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 |
|---|---|---|---|---|---|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
102,888
shares
|
$2.74 Million
2.1% of portfolio
|
Q3 2023
Reduced 3.07%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
102,710
shares
|
$2.74 Million
0.51% of portfolio
|
Q4 2024
Added 100.81%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
101,964
shares
|
$2.72 Million
0.29% of portfolio
|
Q4 2024
Added 96.32%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
101,958
shares
|
$2.72 Million
0.0% of portfolio
|
Q4 2024
Added 106.83%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
101,761
shares
|
$2.71 Million
0.7% of portfolio
|
Q4 2024
Added 106.29%
|
|
|
Hc Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
100,604
shares
|
$2.68 Million
2.19% of portfolio
|
Q4 2024
Added 115.57%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
100,044
shares
|
$2.66 Million
0.28% of portfolio
|
Q4 2024
Added 104.25%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
99,908
shares
|
$2.66 Million
0.1% of portfolio
|
Q4 2024
Added 97.61%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
99,711
shares
|
$2.66 Million
0.14% of portfolio
|
Q4 2024
Added 95.31%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
99,335
shares
|
$2.65 Million
0.05% of portfolio
|
Q4 2024
Added 89.89%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
98,904
shares
|
$2.63 Million
0.15% of portfolio
|
Q4 2024
Added 93.64%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
97,925
shares
|
$2.61 Million
0.09% of portfolio
|
Q4 2024
Added 548.55%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
97,757
shares
|
$2.6 Million
0.08% of portfolio
|
Q4 2024
Added 111.94%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
96,133
shares
|
$2.56 Million
0.56% of portfolio
|
Q4 2024
Added 98.54%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
95,759
shares
|
$2.55 Million
0.1% of portfolio
|
Q4 2024
Added 102.88%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
95,570
shares
|
$2.55 Million
1.29% of portfolio
|
Q4 2024
Added 97.94%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
94,155
shares
|
$2.51 Million
0.18% of portfolio
|
Q4 2024
Added 97.04%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
94,033
shares
|
$2.5 Million
0.14% of portfolio
|
Q4 2024
Added 97.83%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
93,152
shares
|
$2.48 Million
0.34% of portfolio
|
Q4 2024
Added 98.72%
|
|
|
Jackson Creek Investment Advisors LLC
|
Feb 06, 2025 Q4 2024 |
92,607
shares
|
$2.47 Million
0.72% of portfolio
|
Q4 2024
Added 111.51%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
92,109
shares
|
$2.45 Million
0.28% of portfolio
|
Q4 2024
Added 85.3%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
91,596
shares
|
$2.44 Million
2.18% of portfolio
|
Q4 2024
New holding
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
91,552
shares
|
$2.44 Million
0.12% of portfolio
|
Q4 2024
Added 94.51%
|
|
|
Madden Securities Corp
|
Jan 29, 2025 Q4 2024 |
91,475
shares
|
$2.44 Million
1.0% of portfolio
|
Q4 2024
Added 96.09%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
91,116
shares
|
$2.43 Million
1.74% of portfolio
|
Q3 2024
Added 6.68%
|