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 |
|---|---|---|---|---|---|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
251,924
shares
|
$6.37 Million
5.12% of portfolio
|
Q4 2024
Added 95.62%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
250,461
shares
|
$6.33 Million
0.91% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
250,115
shares
|
$6.32 Million
2.5% of portfolio
|
Q4 2024
Added 100.97%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
244,066
shares
|
$6.17 Million
0.19% of portfolio
|
Q4 2024
Added 78.59%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jan 28, 2025 Q4 2024 |
243,378
shares
|
$6.15 Million
2.1% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
243,078
shares
|
$6.14 Million
4.09% of portfolio
|
Q4 2024
Added 98.7%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
242,918
shares
|
$6.14 Million
2.99% of portfolio
|
Q4 2024
Added 108.04%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
242,582
shares
|
$6.13 Million
0.13% of portfolio
|
Q2 2024
Reduced 2.61%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
240,094
shares
|
$6.07 Million
0.07% of portfolio
|
Q4 2024
Added 85.0%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
239,781
shares
|
$6.06 Million
0.29% of portfolio
|
Q4 2024
Added 99.22%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
239,375
shares
|
$6.05 Million
1.17% of portfolio
|
Q4 2024
Added 106.76%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
237,437
shares
|
$6 Million
0.03% of portfolio
|
Q4 2024
Added 101.62%
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
236,683
shares
|
$5.98 Million
1.15% of portfolio
|
Q4 2024
Added 145.93%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Feb 10, 2025 Q4 2024 |
233,623
shares
|
$5.9 Million
2.87% of portfolio
|
Q4 2024
New holding
|
|
|
Copperwynd Financial, LLC
|
Feb 10, 2025 Q4 2024 |
230,715
shares
|
$5.83 Million
1.65% of portfolio
|
Q4 2024
Added 110.72%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Feb 24, 2025 Q4 2024 |
228,981
shares
|
$5.79 Million
0.39% of portfolio
|
Q4 2024
Added 93.57%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 21, 2025 Q4 2024 |
225,576
shares
|
$5.7 Million
4.22% of portfolio
|
Q4 2024
Added 146.86%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
225,271
shares
|
$5.69 Million
0.16% of portfolio
|
Q4 2024
Added 94.64%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
222,244
shares
|
$5.62 Million
0.23% of portfolio
|
Q4 2024
Added 100.79%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
221,963
shares
|
$5.61 Million
0.97% of portfolio
|
Q4 2024
Added 99.68%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
217,659
shares
|
$5.5 Million
2.31% of portfolio
|
Q4 2024
Added 100.62%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
216,294
shares
|
$5.47 Million
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
216,223
shares
|
$5.46 Million
2.66% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
213,841
shares
|
$5.4 Million
0.38% of portfolio
|
Q4 2023
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
211,947
shares
|
$5.36 Million
0.28% of portfolio
|
Q4 2024
Added 107.45%
|