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 |
|---|---|---|---|---|---|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
211,924
shares
|
$5.36 Million
0.5% of portfolio
|
Q4 2024
Added 106.78%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
211,697
shares
|
$5.35 Million
0.24% of portfolio
|
Q4 2024
Added 98.65%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
211,200
shares
|
$5.34 Million
0.03% of portfolio
|
Q4 2024
Added 214.57%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
209,760
shares
|
$5.3 Million
0.36% of portfolio
|
Q4 2024
Added 381281.81%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
205,607
shares
|
$5.2 Million
0.07% of portfolio
|
Q4 2024
Added 93.49%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
204,214
shares
|
$5.16 Million
0.03% of portfolio
|
Q4 2024
Added 93.48%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
200,354
shares
|
$5.06 Million
0.58% of portfolio
|
Q4 2024
Added 95.4%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
198,539
shares
|
$5.02 Million
0.41% of portfolio
|
Q4 2024
Added 110.44%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
196,304
shares
|
$4.96 Million
0.39% of portfolio
|
Q4 2024
Added 102.4%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
196,185
shares
|
$4.96 Million
0.01% of portfolio
|
Q4 2024
Added 99.7%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
195,954
shares
|
$4.95 Million
0.32% of portfolio
|
Q4 2024
Added 113.03%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
193,725
shares
|
$4.9 Million
0.43% of portfolio
|
Q4 2024
Added 107.43%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
191,863
shares
|
$4.85 Million
0.01% of portfolio
|
Q4 2024
Added 1126.35%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
190,062
shares
|
$4.8 Million
1.74% of portfolio
|
Q4 2024
Added 101.51%
|
|
|
Upper Left Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
189,704
shares
|
$4.79 Million
4.39% of portfolio
|
Q4 2024
Added 101.79%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
189,416
shares
|
$4.79 Million
0.03% of portfolio
|
Q4 2024
Added 114.69%
|
|
|
Barden Capital Management, Inc.
|
Feb 06, 2025 Q4 2024 |
189,238
shares
|
$4.78 Million
4.2% of portfolio
|
Q4 2024
Added 450.96%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
188,711
shares
|
$4.77 Million
2.73% of portfolio
|
Q4 2024
Added 80.17%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
188,444
shares
|
$4.76 Million
0.97% of portfolio
|
Q4 2024
Added 99.08%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Feb 24, 2025 Q4 2024 |
187,892
shares
|
$4.75 Million
5.08% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
186,562
shares
|
$4.71 Million
0.17% of portfolio
|
Q4 2024
Added 98.67%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
183,142
shares
|
$4.63 Million
1.46% of portfolio
|
Q4 2024
Added 100.23%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
182,958
shares
|
$4.62 Million
0.82% of portfolio
|
Q4 2024
Added 99.78%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 22, 2025 Q4 2024 |
182,757
shares
|
$4.62 Million
3.08% of portfolio
|
Q4 2024
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
182,481
shares
|
$4.61 Million
1.22% of portfolio
|
Q4 2024
Added 2.39%
|