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 |
|---|---|---|---|---|---|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
381,997
shares
|
$9.14 Million
2.35% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
381,997
shares
|
$9.14 Million
1.67% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Sightline Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
380,429
shares
|
$9.1 Million
4.7% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
379,238
shares
|
$9.08 Million
0.23% of portfolio
|
Q1 2025
Reduced 31.09%
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
378,580
shares
|
$9.06 Million
1.29% of portfolio
|
Q1 2025
Added 14.31%
|
|
|
American Financial Advisors, LLC
|
May 01, 2025 Q1 2025 |
375,811
shares
|
$8.99 Million
1.34% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
374,323
shares
|
$8.96 Million
4.98% of portfolio
|
Q3 2022
Added 5.61%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
369,254
shares
|
$8.84 Million
2.98% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
355,926
shares
|
$8.52 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
350,799
shares
|
$8.39 Million
0.01% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
347,080
shares
|
$8.31 Million
2.76% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
345,442
shares
|
$8.27 Million
1.73% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
344,187
shares
|
$8.24 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
332,165
shares
|
$7.95 Million
0.64% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
329,777
shares
|
$7.89 Million
0.12% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
324,047
shares
|
$7.75 Million
0.14% of portfolio
|
Q4 2024
Added 127.74%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
320,605
shares
|
$7.67 Million
4.91% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
319,300
shares
|
$7.64 Million
0.57% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
318,662
shares
|
$7.63 Million
0.27% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
314,680
shares
|
$7.53 Million
0.0% of portfolio
|
Q1 2025
Added 10.92%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
311,886
shares
|
$7.46 Million
0.04% of portfolio
|
Q3 2023
Added 1.97%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
308,695
shares
|
$7.39 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
308,104
shares
|
$7.37 Million
0.53% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
306,041
shares
|
$7.32 Million
0.09% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
304,696
shares
|
$7.29 Million
0.06% of portfolio
|
Q1 2025
Added 2.03%
|