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 |
|---|---|---|---|---|---|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
296
shares
|
$7,266
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
294
shares
|
$7,217
0.0% of portfolio
|
Q2 2024
Added 68.0%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
292
shares
|
$7,168
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
284
shares
|
$6,972
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
280
shares
|
$6,874
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
276
shares
|
$6,775
0.0% of portfolio
|
Q2 2022
Added 0.36%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
274
shares
|
$6,726
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
270
shares
|
$6,628
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
250
shares
|
$6,137
0.01% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
240
shares
|
$5,892
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
228
shares
|
$5,597
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
205
shares
|
$5,032
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
200
shares
|
$4,910
0.0% of portfolio
|
Q4 2024
Added 102.02%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
196
shares
|
$4,811
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
192
shares
|
$4,713
0.0% of portfolio
|
Q4 2024
Reduced 77.17%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
188
shares
|
$4,615
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
187
shares
|
$4,590
0.0% of portfolio
|
Q4 2024
Added 98.94%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
184
shares
|
$4,517
0.0% of portfolio
|
Q4 2024
Added 54.62%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
181
shares
|
$4,443
0.0% of portfolio
|
Q4 2024
Added 101.11%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
180
shares
|
$4,419
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
180
shares
|
$4,419
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gpwm LLC
|
Jan 13, 2025 Q4 2024 |
176
shares
|
$4,320
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
176
shares
|
$4,320
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
176
shares
|
$4,320
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
165
shares
|
$4,050
0.0% of portfolio
|
Q4 2024
Added 2.48%
|