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 |
|---|---|---|---|---|---|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
17,300
shares
|
$437,171
0.17% of portfolio
|
Q4 2024
Added 112.27%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
17,281
shares
|
$436,690
0.13% of portfolio
|
Q4 2024
Added 89.11%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
17,267
shares
|
$436,337
0.1% of portfolio
|
Q4 2024
Added 112.6%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
17,254
shares
|
$436,008
0.06% of portfolio
|
Q4 2024
Added 132.72%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
17,208
shares
|
$434,846
0.0% of portfolio
|
Q4 2024
Added 161.48%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
17,200
shares
|
$434,644
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
17,200
shares
|
$434,644
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
J. L. Bainbridge & Co., Inc.
|
Feb 10, 2025 Q4 2024 |
17,145
shares
|
$433,254
0.04% of portfolio
|
Q4 2024
Added 98.14%
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
17,143
shares
|
$433,203
0.08% of portfolio
|
Q4 2024
Added 103.91%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
17,090
shares
|
$431,864
0.05% of portfolio
|
Q4 2024
Added 74.42%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
17,040
shares
|
$430,600
0.37% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Feb 12, 2025 Q4 2024 |
17,014
shares
|
$429,943
0.25% of portfolio
|
Q4 2024
Added 101.23%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
17,001
shares
|
$429,615
0.0% of portfolio
|
Q4 2024
Added 99.99%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
16,996
shares
|
$429,488
0.08% of portfolio
|
Q4 2024
Added 77.19%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
16,982
shares
|
$429,135
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Geometric Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
16,933
shares
|
$427,896
0.08% of portfolio
|
Q4 2024
Added 132.88%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
16,896
shares
|
$426,961
0.19% of portfolio
|
Q4 2024
Added 98.94%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
16,895
shares
|
$426,936
0.07% of portfolio
|
Q4 2024
Added 78.35%
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
16,655
shares
|
$420,871
0.07% of portfolio
|
Q4 2024
Added 99.99%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
16,465
shares
|
$416,070
0.05% of portfolio
|
Q4 2024
Added 100.01%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
16,464
shares
|
$416,045
0.38% of portfolio
|
Q4 2024
Added 95.14%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
16,400
shares
|
$414,428
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
16,348
shares
|
$413,113
0.46% of portfolio
|
Q4 2024
Added 99.95%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
16,295
shares
|
$411,774
0.01% of portfolio
|
Q4 2024
Added 96.16%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
16,251
shares
|
$410,662
0.01% of portfolio
|
Q3 2023
Added 159.77%
|