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 |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
6,182
shares
|
$149,851
0.02% of portfolio
|
Q4 2024
Added 131.45%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
6,160
shares
|
$149,318
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
6,077
shares
|
$147,306
0.18% of portfolio
|
Q3 2024
Reduced 36.8%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
6,047
shares
|
$146,579
0.01% of portfolio
|
Q1 2023
Added 237.07%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
5,670
shares
|
$137,440
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
5,652
shares
|
$137,004
0.1% of portfolio
|
Q3 2022
Reduced 2.38%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
5,524
shares
|
$133,901
0.49% of portfolio
|
Q3 2022
Added 0.02%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
5,491
shares
|
$133,101
0.04% of portfolio
|
Q4 2024
Added 101.21%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
5,458
shares
|
$132,301
0.07% of portfolio
|
Q4 2023
Added 7.57%
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
5,400
shares
|
$130,895
0.04% of portfolio
|
Q4 2024
Added 80.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
5,298
shares
|
$128,423
0.01% of portfolio
|
Q4 2024
Added 376.44%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
5,111
shares
|
$123,890
0.0% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
5,000
shares
|
$121,199
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
4,964
shares
|
$120,327
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
4,883
shares
|
$118,363
0.0% of portfolio
|
Q4 2024
Added 488200.0%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
4,746
shares
|
$115,043
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
4,746
shares
|
$115,043
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
4,506
shares
|
$109,225
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
4,488
shares
|
$108,789
0.02% of portfolio
|
Q4 2024
Added 113.71%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
4,480
shares
|
$108,595
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
4,480
shares
|
$108,595
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Feb 12, 2025 Q4 2024 |
4,392
shares
|
$106,462
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
4,364
shares
|
$105,783
0.01% of portfolio
|
Q4 2024
Added 98.91%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
4,195
shares
|
$101,686
0.01% of portfolio
|
Q4 2024
Added 102.07%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
4,161
shares
|
$100,862
0.04% of portfolio
|
Q1 2024
New holding
|