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 |
|---|---|---|---|---|---|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
120,359
shares
|
$3.2 Million
0.29% of portfolio
|
Q3 2024
Added 40.2%
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
120,247
shares
|
$3.19 Million
0.55% of portfolio
|
Q4 2024
Added 105.24%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
118,296
shares
|
$3.14 Million
0.4% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
117,765
shares
|
$3.13 Million
0.03% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 22, 2024 Q3 2024 |
116,663
shares
|
$3.1 Million
2.41% of portfolio
|
Q3 2024
Added 107.91%
|
|
|
Bnc Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
116,641
shares
|
$3.1 Million
1.04% of portfolio
|
Q4 2024
Added 110.51%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
116,541
shares
|
$3.09 Million
2.05% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
116,373
shares
|
$3.09 Million
0.75% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Nov 08, 2024 Q3 2024 |
115,773
shares
|
$3.07 Million
1.17% of portfolio
|
Q3 2024
Added 7.18%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
115,201
shares
|
$3.06 Million
0.55% of portfolio
|
Q3 2022
Reduced 1.89%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
112,778
shares
|
$2.99 Million
0.66% of portfolio
|
Q4 2024
Added 98.27%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
111,159
shares
|
$2.95 Million
0.91% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
111,081
shares
|
$2.95 Million
0.06% of portfolio
|
Q4 2024
Added 79.78%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
110,686
shares
|
$2.94 Million
0.25% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
110,379
shares
|
$2.93 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
109,898
shares
|
$2.92 Million
0.04% of portfolio
|
Q4 2024
Added 99.78%
|
|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
109,487
shares
|
$2.91 Million
1.71% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
109,259
shares
|
$2.9 Million
0.07% of portfolio
|
Q3 2024
Added 45.47%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
108,069
shares
|
$2.87 Million
2.65% of portfolio
|
Q3 2024
Reduced 27.63%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
106,568
shares
|
$2.83 Million
0.23% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
106,260
shares
|
$2.82 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
105,550
shares
|
$2.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 19.92%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
104,841
shares
|
$2.78 Million
0.16% of portfolio
|
Q3 2024
Added 65.04%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
103,938
shares
|
$2.76 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
102,888
shares
|
$2.73 Million
2.1% of portfolio
|
Q3 2023
Reduced 3.07%
|