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 |
|---|---|---|---|---|---|
|
Alliance Wealth Management Group
Flemington, NJ |
Feb 12, 2025 Q4 2024 |
394,651
shares
|
$9.97 Million
2.66% of portfolio
|
Q4 2024
Added 94.52%
|
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
394,651
shares
|
$9.97 Million
1.62% of portfolio
|
Q4 2024
Added 94.52%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
385,126
shares
|
$9.73 Million
1.46% of portfolio
|
Q4 2024
Added 103.29%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
383,958
shares
|
$9.7 Million
0.48% of portfolio
|
Q4 2024
Added 76.48%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
380,829
shares
|
$9.62 Million
3.48% of portfolio
|
Q4 2024
Added 105.62%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
378,178
shares
|
$9.56 Million
0.02% of portfolio
|
Q4 2024
Added 102.28%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
377,665
shares
|
$9.54 Million
0.12% of portfolio
|
Q4 2024
Added 99.49%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
374,323
shares
|
$9.46 Million
4.98% of portfolio
|
Q3 2022
Added 5.61%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
370,084
shares
|
$9.35 Million
5.17% of portfolio
|
Q4 2024
Added 115.11%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
367,870
shares
|
$9.3 Million
3.25% of portfolio
|
Q4 2024
Added 105.23%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
353,112
shares
|
$8.92 Million
0.08% of portfolio
|
Q4 2024
Added 88.9%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
352,742
shares
|
$8.91 Million
1.97% of portfolio
|
Q4 2024
Added 101.14%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
348,824
shares
|
$8.81 Million
0.01% of portfolio
|
Q4 2024
Added 93.21%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
348,121
shares
|
$8.8 Million
0.09% of portfolio
|
Q4 2024
Added 141.3%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
333,401
shares
|
$8.43 Million
2.96% of portfolio
|
Q4 2024
Added 100.6%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
332,606
shares
|
$8.4 Million
3.27% of portfolio
|
Q4 2024
Added 102.42%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
331,734
shares
|
$8.38 Million
0.77% of portfolio
|
Q4 2024
Added 95.01%
|
|
|
St. Louis Trust CO
|
Feb 07, 2025 Q4 2024 |
331,189
shares
|
$8.37 Million
1.23% of portfolio
|
Q4 2024
Added 112.59%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
328,270
shares
|
$8.3 Million
0.69% of portfolio
|
Q4 2024
Added 101.1%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
327,369
shares
|
$8.27 Million
0.97% of portfolio
|
Q4 2024
Added 181.31%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
327,142
shares
|
$8.27 Million
0.13% of portfolio
|
Q4 2024
Added 102.74%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
327,097
shares
|
$8.27 Million
0.64% of portfolio
|
Q4 2024
Added 98.49%
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
325,496
shares
|
$8.23 Million
5.22% of portfolio
|
Q4 2024
Added 101.56%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
324,047
shares
|
$8.19 Million
0.14% of portfolio
|
Q4 2024
Added 127.74%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
314,089
shares
|
$7.94 Million
0.27% of portfolio
|
Q4 2024
Added 92.09%
|