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 |
|---|---|---|---|---|---|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Feb 12, 2025 Q4 2024 |
26,536
shares
|
$670,564
1.0% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
26,406
shares
|
$667,279
0.01% of portfolio
|
Q4 2024
Added 125.0%
|
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
26,397
shares
|
$667,052
0.32% of portfolio
|
Q4 2024
Added 99.1%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
26,256
shares
|
$663,489
0.02% of portfolio
|
Q4 2024
Added 304.75%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
26,080
shares
|
$659,041
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
26,079
shares
|
$659,016
0.29% of portfolio
|
Q4 2024
Added 117.94%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
25,851
shares
|
$653,254
0.82% of portfolio
|
Q2 2022
Added 2.23%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
25,801
shares
|
$651,991
0.02% of portfolio
|
Q4 2024
Added 99.44%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
25,588
shares
|
$646,608
0.34% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
25,562
shares
|
$645,951
0.01% of portfolio
|
Q4 2024
Added 71.85%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
25,557
shares
|
$645,825
0.02% of portfolio
|
Q4 2024
Added 347.98%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Feb 14, 2025 Q4 2024 |
25,476
shares
|
$643,778
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
25,454
shares
|
$643,222
0.02% of portfolio
|
Q4 2024
Added 121.38%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
25,402
shares
|
$641,908
0.02% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
25,111
shares
|
$634,554
0.07% of portfolio
|
Q4 2024
Added 191.38%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
24,887
shares
|
$628,894
0.09% of portfolio
|
Q4 2024
Added 329.83%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
24,806
shares
|
$626,847
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
24,759
shares
|
$625,659
0.03% of portfolio
|
Q4 2024
Added 99.99%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
24,628
shares
|
$622,349
0.03% of portfolio
|
Q4 2024
Added 182.69%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
24,549
shares
|
$620,353
0.17% of portfolio
|
Q4 2024
Added 103.68%
|
|
|
Pegasus Asset Management, Inc.
|
Jan 31, 2025 Q4 2024 |
24,502
shares
|
$619,165
0.19% of portfolio
|
Q4 2024
Added 65.74%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
24,396
shares
|
$616,486
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
24,296
shares
|
$613,959
0.31% of portfolio
|
Q4 2024
Added 99.98%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
24,160
shares
|
$610,523
0.36% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
24,091
shares
|
$608,779
0.01% of portfolio
|
Q4 2024
Added 109.3%
|