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 |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
548,859
shares
|
$13.9 Million
0.21% of portfolio
|
Q4 2024
Added 93.08%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
542,868
shares
|
$13.7 Million
1.45% of portfolio
|
Q4 2024
Added 104.77%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
532,878
shares
|
$13.5 Million
2.39% of portfolio
|
Q4 2024
Added 99.94%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
524,465
shares
|
$13.3 Million
1.32% of portfolio
|
Q4 2024
Added 108.82%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
524,178
shares
|
$13.2 Million
3.23% of portfolio
|
Q4 2024
Added 108.76%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
490,214
shares
|
$12.4 Million
1.5% of portfolio
|
Q4 2024
Added 92.87%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
488,433
shares
|
$12.3 Million
0.45% of portfolio
|
Q4 2024
Added 6.94%
|
|
|
Meridian Management CO
|
Feb 12, 2025 Q4 2024 |
484,640
shares
|
$12.2 Million
3.4% of portfolio
|
Q4 2024
Added 71.4%
|
|
|
Youngs Advisory Group, Inc.
|
Feb 13, 2025 Q4 2024 |
463,201
shares
|
$11.7 Million
5.08% of portfolio
|
Q4 2024
Added 105.1%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
455,027
shares
|
$11.5 Million
0.02% of portfolio
|
Q4 2024
Added 102.03%
|
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
454,963
shares
|
$11.5 Million
0.55% of portfolio
|
Q4 2024
Added 99.79%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
454,218
shares
|
$11.5 Million
1.42% of portfolio
|
Q4 2024
Added 103.02%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
445,902
shares
|
$11.3 Million
0.09% of portfolio
|
Q4 2024
Added 329.01%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
444,827
shares
|
$11.2 Million
1.58% of portfolio
|
Q4 2024
Added 103.33%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
443,404
shares
|
$11.2 Million
0.03% of portfolio
|
Q4 2024
Added 198.88%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
435,482
shares
|
$11 Million
1.06% of portfolio
|
Q4 2024
Added 100.05%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
432,409
shares
|
$10.9 Million
0.83% of portfolio
|
Q4 2024
Added 102.37%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
428,941
shares
|
$10.8 Million
5.17% of portfolio
|
Q4 2024
Added 99.91%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
424,716
shares
|
$10.7 Million
5.22% of portfolio
|
Q4 2024
Added 102.74%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
421,280
shares
|
$10.6 Million
1.65% of portfolio
|
Q4 2024
Added 88.24%
|
|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
420,188
shares
|
$10.6 Million
0.11% of portfolio
|
Q4 2024
Added 67.99%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
419,022
shares
|
$10.6 Million
0.09% of portfolio
|
Q4 2024
Added 101.69%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
414,602
shares
|
$10.5 Million
0.43% of portfolio
|
Q4 2024
Added 97.14%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
408,079
shares
|
$10.3 Million
2.24% of portfolio
|
Q4 2024
Added 95.67%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
402,867
shares
|
$10.2 Million
0.29% of portfolio
|
Q4 2024
Added 96.6%
|