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 |
|---|---|---|---|---|---|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
18,850
shares
|
$476,339
0.11% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
18,623
shares
|
$470,603
0.04% of portfolio
|
Q4 2024
Added 104.83%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Feb 14, 2025 Q4 2024 |
18,590
shares
|
$469,769
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
18,556
shares
|
$468,910
0.08% of portfolio
|
Q4 2024
Added 94.88%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
18,540
shares
|
$468,505
0.04% of portfolio
|
Q4 2024
Added 99.27%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
18,525
shares
|
$468,126
0.01% of portfolio
|
Q4 2024
Added 100.4%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
18,458
shares
|
$466,433
0.05% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Jan 22, 2025 Q4 2024 |
18,325
shares
|
$463,072
0.29% of portfolio
|
Q4 2024
Added 56.99%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
18,285
shares
|
$462,061
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
18,214
shares
|
$460,267
0.07% of portfolio
|
Q4 2024
Added 131.52%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
18,127
shares
|
$458,069
0.0% of portfolio
|
Q4 2024
Added 149.27%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
18,104
shares
|
$457,488
0.12% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
18,011
shares
|
$455,137
0.32% of portfolio
|
Q4 2024
Added 93.06%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
17,923
shares
|
$452,914
0.28% of portfolio
|
Q4 2024
Added 103.07%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
17,921
shares
|
$452,863
0.06% of portfolio
|
Q4 2024
Added 98.39%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
17,834
shares
|
$450,665
0.13% of portfolio
|
Q4 2024
Added 91.52%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
17,786
shares
|
$449,452
0.18% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
17,702
shares
|
$447,329
0.17% of portfolio
|
Q4 2024
Reduced 62.74%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
17,579
shares
|
$444,221
0.05% of portfolio
|
Q4 2024
Added 128.51%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
17,505
shares
|
$442,351
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
17,470
shares
|
$441,466
0.01% of portfolio
|
Q4 2024
Added 131.64%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
17,464
shares
|
$441,315
0.03% of portfolio
|
Q4 2024
Added 101.48%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Feb 03, 2025 Q4 2024 |
17,416
shares
|
$440,102
0.23% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
17,373
shares
|
$439,015
0.03% of portfolio
|
Q4 2024
Added 100.57%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
17,329
shares
|
$437,903
0.06% of portfolio
|
Q3 2022
New holding
|