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 |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
2,000
shares
|
$48,480
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
2,000
shares
|
$48,480
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,985
shares
|
$48,116
0.07% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,979
shares
|
$47,970
0.01% of portfolio
|
Q4 2022
Reduced 1.4%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,945
shares
|
$47,146
0.01% of portfolio
|
Q4 2024
Added 99.9%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
1,920
shares
|
$46,540
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,856
shares
|
$44,989
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,833
shares
|
$44,431
0.01% of portfolio
|
Q4 2024
Added 100.11%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
1,830
shares
|
$44,359
0.02% of portfolio
|
Q4 2024
Added 104.93%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,728
shares
|
$41,886
0.01% of portfolio
|
Q4 2024
Added 91.79%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
1,720
shares
|
$41,692
0.01% of portfolio
|
Q4 2024
Added 110.78%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,602
shares
|
$38,832
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,588
shares
|
$38,493
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
1,523
shares
|
$36,917
0.0% of portfolio
|
Q4 2024
Added 72.68%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
1,444
shares
|
$35,002
0.0% of portfolio
|
Q4 2024
Added 106.88%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,401
shares
|
$33,960
0.01% of portfolio
|
Q4 2022
Added 0.5%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
1,339
shares
|
$32,457
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
1,318
shares
|
$31,948
0.0% of portfolio
|
Q4 2024
Added 128.42%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
1,300
shares
|
$31,511
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
1,293
shares
|
$31,342
0.01% of portfolio
|
Q4 2024
Added 143.05%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
1,252
shares
|
$30,348
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,238
shares
|
$30,009
0.08% of portfolio
|
Q3 2022
Reduced 89.8%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
1,230
shares
|
$29,815
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,220
shares
|
$29,572
0.02% of portfolio
|
Q4 2024
Added 25.51%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,200
shares
|
$29,087
0.01% of portfolio
|
Q4 2024
New holding
|