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 |
|---|---|---|---|---|---|
|
Goepper Burkhardt LLC
|
Feb 12, 2025 Q4 2024 |
7,974
shares
|
$201,502
0.08% of portfolio
|
Q4 2024
Added 65.2%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
7,974
shares
|
$201,502
0.0% of portfolio
|
Q4 2024
Added 96.21%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Feb 11, 2025 Q4 2024 |
7,881
shares
|
$199,152
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
7,864
shares
|
$198,723
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
7,863
shares
|
$198,698
0.02% of portfolio
|
Q4 2024
Added 100.18%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
7,831
shares
|
$197,889
0.14% of portfolio
|
Q4 2024
Added 91.65%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
7,823
shares
|
$197,687
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sja Financial Advisory, LLC
|
Feb 03, 2025 Q4 2024 |
7,805
shares
|
$197,232
0.14% of portfolio
|
Q4 2024
Added 97.85%
|
|
|
Jentner Corp
|
Feb 14, 2025 Q4 2024 |
7,769
shares
|
$196,322
0.08% of portfolio
|
Q4 2024
Added 19.07%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jan 29, 2025 Q4 2024 |
7,734
shares
|
$195,438
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
7,723
shares
|
$195,160
0.03% of portfolio
|
Q4 2023
Added 46.8%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
7,699
shares
|
$194,553
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Granite Investment Partners, LLC
|
Feb 13, 2025 Q4 2024 |
7,667
shares
|
$193,745
0.01% of portfolio
|
Q4 2024
Added 115.61%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
7,610
shares
|
$192,304
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
7,449
shares
|
$188,236
0.09% of portfolio
|
Q4 2024
Added 99.6%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
7,409
shares
|
$187,225
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
7,386
shares
|
$186,644
0.05% of portfolio
|
Q4 2024
Added 106.14%
|
|
|
Palouse Capital Management, Inc.
|
Jan 30, 2025 Q4 2024 |
7,217
shares
|
$182,373
0.13% of portfolio
|
Q4 2024
Added 105.14%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
6,796
shares
|
$171,734
0.11% of portfolio
|
Q3 2023
Added 2.57%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
6,505
shares
|
$164,381
0.01% of portfolio
|
Q1 2024
Reduced 12.27%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
6,368
shares
|
$160,919
0.05% of portfolio
|
Q4 2024
Added 105.75%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
6,249
shares
|
$157,912
0.01% of portfolio
|
Q4 2022
Added 0.71%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
6,220
shares
|
$157,179
0.02% of portfolio
|
Q4 2024
Added 94.5%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
6,209
shares
|
$156,901
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
6,188
shares
|
$156,370
0.02% of portfolio
|
Q4 2024
Added 76.3%
|