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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
767,559
shares
|
$19.4 Million
0.06% of portfolio
|
Q4 2024
Added 108.42%
|
|
|
Fidelis I M, LLC
Medford, OR |
Jan 21, 2025 Q4 2024 |
764,326
shares
|
$19.3 Million
9.7% of portfolio
|
Q4 2024
Added 81.85%
|
|
|
Strategic Financial Planning, Inc.
|
Feb 13, 2025 Q4 2024 |
760,942
shares
|
$19.2 Million
13.41% of portfolio
|
Q4 2024
Added 106.39%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
728,475
shares
|
$18.4 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Jan 23, 2025 Q4 2024 |
697,698
shares
|
$17.6 Million
15.3% of portfolio
|
Q4 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
685,790
shares
|
$17.3 Million
4.85% of portfolio
|
Q4 2024
Added 113.24%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
670,493
shares
|
$16.9 Million
1.52% of portfolio
|
Q4 2024
Added 103.43%
|
|
|
Joule Financial, LLC
|
Jan 15, 2025 Q4 2024 |
667,432
shares
|
$16.9 Million
6.16% of portfolio
|
Q4 2024
Added 116.32%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
664,526
shares
|
$16.8 Million
1.38% of portfolio
|
Q4 2024
Added 95.09%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
645,618
shares
|
$16.3 Million
4.0% of portfolio
|
Q4 2024
Added 98.42%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
643,183
shares
|
$16.3 Million
0.06% of portfolio
|
Q4 2024
Added 99.33%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
635,493
shares
|
$16.1 Million
1.54% of portfolio
|
Q4 2024
Added 99.93%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Feb 14, 2025 Q4 2024 |
626,777
shares
|
$15.8 Million
4.07% of portfolio
|
Q4 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
621,660
shares
|
$15.7 Million
0.99% of portfolio
|
Q4 2024
Added 79.38%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
617,950
shares
|
$15.6 Million
0.38% of portfolio
|
Q4 2024
Added 95.87%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
615,010
shares
|
$15.5 Million
0.16% of portfolio
|
Q4 2024
Added 102.22%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
609,961
shares
|
$15.4 Million
0.02% of portfolio
|
Q4 2024
Added 102.7%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
608,112
shares
|
$15.4 Million
7.93% of portfolio
|
Q4 2024
Added 106.12%
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
592,315
shares
|
$15 Million
3.88% of portfolio
|
Q4 2024
Added 100.82%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
590,903
shares
|
$14.9 Million
4.95% of portfolio
|
Q4 2024
Added 100.79%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
585,883
shares
|
$14.8 Million
0.05% of portfolio
|
Q4 2024
Added 105.44%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
572,459
shares
|
$14.5 Million
0.18% of portfolio
|
Q4 2024
Added 103.1%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
558,501
shares
|
$14.1 Million
0.1% of portfolio
|
Q4 2024
Reduced 20.86%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
554,960
shares
|
$14 Million
3.8% of portfolio
|
Q4 2024
Added 975.48%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
550,366
shares
|
$13.9 Million
0.34% of portfolio
|
Q4 2024
Added 103.63%
|