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 |
|---|---|---|---|---|---|
|
Planning Directions Inc
|
Feb 06, 2025 Q4 2024 |
20,291
shares
|
$512,753
0.31% of portfolio
|
Q4 2024
Added 100.96%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
20,000
shares
|
$505,400
0.11% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
19,966
shares
|
$504,540
0.07% of portfolio
|
Q4 2024
Added 85.59%
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
19,954
shares
|
$504,237
0.22% of portfolio
|
Q4 2024
Added 100.38%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
19,954
shares
|
$504,237
0.12% of portfolio
|
Q4 2024
Added 100.18%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
19,951
shares
|
$504,161
0.04% of portfolio
|
Q4 2024
Added 100.05%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
19,950
shares
|
$504,136
0.04% of portfolio
|
Q4 2024
Added 101.05%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
19,836
shares
|
$501,255
0.34% of portfolio
|
Q4 2024
Added 100.85%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
19,830
shares
|
$501,104
0.09% of portfolio
|
Q4 2024
Added 164.72%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
19,717
shares
|
$498,248
1.49% of portfolio
|
Q3 2022
Added 4.79%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
19,615
shares
|
$495,671
0.05% of portfolio
|
Q4 2024
Added 90.92%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Jan 30, 2025 Q4 2024 |
19,542
shares
|
$493,826
0.24% of portfolio
|
Q4 2024
Added 100.02%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
19,492
shares
|
$492,562
0.23% of portfolio
|
Q4 2024
Added 99.39%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
19,492
shares
|
$492,562
0.08% of portfolio
|
Q4 2024
Added 98.35%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
19,488
shares
|
$492,461
0.06% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
19,402
shares
|
$490,288
0.16% of portfolio
|
Q4 2024
Added 98.77%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
19,392
shares
|
$490,035
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
19,326
shares
|
$488,368
0.05% of portfolio
|
Q4 2024
Added 105.4%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
19,299
shares
|
$487,685
0.01% of portfolio
|
Q4 2024
Added 129.64%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
19,205
shares
|
$485,310
0.22% of portfolio
|
Q1 2023
Added 0.33%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
19,115
shares
|
$483,036
0.86% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
19,113
shares
|
$482,985
0.28% of portfolio
|
Q4 2024
Added 118.96%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
18,952
shares
|
$478,917
0.0% of portfolio
|
Q4 2024
Added 108.7%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
18,887
shares
|
$477,274
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
18,869
shares
|
$476,819
0.04% of portfolio
|
Q4 2024
Added 104.36%
|