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 |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
1,154
shares
|
$28,330
0.0% of portfolio
|
Q4 2024
Added 95.59%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
1,129
shares
|
$27,716
0.02% of portfolio
|
Q4 2024
Added 351.6%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
1,096
shares
|
$26,906
0.01% of portfolio
|
Q4 2024
Added 46.52%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
1,095
shares
|
$26,882
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
1,072
shares
|
$26,317
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,055
shares
|
$25,900
0.01% of portfolio
|
Q4 2024
Added 77.01%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
1,054
shares
|
$25,875
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Feb 21, 2025 Q4 2024 |
1,016
shares
|
$24,942
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
1,002
shares
|
$24,599
0.0% of portfolio
|
Q4 2024
Added 43.55%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
1,002
shares
|
$24,599
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$24,550
0.01% of portfolio
|
Q4 2024
Added 101.61%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
998
shares
|
$24,500
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
989
shares
|
$24,279
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
964
shares
|
$23,666
0.01% of portfolio
|
Q4 2024
Added 551.35%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
958
shares
|
$23,518
0.0% of portfolio
|
Q4 2024
Added 100.42%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
910
shares
|
$22,340
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
900
shares
|
$22,095
0.02% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
895
shares
|
$21,972
0.01% of portfolio
|
Q4 2024
Added 115.66%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
886
shares
|
$21,751
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
878
shares
|
$21,554
0.0% of portfolio
|
Q2 2022
Reduced 20.47%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
870
shares
|
$21,358
0.0% of portfolio
|
Q4 2024
Added 96.83%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
840
shares
|
$20,622
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
840
shares
|
$20,622
0.01% of portfolio
|
Q4 2024
Added 110.0%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
810
shares
|
$19,885
0.0% of portfolio
|
Q4 2024
Added 105.06%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
800
shares
|
$19,640
0.02% of portfolio
|
Q4 2024
New holding
|