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 |
|---|---|---|---|---|---|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
76
shares
|
$1,818
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
76
shares
|
$1,818
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
54
shares
|
$1,292
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
52
shares
|
$1,244
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
52
shares
|
$1,244
0.0% of portfolio
|
Q1 2025
Reduced 74.63%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
52
shares
|
$1,244
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
44
shares
|
$1,052
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
38
shares
|
$909
0.0% of portfolio
|
Q1 2025
Reduced 93.38%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
36
shares
|
$861
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
36
shares
|
$861
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
33
shares
|
$789
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
32
shares
|
$765
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
32
shares
|
$765
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
30
shares
|
$717
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
30
shares
|
$717
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
28
shares
|
$670
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
27
shares
|
$646
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
19
shares
|
$454
0.0% of portfolio
|
Q4 2024
Added 111.11%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
16
shares
|
$382
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
12
shares
|
$287
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
12
shares
|
$287
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
4
shares
|
$95
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
4
shares
|
$95
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
3
shares
|
$71
0.15% of portfolio
|
Q1 2025
Reduced 99.97%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
2
shares
|
$47
0.0% of portfolio
|
Q4 2024
Added 100.0%
|