$5.78 Million
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
216,294
shares
|
$5.74 Million
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
216,223
shares
|
$5.74 Million
2.66% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
213,841
shares
|
$5.68 Million
0.38% of portfolio
|
Q4 2023
New holding
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
213,677
shares
|
$5.67 Million
0.81% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
211,947
shares
|
$5.63 Million
0.28% of portfolio
|
Q4 2024
Added 107.45%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
210,306
shares
|
$5.58 Million
0.44% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
208,557
shares
|
$5.54 Million
2.23% of portfolio
|
Q3 2024
Added 8.23%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
207,758
shares
|
$5.52 Million
0.12% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
204,918
shares
|
$5.44 Million
0.3% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
202,881
shares
|
$5.39 Million
2.71% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
202,881
shares
|
$5.39 Million
1.66% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
189,448
shares
|
$5.03 Million
1.39% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
189,316
shares
|
$5.03 Million
0.12% of portfolio
|
Q3 2024
Added 1.47%
|