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 |
|---|---|---|---|---|---|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
33,659
shares
|
$850,562
0.04% of portfolio
|
Q4 2024
Added 68.03%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
33,364
shares
|
$843,108
0.05% of portfolio
|
Q4 2024
Added 99.24%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
33,069
shares
|
$835,653
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
32,540
shares
|
$822,285
0.98% of portfolio
|
Q4 2024
Added 158.6%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
31,568
shares
|
$797,723
0.63% of portfolio
|
Q4 2024
Added 102.26%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
31,481
shares
|
$795,524
2.0% of portfolio
|
Q3 2023
Reduced 8.29%
|
|
|
Twele Capital Management, Inc.
|
Jan 14, 2025 Q4 2024 |
31,017
shares
|
$783,799
0.17% of portfolio
|
Q4 2024
Added 104.88%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
31,006
shares
|
$783,521
0.26% of portfolio
|
Q4 2024
Added 99.87%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
30,928
shares
|
$781,550
0.08% of portfolio
|
Q4 2024
Added 99.82%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
30,862
shares
|
$779,882
0.02% of portfolio
|
Q4 2024
Added 100.91%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
30,769
shares
|
$777,532
0.05% of portfolio
|
Q4 2024
Added 105.51%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
30,662
shares
|
$774,828
0.55% of portfolio
|
Q4 2024
Added 98.55%
|
|
|
Asset Planning Services Inc
|
Jan 17, 2025 Q4 2024 |
30,622
shares
|
$773,817
0.39% of portfolio
|
Q4 2024
Added 103.66%
|
|
|
Vanguard Capital Wealth Advisors
|
Feb 14, 2025 Q4 2024 |
30,614
shares
|
$773,615
0.88% of portfolio
|
Q4 2024
Added 129.87%
|
|
|
Berkeley, Inc
Boise, ID |
Feb 28, 2025 Q4 2020 |
30,563
shares
|
$772,327
2.2% of portfolio
|
Q4 2020
New holding
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
30,491
shares
|
$770,507
0.02% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
30,489
shares
|
$770,457
0.07% of portfolio
|
Q4 2024
Added 93.88%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
30,479
shares
|
$770,204
0.05% of portfolio
|
Q2 2020
Added 32.48%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
30,385
shares
|
$767,828
0.04% of portfolio
|
Q4 2024
Added 105.0%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
30,232
shares
|
$763,962
0.04% of portfolio
|
Q4 2024
Added 99.93%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
29,993
shares
|
$757,923
0.01% of portfolio
|
Q4 2024
Added 169.09%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
29,943
shares
|
$756,659
0.16% of portfolio
|
Q4 2024
Added 349.59%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
29,916
shares
|
$755,977
0.44% of portfolio
|
Q3 2024
Added 491.81%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
29,849
shares
|
$754,284
0.19% of portfolio
|
Q4 2024
Added 118.13%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
29,693
shares
|
$750,342
1.63% of portfolio
|
Q3 2024
Added 4.74%
|