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 |
|---|---|---|---|---|---|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
37,320
shares
|
$943,076
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
37,282
shares
|
$942,116
0.49% of portfolio
|
Q4 2024
Added 80.95%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Feb 11, 2025 Q4 2024 |
37,147
shares
|
$938,704
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
37,136
shares
|
$938,426
0.32% of portfolio
|
Q4 2024
Added 100.54%
|
|
|
Leverty Financial Group, LLC
|
Jan 24, 2025 Q4 2024 |
36,771
shares
|
$929,203
0.49% of portfolio
|
Q4 2024
Added 116.84%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
36,703
shares
|
$927,484
0.17% of portfolio
|
Q4 2024
Added 94.2%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
36,638
shares
|
$925,842
0.08% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
36,375
shares
|
$919,196
0.07% of portfolio
|
Q4 2024
Added 98.22%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
36,321
shares
|
$917,831
0.03% of portfolio
|
Q4 2024
Added 94.58%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
36,246
shares
|
$915,936
0.04% of portfolio
|
Q4 2024
Added 102.95%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
36,212
shares
|
$915,077
0.8% of portfolio
|
Q4 2024
Added 100.37%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
36,130
shares
|
$913,005
0.5% of portfolio
|
Q4 2024
Added 100.9%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
35,883
shares
|
$906,763
0.75% of portfolio
|
Q4 2024
Added 106.0%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
35,708
shares
|
$902,341
0.61% of portfolio
|
Q1 2023
Added 1.17%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
35,600
shares
|
$899,612
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
35,398
shares
|
$894,507
0.03% of portfolio
|
Q4 2024
Added 85.03%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
34,922
shares
|
$882,478
0.05% of portfolio
|
Q4 2024
Added 98.15%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
34,430
shares
|
$870,046
0.05% of portfolio
|
Q4 2024
Added 101.04%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
34,315
shares
|
$867,140
0.42% of portfolio
|
Q4 2024
Added 73.11%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
34,284
shares
|
$866,356
0.07% of portfolio
|
Q4 2024
Added 98.96%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
34,271
shares
|
$866,028
0.3% of portfolio
|
Q4 2024
Added 103.53%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
34,240
shares
|
$865,244
0.03% of portfolio
|
Q4 2024
Added 101.01%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
33,880
shares
|
$856,147
0.57% of portfolio
|
Q4 2024
Added 103.43%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
33,772
shares
|
$853,418
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
33,670
shares
|
$850,840
0.18% of portfolio
|
Q4 2024
Added 91.63%
|