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 |
|---|---|---|---|---|---|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
12,899
shares
|
$325,957
0.01% of portfolio
|
Q4 2024
Added 100.14%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
12,800
shares
|
$323,456
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
12,795
shares
|
$323,329
0.03% of portfolio
|
Q4 2024
Reduced 37.81%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
12,785
shares
|
$323,076
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
12,706
shares
|
$321,080
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
12,691
shares
|
$320,701
0.01% of portfolio
|
Q4 2024
Added 33.69%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
12,672
shares
|
$320,221
0.02% of portfolio
|
Q4 2024
Added 124.24%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
12,662
shares
|
$319,968
0.19% of portfolio
|
Q4 2024
Added 142.38%
|
|
|
Somerset Group LLC
Wayzata, MN |
Feb 11, 2025 Q4 2024 |
12,624
shares
|
$319,008
0.3% of portfolio
|
Q4 2024
Added 93.06%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
12,578
shares
|
$317,846
0.08% of portfolio
|
Q4 2024
Added 97.3%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
12,576
shares
|
$317,795
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
12,494
shares
|
$315,723
0.01% of portfolio
|
Q4 2024
Added 87.57%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
12,471
shares
|
$315,142
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 22, 2025 Q4 2024 |
12,464
shares
|
$314,965
0.21% of portfolio
|
Q4 2024
Added 98.91%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
12,400
shares
|
$313,348
0.01% of portfolio
|
Q4 2024
Added 98.4%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
12,384
shares
|
$312,943
0.04% of portfolio
|
Q4 2024
Added 100.1%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
12,383
shares
|
$312,918
0.17% of portfolio
|
Q4 2024
Added 106.25%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
12,375
shares
|
$312,716
0.24% of portfolio
|
Q4 2024
Added 72.55%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
12,313
shares
|
$311,149
0.06% of portfolio
|
Q3 2022
Added 11.45%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
12,131
shares
|
$306,550
0.18% of portfolio
|
Q4 2024
Added 109.3%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
12,116
shares
|
$306,171
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jan 29, 2025 Q4 2024 |
12,108
shares
|
$305,969
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
12,042
shares
|
$304,301
0.12% of portfolio
|
Q4 2024
Added 98.19%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
12,016
shares
|
$303,644
0.0% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
11,742
shares
|
$296,720
0.04% of portfolio
|
Q4 2024
Added 94.63%
|