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 1,248 institutions that hold shares in the stock, with a total of 272 Million shares, which have been reported (via 13F filing form) to have a value of $6.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,329,828
shares
|
$33.6 Million
0.09% of portfolio
|
Q4 2024
Added 84.15%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,313,951
shares
|
$33.2 Million
2.78% of portfolio
|
Q2 2023
Added 1.99%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Feb 03, 2025 Q4 2024 |
1,246,176
shares
|
$31.5 Million
6.7% of portfolio
|
Q4 2024
Added 49.73%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
1,211,020
shares
|
$30.6 Million
1.28% of portfolio
|
Q4 2024
Added 82.52%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
1,169,439
shares
|
$29.6 Million
0.05% of portfolio
|
Q4 2024
Added 97.48%
|
|
|
Mokosak Advisory Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,110,523
shares
|
$28.1 Million
8.61% of portfolio
|
Q4 2024
Added 100.48%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
1,094,246
shares
|
$27.7 Million
3.38% of portfolio
|
Q4 2024
Added 98.23%
|
|
|
Legacy Wealth Management, Inc
|
Jan 21, 2025 Q4 2024 |
1,079,434
shares
|
$27.3 Million
1.79% of portfolio
|
Q4 2024
Added 96.05%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,050,496
shares
|
$26.5 Million
0.01% of portfolio
|
Q4 2024
Added 100.74%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
1,045,716
shares
|
$26.4 Million
3.28% of portfolio
|
Q4 2024
Added 144.38%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
1,017,671
shares
|
$25.7 Million
2.34% of portfolio
|
Q4 2024
Added 75.11%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
946,574
shares
|
$23.9 Million
0.5% of portfolio
|
Q4 2024
Added 106.93%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
916,130
shares
|
$23.2 Million
3.71% of portfolio
|
Q4 2024
Added 106.5%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
913,328
shares
|
$23.1 Million
0.0% of portfolio
|
Q4 2024
Added 94.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
900,057
shares
|
$22.7 Million
0.01% of portfolio
|
Q4 2024
Added 99.33%
|
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
888,471
shares
|
$22.5 Million
7.53% of portfolio
|
Q4 2024
Added 107.24%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
886,128
shares
|
$22.4 Million
0.26% of portfolio
|
Q4 2024
Added 94.98%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
867,146
shares
|
$21.9 Million
6.17% of portfolio
|
Q4 2024
Added 103.59%
|
|
|
Forth Right Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
821,140
shares
|
$20.8 Million
7.38% of portfolio
|
Q4 2024
Added 103.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
808,231
shares
|
$20.4 Million
0.05% of portfolio
|
Q4 2024
Added 106.76%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
798,230
shares
|
$20.2 Million
0.02% of portfolio
|
Q4 2024
Added 130.85%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
784,539
shares
|
$19.8 Million
0.12% of portfolio
|
Q4 2024
Added 78.3%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
779,074
shares
|
$19.7 Million
3.42% of portfolio
|
Q2 2023
Added 1.51%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
775,429
shares
|
$19.6 Million
6.13% of portfolio
|
Q4 2024
Added 97.29%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
769,426
shares
|
$19.4 Million
0.94% of portfolio
|
Q4 2024
Added 126.71%
|