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 |
|---|---|---|---|---|---|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
249,209
shares
|
$5.96 Million
0.19% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
247,029
shares
|
$5.91 Million
2.78% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
244,868
shares
|
$5.86 Million
0.07% of portfolio
|
Q1 2025
Reduced 18.99%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
243,465
shares
|
$5.83 Million
2.17% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
242,582
shares
|
$5.8 Million
0.13% of portfolio
|
Q2 2024
Reduced 2.61%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
241,669
shares
|
$5.78 Million
0.38% of portfolio
|
Q1 2025
Added 15.21%
|
|
|
Copperwynd Financial, LLC
|
May 05, 2025 Q1 2025 |
241,382
shares
|
$5.78 Million
1.57% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
239,393
shares
|
$5.73 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
236,718
shares
|
$5.66 Million
0.03% of portfolio
|
Q1 2025
Added 87.2%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
233,784
shares
|
$5.59 Million
3.76% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
232,748
shares
|
$5.57 Million
0.91% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
229,331
shares
|
$5.49 Million
2.62% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Apr 24, 2025 Q1 2025 |
227,542
shares
|
$5.45 Million
2.7% of portfolio
|
Q1 2025
New holding
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
226,320
shares
|
$5.42 Million
0.15% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
226,248
shares
|
$5.41 Million
0.59% of portfolio
|
Q1 2025
Added 12.92%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
225,592
shares
|
$5.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
224,982
shares
|
$5.38 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Apr 28, 2025 Q1 2025 |
221,607
shares
|
$5.3 Million
4.07% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
221,206
shares
|
$5.29 Million
2.2% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
221,143
shares
|
$5.29 Million
0.24% of portfolio
|
Q1 2025
Reduced 7.77%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
216,223
shares
|
$5.17 Million
2.66% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
214,739
shares
|
$5.14 Million
0.3% of portfolio
|
Q1 2025
Added 9.59%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
213,841
shares
|
$5.12 Million
0.38% of portfolio
|
Q4 2023
New holding
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Apr 22, 2025 Q1 2025 |
213,194
shares
|
$5.1 Million
2.92% of portfolio
|
Q1 2025
Added 16.65%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
208,886
shares
|
$5 Million
2.44% of portfolio
|
Q1 2025
Reduced 10.59%
|