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 |
|---|---|---|---|---|---|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
15,015
shares
|
$379,429
0.07% of portfolio
|
Q4 2024
Added 100.09%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
15,001
shares
|
$379,075
0.01% of portfolio
|
Q4 2024
Added 191.28%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
14,936
shares
|
$377,432
0.0% of portfolio
|
Q4 2024
Added 99.47%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
14,909
shares
|
$376,750
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
14,905
shares
|
$376,649
0.07% of portfolio
|
Q4 2024
Added 91.31%
|
|
|
Planning Alternatives LTD
|
Feb 06, 2025 Q4 2024 |
14,878
shares
|
$375,967
0.06% of portfolio
|
Q4 2024
Added 93.85%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
14,763
shares
|
$373,061
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
14,746
shares
|
$372,631
0.05% of portfolio
|
Q4 2024
Added 73.16%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
14,663
shares
|
$370,534
0.13% of portfolio
|
Q4 2024
Added 82.76%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
14,654
shares
|
$370,306
0.02% of portfolio
|
Q1 2024
Reduced 2.2%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
14,610
shares
|
$369,194
0.01% of portfolio
|
Q4 2024
Added 92.01%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
14,607
shares
|
$369,118
0.05% of portfolio
|
Q4 2024
Added 100.26%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
14,548
shares
|
$367,627
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
14,519
shares
|
$366,895
0.01% of portfolio
|
Q4 2024
Added 99.88%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
14,518
shares
|
$366,869
0.07% of portfolio
|
Q4 2024
Added 81.09%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
14,447
shares
|
$365,075
2.09% of portfolio
|
Q3 2023
Reduced 94.39%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
14,368
shares
|
$363,079
0.03% of portfolio
|
Q4 2024
Added 108.32%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
14,350
shares
|
$362,624
0.01% of portfolio
|
Q4 2024
Added 107.28%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
14,339
shares
|
$362,346
0.05% of portfolio
|
Q4 2024
Added 120.36%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Feb 13, 2025 Q4 2024 |
14,277
shares
|
$360,779
0.07% of portfolio
|
Q4 2024
Added 106.73%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
14,222
shares
|
$359,389
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
14,033
shares
|
$354,613
0.0% of portfolio
|
Q4 2024
Added 100.64%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
14,000
shares
|
$353,780
0.23% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
13,993
shares
|
$353,603
0.01% of portfolio
|
Q4 2024
Added 104.34%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jan 29, 2025 Q4 2024 |
13,975
shares
|
$353,148
0.27% of portfolio
|
Q4 2024
Added 116.03%
|