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 1,240 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 $7.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
132,425
shares
|
$3.53 Million
1.5% of portfolio
|
Q4 2024
Added 94.66%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
132,405
shares
|
$3.53 Million
0.24% of portfolio
|
Q4 2024
Added 96.89%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
132,294
shares
|
$3.52 Million
1.98% of portfolio
|
Q4 2024
Added 112.36%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
132,154
shares
|
$3.52 Million
2.32% of portfolio
|
Q4 2024
Added 104.75%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
131,476
shares
|
$3.5 Million
0.04% of portfolio
|
Q4 2024
Added 74.73%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
130,849
shares
|
$3.48 Million
0.32% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
130,231
shares
|
$3.47 Million
0.08% of portfolio
|
Q4 2024
Added 98.95%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Feb 14, 2025 Q4 2024 |
129,386
shares
|
$3.45 Million
2.25% of portfolio
|
Q4 2024
Added 94.6%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
128,505
shares
|
$3.42 Million
0.1% of portfolio
|
Q4 2024
Added 91.64%
|
|
|
Elm Partners Management LLC
|
Feb 13, 2025 Q4 2024 |
128,479
shares
|
$3.42 Million
0.23% of portfolio
|
Q4 2024
Added 189.91%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
126,901
shares
|
$3.38 Million
1.89% of portfolio
|
Q4 2024
Added 99.53%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
126,452
shares
|
$3.37 Million
0.02% of portfolio
|
Q4 2024
Added 178.61%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
125,488
shares
|
$3.34 Million
0.23% of portfolio
|
Q4 2024
Added 203.14%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
125,382
shares
|
$3.34 Million
0.42% of portfolio
|
Q4 2022
Reduced 11.73%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
125,378
shares
|
$3.34 Million
0.08% of portfolio
|
Q4 2024
Added 127.78%
|
|
|
Next Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
122,198
shares
|
$3.25 Million
1.3% of portfolio
|
Q4 2024
Added 98.94%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
121,942
shares
|
$3.25 Million
0.03% of portfolio
|
Q4 2024
Added 106.97%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
121,338
shares
|
$3.23 Million
0.05% of portfolio
|
Q4 2024
Added 113.15%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
120,913
shares
|
$3.22 Million
1.6% of portfolio
|
Q4 2024
Added 99.31%
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
120,247
shares
|
$3.2 Million
0.55% of portfolio
|
Q4 2024
Added 105.24%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
120,050
shares
|
$3.2 Million
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
119,493
shares
|
$3.18 Million
3.23% of portfolio
|
Q4 2024
New holding
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
118,919
shares
|
$3.17 Million
0.18% of portfolio
|
Q4 2024
Added 86.19%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Feb 13, 2025 Q4 2024 |
118,632
shares
|
$3.16 Million
0.76% of portfolio
|
Q4 2024
Added 97.6%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
118,296
shares
|
$3.15 Million
0.4% of portfolio
|
Q3 2024
Reduced 7.58%
|