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 |
|---|---|---|---|---|---|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
9,050
shares
|
$228,693
0.14% of portfolio
|
Q4 2024
Added 100.04%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
9,041
shares
|
$228,466
0.15% of portfolio
|
Q4 2024
Added 55.0%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
9,022
shares
|
$227,985
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
9,011
shares
|
$227,707
0.1% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jan 13, 2025 Q4 2024 |
8,992
shares
|
$227,227
0.08% of portfolio
|
Q4 2024
Added 98.54%
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
8,990
shares
|
$227,177
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Jan 30, 2025 Q4 2024 |
8,989
shares
|
$227,152
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,973
shares
|
$226,747
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Feb 13, 2025 Q4 2024 |
8,954
shares
|
$226,267
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
8,920
shares
|
$225,408
0.08% of portfolio
|
Q4 2024
Added 99.51%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
8,871
shares
|
$224,170
0.02% of portfolio
|
Q4 2024
Added 99.98%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
8,840
shares
|
$223,386
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Seneca House Advisors
|
Jan 17, 2025 Q4 2024 |
8,753
shares
|
$221,188
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Flower City Capital
|
Jan 16, 2025 Q4 2024 |
8,734
shares
|
$220,708
0.14% of portfolio
|
Q4 2024
Added 58.92%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
8,716
shares
|
$220,253
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
8,696
shares
|
$219,747
0.14% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
8,680
shares
|
$219,343
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
8,676
shares
|
$219,242
0.0% of portfolio
|
Q4 2024
Added 75.34%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
8,637
shares
|
$218,256
0.26% of portfolio
|
Q2 2024
Reduced 4.58%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
8,637
shares
|
$218,256
0.0% of portfolio
|
Q4 2024
Added 106.68%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
8,600
shares
|
$217,322
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Williams Financial, LLC
Bennington, VT |
Jan 23, 2025 Q4 2024 |
8,599
shares
|
$217,296
0.14% of portfolio
|
Q4 2024
Added 101.19%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
8,579
shares
|
$216,791
0.07% of portfolio
|
Q4 2024
Added 96.0%
|
|
|
Fusion Capital, LLC
|
Feb 05, 2025 Q4 2024 |
8,556
shares
|
$216,210
0.09% of portfolio
|
Q4 2024
Added 100.7%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
8,520
shares
|
$215,300
0.22% of portfolio
|
Q4 2024
New holding
|