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 |
|---|---|---|---|---|---|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
29,008
shares
|
$733,032
0.09% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
28,965
shares
|
$731,945
0.22% of portfolio
|
Q4 2024
Added 93.2%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Feb 19, 2025 Q4 2024 |
28,945
shares
|
$731,440
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
28,932
shares
|
$731,111
0.0% of portfolio
|
Q4 2024
Added 150.41%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
28,777
shares
|
$727,194
0.29% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
28,503
shares
|
$720,270
0.22% of portfolio
|
Q1 2023
Reduced 56.82%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
28,346
shares
|
$716,303
0.16% of portfolio
|
Q4 2024
Added 84.98%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
28,299
shares
|
$715,115
0.01% of portfolio
|
Q4 2024
Added 12.43%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
28,270
shares
|
$714,382
0.26% of portfolio
|
Q4 2024
Reduced 63.57%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
28,072
shares
|
$709,379
0.24% of portfolio
|
Q4 2024
Added 61.55%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
28,027
shares
|
$708,242
0.05% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
27,981
shares
|
$707,079
0.0% of portfolio
|
Q4 2024
Added 117.21%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
27,870
shares
|
$704,274
0.37% of portfolio
|
Q4 2024
Added 105.02%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
27,745
shares
|
$701,116
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
27,717
shares
|
$700,408
0.51% of portfolio
|
Q4 2024
Added 98.77%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
27,690
shares
|
$699,726
0.11% of portfolio
|
Q4 2024
Added 97.52%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
27,661
shares
|
$698,993
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
27,536
shares
|
$695,834
0.21% of portfolio
|
Q4 2024
Added 86.72%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
27,345
shares
|
$691,008
0.16% of portfolio
|
Q4 2024
Added 73.86%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
27,327
shares
|
$690,553
0.11% of portfolio
|
Q4 2024
Added 94.62%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
27,215
shares
|
$687,723
0.62% of portfolio
|
Q4 2024
Added 87.22%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
27,165
shares
|
$686,459
0.29% of portfolio
|
Q4 2024
Added 98.68%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
26,930
shares
|
$680,521
0.05% of portfolio
|
Q4 2024
Added 97.68%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
26,794
shares
|
$677,084
0.28% of portfolio
|
Q4 2024
Added 107.9%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
26,666
shares
|
$673,849
0.07% of portfolio
|
Q4 2024
Added 82.08%
|