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 |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
311,886
shares
|
$7.88 Million
0.04% of portfolio
|
Q3 2023
Added 1.97%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
311,551
shares
|
$7.87 Million
0.11% of portfolio
|
Q4 2024
Added 97.14%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
302,278
shares
|
$7.64 Million
0.1% of portfolio
|
Q4 2024
Added 93.99%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
301,821
shares
|
$7.63 Million
4.04% of portfolio
|
Q4 2024
Added 103.71%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
298,629
shares
|
$7.55 Million
0.08% of portfolio
|
Q4 2024
Added 95.15%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
296,598
shares
|
$7.5 Million
0.19% of portfolio
|
Q4 2024
Added 99.46%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
295,006
shares
|
$7.45 Million
0.11% of portfolio
|
Q4 2024
Added 104.26%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
294,719
shares
|
$7.45 Million
0.58% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
293,265
shares
|
$7.41 Million
3.3% of portfolio
|
Q4 2024
Added 103.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
290,938
shares
|
$7.35 Million
0.02% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
285,649
shares
|
$7.22 Million
1.16% of portfolio
|
Q4 2024
Added 104.52%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
284,333
shares
|
$7.19 Million
0.72% of portfolio
|
Q4 2024
Added 84.47%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
283,709
shares
|
$7.17 Million
0.0% of portfolio
|
Q4 2024
Added 129.88%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
280,391
shares
|
$7.09 Million
1.09% of portfolio
|
Q4 2024
Added 98.75%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
271,388
shares
|
$6.86 Million
0.34% of portfolio
|
Q4 2024
Added 107.41%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
269,057
shares
|
$6.8 Million
0.01% of portfolio
|
Q4 2024
Added 100.68%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
268,835
shares
|
$6.79 Million
1.0% of portfolio
|
Q4 2024
Added 101.06%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
265,573
shares
|
$6.71 Million
9.64% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
264,095
shares
|
$6.67 Million
0.25% of portfolio
|
Q4 2024
Added 94.4%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
262,724
shares
|
$6.64 Million
3.94% of portfolio
|
Q4 2024
Added 105.77%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
260,853
shares
|
$6.59 Million
0.54% of portfolio
|
Q4 2024
Added 93.39%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
258,570
shares
|
$6.53 Million
2.3% of portfolio
|
Q4 2024
Added 84.4%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
258,315
shares
|
$6.53 Million
1.25% of portfolio
|
Q4 2024
Added 102.0%
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
256,971
shares
|
$6.49 Million
1.09% of portfolio
|
Q4 2024
Added 98.54%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
253,224
shares
|
$6.4 Million
3.18% of portfolio
|
Q4 2024
Added 88.11%
|