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 |
|---|---|---|---|---|---|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
8,506
shares
|
$214,946
0.07% of portfolio
|
Q4 2022
Reduced 1.39%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
8,506
shares
|
$214,946
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Leeward Financial Partners, LLC
|
Feb 12, 2025 Q4 2024 |
8,465
shares
|
$213,910
0.08% of portfolio
|
Q4 2024
Added 99.51%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
8,454
shares
|
$213,632
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
8,453
shares
|
$213,607
0.02% of portfolio
|
Q4 2024
Added 162.92%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
8,385
shares
|
$211,888
0.02% of portfolio
|
Q4 2024
Added 100.26%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
8,350
shares
|
$211,004
0.05% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
8,346
shares
|
$210,903
0.16% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
8,325
shares
|
$210,372
0.01% of portfolio
|
Q4 2024
Added 99.98%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
8,305
shares
|
$209,867
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
8,300
shares
|
$209,741
0.01% of portfolio
|
Q4 2024
Added 100.77%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
8,298
shares
|
$209,690
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
8,286
shares
|
$209,387
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
8,256
shares
|
$208,629
0.08% of portfolio
|
Q4 2024
Added 80.93%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
8,248
shares
|
$208,426
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
8,245
shares
|
$208,351
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
8,194
shares
|
$207,062
0.0% of portfolio
|
Q4 2024
Added 104.44%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,165
shares
|
$206,329
0.01% of portfolio
|
Q4 2024
Added 100.22%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
8,162
shares
|
$206,253
0.03% of portfolio
|
Q4 2024
Added 82.84%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
8,148
shares
|
$205,899
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Jan 31, 2025 Q4 2024 |
8,147
shares
|
$205,874
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
8,040
shares
|
$203,170
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
8,036
shares
|
$203,069
0.02% of portfolio
|
Q4 2024
Added 94.72%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Feb 14, 2025 Q4 2024 |
8,000
shares
|
$202,160
0.1% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
7,978
shares
|
$201,604
0.0% of portfolio
|
Q4 2024
Added 97.77%
|