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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,649
shares
|
$269,100
0.01% of portfolio
|
Q2 2024
Reduced 4.49%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
10,627
shares
|
$268,544
0.0% of portfolio
|
Q4 2024
Added 511.8%
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
10,621
shares
|
$268,392
0.21% of portfolio
|
Q4 2024
Added 89.49%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
10,534
shares
|
$266,194
0.04% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
10,533
shares
|
$266,168
0.17% of portfolio
|
Q4 2024
Added 111.55%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Feb 12, 2025 Q4 2024 |
10,512
shares
|
$265,638
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
10,440
shares
|
$263,818
0.05% of portfolio
|
Q4 2024
Added 16.62%
|
|
|
Mainstay Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
10,434
shares
|
$263,667
0.05% of portfolio
|
Q4 2024
Added 68.86%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
10,432
shares
|
$263,616
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
10,419
shares
|
$263,288
0.14% of portfolio
|
Q4 2024
Added 100.4%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
10,338
shares
|
$261,241
0.01% of portfolio
|
Q2 2023
Added 40.04%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
10,257
shares
|
$259,194
0.02% of portfolio
|
Q4 2024
Added 100.65%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
10,218
shares
|
$258,208
0.05% of portfolio
|
Q4 2024
Added 60.33%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
10,203
shares
|
$257,829
0.08% of portfolio
|
Q4 2024
Added 119.51%
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
10,128
shares
|
$255,934
0.01% of portfolio
|
Q4 2024
Added 136.41%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
10,072
shares
|
$254,519
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
10,070
shares
|
$254,468
0.15% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
9,996
shares
|
$252,598
0.03% of portfolio
|
Q4 2024
Added 102.35%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
9,978
shares
|
$252,144
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
9,976
shares
|
$252,093
0.17% of portfolio
|
Q4 2023
Reduced 6.36%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
9,955
shares
|
$251,562
0.0% of portfolio
|
Q4 2024
Added 98.23%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,936
shares
|
$251,082
0.07% of portfolio
|
Q4 2024
Added 89.01%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
9,934
shares
|
$251,032
0.02% of portfolio
|
Q4 2024
Added 99.44%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
9,911
shares
|
$250,450
0.01% of portfolio
|
Q1 2024
Added 1.18%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
9,902
shares
|
$250,223
0.07% of portfolio
|
Q4 2024
Added 113.91%
|