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 |
|---|---|---|---|---|---|
|
Floyd Financial Group LLC
Springfield, MO |
Jan 13, 2025 Q4 2024 |
181,002
shares
|
$4.57 Million
3.79% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
180,924
shares
|
$4.57 Million
0.84% of portfolio
|
Q4 2024
Added 103.18%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
179,538
shares
|
$4.54 Million
1.39% of portfolio
|
Q4 2024
Added 103.71%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
178,144
shares
|
$4.5 Million
0.16% of portfolio
|
Q4 2024
Added 100.23%
|
|
|
Moneywise, Inc.
|
Jan 27, 2025 Q4 2024 |
177,190
shares
|
$4.48 Million
2.46% of portfolio
|
Q4 2024
Added 44.9%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
175,715
shares
|
$4.44 Million
1.46% of portfolio
|
Q4 2024
Added 114.8%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
174,841
shares
|
$4.42 Million
2.27% of portfolio
|
Q4 2024
Added 102.94%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
173,159
shares
|
$4.38 Million
0.42% of portfolio
|
Q4 2024
Added 98.06%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
172,116
shares
|
$4.35 Million
3.63% of portfolio
|
Q4 2024
Added 100.15%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
170,211
shares
|
$4.3 Million
0.96% of portfolio
|
Q4 2024
Added 113.26%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
168,696
shares
|
$4.26 Million
0.04% of portfolio
|
Q4 2024
Added 103.06%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
166,385
shares
|
$4.2 Million
0.01% of portfolio
|
Q4 2024
Added 76.4%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
165,420
shares
|
$4.18 Million
0.55% of portfolio
|
Q4 2024
Added 110.53%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
162,440
shares
|
$4.1 Million
1.45% of portfolio
|
Q4 2024
Added 98.55%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
161,548
shares
|
$4.08 Million
0.39% of portfolio
|
Q4 2024
Added 95.96%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Feb 03, 2025 Q4 2024 |
159,131
shares
|
$4.02 Million
1.86% of portfolio
|
Q4 2024
Added 107.72%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
158,999
shares
|
$4.02 Million
0.17% of portfolio
|
Q3 2022
Added 122.71%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
158,672
shares
|
$4.01 Million
0.7% of portfolio
|
Q4 2024
Added 101.17%
|
|
|
Consilium Wealth Advisory, LLC
|
Feb 05, 2025 Q4 2024 |
158,463
shares
|
$4 Million
1.98% of portfolio
|
Q4 2024
Added 97.0%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
156,262
shares
|
$3.95 Million
1.03% of portfolio
|
Q4 2024
Added 100.36%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Feb 03, 2025 Q4 2024 |
155,795
shares
|
$3.94 Million
0.99% of portfolio
|
Q4 2024
Added 97.35%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
155,700
shares
|
$3.93 Million
0.48% of portfolio
|
Q4 2024
Added 98.83%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
154,537
shares
|
$3.91 Million
0.31% of portfolio
|
Q4 2024
Added 96.95%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
154,438
shares
|
$3.9 Million
0.05% of portfolio
|
Q4 2024
Added 41.35%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 22, 2025 Q4 2024 |
153,794
shares
|
$3.89 Million
3.64% of portfolio
|
Q4 2024
New holding
|