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 |
|---|---|---|---|---|---|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
42,029
shares
|
$1.06 Million
0.16% of portfolio
|
Q4 2024
Added 102.22%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
41,842
shares
|
$1.06 Million
0.41% of portfolio
|
Q4 2024
Added 101.22%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
41,832
shares
|
$1.06 Million
0.42% of portfolio
|
Q4 2024
Added 102.54%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
41,822
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Added 106.74%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
41,646
shares
|
$1.05 Million
0.17% of portfolio
|
Q3 2022
Reduced 4.84%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
40,638
shares
|
$1.03 Million
0.29% of portfolio
|
Q4 2024
Added 105.02%
|
|
|
Econ Financial Services Corp
|
Jan 27, 2025 Q4 2024 |
40,397
shares
|
$1.02 Million
0.64% of portfolio
|
Q4 2024
Added 93.42%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
40,360
shares
|
$1.02 Million
0.3% of portfolio
|
Q4 2024
Added 85.04%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
40,070
shares
|
$1.01 Million
0.34% of portfolio
|
Q4 2024
Added 86.26%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
39,912
shares
|
$1.01 Million
0.54% of portfolio
|
Q4 2024
Added 91.2%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
39,908
shares
|
$1.01 Million
0.08% of portfolio
|
Q4 2024
Added 101.89%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
39,620
shares
|
$1 Million
1.03% of portfolio
|
Q4 2023
Reduced 6.36%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
39,536
shares
|
$999,074
1.11% of portfolio
|
Q4 2023
Added 1.59%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
39,506
shares
|
$998,316
0.29% of portfolio
|
Q4 2024
Added 80.96%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
39,347
shares
|
$994,298
0.18% of portfolio
|
Q4 2024
Added 95.49%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Feb 13, 2025 Q4 2024 |
39,064
shares
|
$987,147
0.39% of portfolio
|
Q4 2024
Added 97.04%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
38,852
shares
|
$981,790
0.04% of portfolio
|
Q4 2024
Added 103.33%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
38,796
shares
|
$980,374
0.21% of portfolio
|
Q4 2024
Added 96.96%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
38,591
shares
|
$975,194
0.54% of portfolio
|
Q4 2024
Added 149.28%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
38,459
shares
|
$971,858
0.38% of portfolio
|
Q2 2024
Reduced 89.5%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
38,007
shares
|
$960,436
0.09% of portfolio
|
Q4 2024
Added 99.99%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
37,996
shares
|
$960,158
0.03% of portfolio
|
Q4 2024
Added 101.32%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
37,812
shares
|
$955,509
0.33% of portfolio
|
Q4 2024
Added 98.04%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
37,646
shares
|
$951,314
0.33% of portfolio
|
Q4 2024
Added 98.2%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
37,396
shares
|
$944,996
0.41% of portfolio
|
Q4 2024
Added 93.33%
|