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 |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
4,160
shares
|
$100,838
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
4,102
shares
|
$99,432
0.04% of portfolio
|
Q4 2024
Added 158.15%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
4,041
shares
|
$97,953
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
4,000
shares
|
$96,960
0.07% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,928
shares
|
$95,214
0.02% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
3,686
shares
|
$89,348
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
3,664
shares
|
$88,815
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
3,646
shares
|
$88,379
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
3,621
shares
|
$87,773
0.0% of portfolio
|
Q4 2024
Added 100.94%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
3,550
shares
|
$86,052
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
3,483
shares
|
$84,427
0.02% of portfolio
|
Q4 2024
Reduced 43.74%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
3,483
shares
|
$84,427
0.15% of portfolio
|
Q4 2023
Reduced 4.63%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
3,452
shares
|
$83,676
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,424
shares
|
$82,997
0.02% of portfolio
|
Q4 2022
Reduced 4.3%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
3,400
shares
|
$82,416
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
3,300
shares
|
$79,992
0.03% of portfolio
|
Q4 2024
Added 95.15%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
3,294
shares
|
$79,846
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
Feb 12, 2025 Q4 2024 |
3,223
shares
|
$78,125
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
3,200
shares
|
$77,568
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
3,156
shares
|
$76,501
0.03% of portfolio
|
Q4 2024
Added 101.15%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,103
shares
|
$75,216
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
3,053
shares
|
$74,004
0.09% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
3,023
shares
|
$73,277
0.06% of portfolio
|
Q4 2024
Added 84.89%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
2,981
shares
|
$72,259
0.06% of portfolio
|
Q4 2024
Added 100.47%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
2,967
shares
|
$71,920
0.02% of portfolio
|
Q4 2024
Added 100.47%
|