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 |
|---|---|---|---|---|---|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
207,605
shares
|
$4.97 Million
0.39% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
207,429
shares
|
$4.96 Million
0.22% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Apr 22, 2025 Q1 2025 |
203,395
shares
|
$4.87 Million
1.17% of portfolio
|
Q1 2025
Added 30.55%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
201,116
shares
|
$4.81 Million
0.09% of portfolio
|
Q1 2025
Added 81.05%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
200,902
shares
|
$4.81 Million
1.21% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
200,566
shares
|
$4.8 Million
0.16% of portfolio
|
Q1 2025
Reduced 16.38%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
200,033
shares
|
$4.79 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
198,789
shares
|
$4.76 Million
0.37% of portfolio
|
Q1 2025
Reduced 6.2%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
198,728
shares
|
$4.76 Million
0.21% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
198,630
shares
|
$4.75 Million
0.4% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
195,528
shares
|
$4.68 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.42%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
194,874
shares
|
$4.66 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Barden Capital Management, Inc.
|
Apr 14, 2025 Q1 2025 |
194,751
shares
|
$4.66 Million
4.07% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
191,477
shares
|
$4.58 Million
1.43% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
May 02, 2025 Q1 2025 |
190,345
shares
|
$4.55 Million
2.1% of portfolio
|
Q1 2025
Added 19.62%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
189,063
shares
|
$4.52 Million
2.48% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
188,705
shares
|
$4.52 Million
0.88% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
186,091
shares
|
$4.45 Million
0.52% of portfolio
|
Q1 2025
Added 237.71%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
185,940
shares
|
$4.45 Million
1.56% of portfolio
|
Q1 2025
Reduced 28.09%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
185,890
shares
|
$4.45 Million
1.5% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
185,004
shares
|
$4.43 Million
0.86% of portfolio
|
Q1 2025
Reduced 21.83%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
184,998
shares
|
$4.43 Million
0.96% of portfolio
|
Q1 2025
Added 8.69%
|
|
|
Upper Left Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
184,669
shares
|
$4.42 Million
3.24% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
184,635
shares
|
$4.42 Million
3.25% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 08, 2025 Q1 2025 |
183,683
shares
|
$4.4 Million
0.78% of portfolio
|
Q1 2025
Added 0.4%
|