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 |
|---|---|---|---|---|---|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
118,271
shares
|
$3.15 Million
1.34% of portfolio
|
Q4 2024
Added 98.92%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
118,178
shares
|
$3.15 Million
1.12% of portfolio
|
Q4 2024
Added 114.69%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
116,781
shares
|
$3.11 Million
0.08% of portfolio
|
Q4 2024
Added 109.02%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Feb 05, 2025 Q4 2024 |
116,663
shares
|
$3.11 Million
1.28% of portfolio
|
Q3 2024
Added 107.91%
|
|
|
Bnc Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
116,641
shares
|
$3.11 Million
1.04% of portfolio
|
Q4 2024
Added 110.51%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
116,234
shares
|
$3.1 Million
0.25% of portfolio
|
Q4 2024
Added 99.05%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
116,054
shares
|
$3.09 Million
0.16% of portfolio
|
Q4 2024
Added 115.64%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
115,564
shares
|
$3.08 Million
0.45% of portfolio
|
Q4 2024
Added 98.92%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
115,201
shares
|
$3.07 Million
0.55% of portfolio
|
Q3 2022
Reduced 1.89%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
113,562
shares
|
$3.02 Million
1.57% of portfolio
|
Q4 2024
Added 99.28%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
113,117
shares
|
$3.01 Million
0.15% of portfolio
|
Q4 2024
Added 102.21%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
112,778
shares
|
$3 Million
0.66% of portfolio
|
Q4 2024
Added 98.27%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
112,122
shares
|
$2.99 Million
0.04% of portfolio
|
Q4 2024
Added 82.48%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
111,396
shares
|
$2.97 Million
0.65% of portfolio
|
Q4 2024
Added 100.72%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
111,081
shares
|
$2.96 Million
0.06% of portfolio
|
Q4 2024
Added 79.78%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
110,656
shares
|
$2.95 Million
0.49% of portfolio
|
Q4 2024
Added 99.91%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
110,379
shares
|
$2.94 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
110,019
shares
|
$2.93 Million
0.01% of portfolio
|
Q4 2024
Added 77.46%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
109,898
shares
|
$2.93 Million
0.04% of portfolio
|
Q4 2024
Added 99.78%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
109,536
shares
|
$2.92 Million
0.95% of portfolio
|
Q4 2024
Added 97.24%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
109,140
shares
|
$2.91 Million
0.73% of portfolio
|
Q4 2024
Added 67.76%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
106,052
shares
|
$2.82 Million
0.99% of portfolio
|
Q4 2024
Added 103.97%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
105,135
shares
|
$2.8 Million
0.09% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
105,102
shares
|
$2.8 Million
0.39% of portfolio
|
Q4 2024
Added 101.42%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
104,620
shares
|
$2.79 Million
0.0% of portfolio
|
Q4 2024
Added 125.98%
|