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 |
|---|---|---|---|---|---|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
503
shares
|
$12,348
0.01% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
500
shares
|
$12,275
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
500
shares
|
$12,275
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
498
shares
|
$12,225
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
496
shares
|
$12,176
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
480
shares
|
$11,784
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
462
shares
|
$11,342
0.0% of portfolio
|
Q4 2024
Added 99.14%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
460
shares
|
$11,293
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
450
shares
|
$11,047
0.01% of portfolio
|
Q1 2024
Reduced 2.17%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
420
shares
|
$10,311
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
416
shares
|
$10,212
0.0% of portfolio
|
Q4 2023
Added 0.48%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
406
shares
|
$9,967
0.0% of portfolio
|
Q4 2024
Added 100.99%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
405
shares
|
$9,942
0.0% of portfolio
|
Q4 2024
Added 100.5%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
400
shares
|
$9,820
0.02% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Gs Investments, Inc.
|
Feb 11, 2025 Q4 2024 |
400
shares
|
$9,820
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Feb 21, 2025 Q4 2024 |
400
shares
|
$9,820
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
392
shares
|
$9,623
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
384
shares
|
$9,427
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
380
shares
|
$9,329
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
376
shares
|
$9,230
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
372
shares
|
$9,132
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Horrell Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
352
shares
|
$8,641
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
348
shares
|
$8,543
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
338
shares
|
$8,297
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
326
shares
|
$8,003
0.0% of portfolio
|
Q4 2024
Added 100.0%
|