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 |
|---|---|---|---|---|---|
|
Rock Point Advisors, LLC
Burlington, VT |
Feb 13, 2025 Q4 2024 |
9,896
shares
|
$250,071
0.08% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
9,870
shares
|
$249,414
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
9,850
shares
|
$248,909
0.01% of portfolio
|
Q4 2024
Added 112.97%
|
|
|
Cross Staff Investments Inc
|
Jan 24, 2025 Q4 2024 |
9,809
shares
|
$247,873
0.2% of portfolio
|
Q4 2024
Added 101.25%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
9,790
shares
|
$247,393
0.08% of portfolio
|
Q4 2024
Added 99.11%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
9,790
shares
|
$247,393
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
9,743
shares
|
$246,205
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
9,626
shares
|
$243,249
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
9,602
shares
|
$242,642
0.06% of portfolio
|
Q4 2024
Added 101.22%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
9,600
shares
|
$242,592
0.16% of portfolio
|
Q4 2024
Added 65.52%
|
|
|
Lafayette Investments, Inc.
|
Feb 13, 2025 Q4 2024 |
9,598
shares
|
$242,541
0.05% of portfolio
|
Q4 2024
Added 133.87%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
9,597
shares
|
$242,516
0.04% of portfolio
|
Q4 2024
Added 110.14%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Feb 14, 2025 Q4 2024 |
9,580
shares
|
$242,086
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
9,549
shares
|
$241,303
0.03% of portfolio
|
Q4 2024
Added 59.15%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
9,546
shares
|
$241,227
0.0% of portfolio
|
Q4 2024
Added 99.5%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
9,519
shares
|
$240,545
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
9,346
shares
|
$236,173
0.1% of portfolio
|
Q4 2024
Added 113.18%
|
|
|
Wedgewood Investors Inc
|
Jan 30, 2025 Q4 2024 |
9,344
shares
|
$236,122
0.29% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
9,275
shares
|
$234,379
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Feb 04, 2025 Q4 2024 |
9,200
shares
|
$232,484
0.16% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
9,196
shares
|
$232,382
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
9,152
shares
|
$231,271
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,134
shares
|
$230,816
0.01% of portfolio
|
Q4 2024
Added 58.38%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
9,105
shares
|
$230,083
0.05% of portfolio
|
Q4 2024
Added 89.65%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
9,085
shares
|
$229,577
0.03% of portfolio
|
Q4 2024
Added 8.43%
|