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 1,225 institutions that hold shares in the stock, with a total of 236 Million shares, which have been reported (via 13F filing form) to have a value of $6.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
25,335,420
shares
|
$674 Million
2.22% of portfolio
|
Q4 2024
Added 106.01%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
22,130,398
shares
|
$589 Million
0.1% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
13,755,837
shares
|
$366 Million
0.47% of portfolio
|
Q4 2024
Added 87.9%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
10,519,302
shares
|
$280 Million
2.07% of portfolio
|
Q4 2022
Added 5.05%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
6,306,514
shares
|
$168 Million
0.05% of portfolio
|
Q4 2024
Added 216.3%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
5,099,991
shares
|
$136 Million
0.28% of portfolio
|
Q4 2024
Added 94.21%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
4,646,799
shares
|
$124 Million
0.26% of portfolio
|
Q4 2024
Added 105.56%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
4,232,965
shares
|
$113 Million
3.94% of portfolio
|
Q4 2024
Added 96.02%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
3,429,894
shares
|
$91.3 Million
0.08% of portfolio
|
Q4 2024
Added 117.26%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
2,992,324
shares
|
$79.7 Million
0.34% of portfolio
|
Q3 2024
Added 105.14%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
2,944,405
shares
|
$78.4 Million
0.13% of portfolio
|
Q4 2024
Added 102.46%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
2,918,922
shares
|
$77.7 Million
0.01% of portfolio
|
Q4 2024
Added 8.78%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
2,616,584
shares
|
$69.7 Million
0.09% of portfolio
|
Q4 2024
Added 107.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,405,263
shares
|
$64 Million
0.03% of portfolio
|
Q4 2024
Added 113.4%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
2,333,310
shares
|
$62.1 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
2,210,392
shares
|
$58.8 Million
0.52% of portfolio
|
Q4 2024
Reduced 95.01%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
2,092,926
shares
|
$55.7 Million
4.75% of portfolio
|
Q4 2024
Added 89.15%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
1,886,204
shares
|
$50.2 Million
0.4% of portfolio
|
Q4 2024
Added 84.12%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,776,518
shares
|
$47.3 Million
0.02% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
1,607,261
shares
|
$42.8 Million
2.16% of portfolio
|
Q4 2024
Added 100.8%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
1,457,979
shares
|
$38.8 Million
0.08% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
1,435,140
shares
|
$38.2 Million
0.53% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
1,413,610
shares
|
$37.6 Million
20.67% of portfolio
|
Q4 2024
New holding
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
1,341,613
shares
|
$35.7 Million
3.53% of portfolio
|
Q4 2024
Added 97.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,329,828
shares
|
$35.4 Million
0.09% of portfolio
|
Q4 2024
Added 84.15%
|