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 |
|---|---|---|---|---|---|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
21,955
shares
|
$554,802
0.05% of portfolio
|
Q4 2024
Added 100.58%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
21,930
shares
|
$554,171
0.12% of portfolio
|
Q4 2024
Added 99.64%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
21,930
shares
|
$554,171
0.35% of portfolio
|
Q4 2024
Added 100.55%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
21,922
shares
|
$553,968
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 24, 2025 Q4 2024 |
21,901
shares
|
$553,438
0.13% of portfolio
|
Q4 2024
Added 79.58%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
21,638
shares
|
$546,792
0.02% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Feb 27, 2025 Q4 2024 |
21,417
shares
|
$541,207
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
21,416
shares
|
$541,182
0.25% of portfolio
|
Q4 2024
Added 88.39%
|
|
|
Capital Advantage, Inc.
|
Feb 14, 2025 Q4 2024 |
21,359
shares
|
$539,741
0.1% of portfolio
|
Q4 2024
Added 86.57%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
21,158
shares
|
$534,662
0.26% of portfolio
|
Q4 2024
Added 89.59%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
21,132
shares
|
$534,005
0.0% of portfolio
|
Q4 2024
Added 2038.87%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
21,057
shares
|
$532,110
0.01% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
20,994
shares
|
$530,518
0.03% of portfolio
|
Q4 2024
Added 89.32%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
20,989
shares
|
$530,392
0.2% of portfolio
|
Q4 2024
Added 107.75%
|
|
|
Acas, LLC
|
Feb 06, 2025 Q4 2024 |
20,876
shares
|
$527,536
0.44% of portfolio
|
Q4 2024
Added 101.27%
|
|
|
Mitchell Capital Management CO
|
Feb 05, 2025 Q4 2024 |
20,838
shares
|
$526,576
0.1% of portfolio
|
Q4 2024
Added 93.91%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
20,732
shares
|
$523,897
0.15% of portfolio
|
Q4 2024
Reduced 71.88%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
20,653
shares
|
$521,901
0.0% of portfolio
|
Q4 2024
Added 87.01%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
20,586
shares
|
$520,208
0.04% of portfolio
|
Q4 2024
Added 98.59%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Jan 31, 2025 Q4 2024 |
20,586
shares
|
$520,208
0.49% of portfolio
|
Q4 2024
Added 72.01%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
20,571
shares
|
$519,829
0.01% of portfolio
|
Q4 2024
Added 93.5%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
20,483
shares
|
$517,605
0.19% of portfolio
|
Q4 2024
Added 100.05%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
20,447
shares
|
$516,695
0.14% of portfolio
|
Q4 2024
Added 90.86%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
20,407
shares
|
$515,684
0.02% of portfolio
|
Q4 2024
Added 93.08%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
20,329
shares
|
$513,713
0.04% of portfolio
|
Q4 2024
Added 82.88%
|