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 1,239 institutions that hold shares in the stock, with a total of 271 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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
91,104
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2024
Added 8.71%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
90,625
shares
|
$2.41 Million
0.03% of portfolio
|
Q4 2024
Added 289.25%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
90,418
shares
|
$2.41 Million
0.02% of portfolio
|
Q4 2024
Added 129.85%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
90,000
shares
|
$2.4 Million
0.81% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
88,865
shares
|
$2.37 Million
1.62% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
88,608
shares
|
$2.36 Million
0.01% of portfolio
|
Q4 2024
Added 105.25%
|
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
88,311
shares
|
$2.35 Million
0.85% of portfolio
|
Q4 2024
Added 97.12%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
87,969
shares
|
$2.34 Million
0.11% of portfolio
|
Q4 2024
Added 262.18%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
87,674
shares
|
$2.33 Million
0.01% of portfolio
|
Q4 2024
Added 48.25%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
87,561
shares
|
$2.33 Million
0.15% of portfolio
|
Q4 2024
Added 103.8%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
87,446
shares
|
$2.33 Million
0.69% of portfolio
|
Q4 2024
Added 98.7%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
87,198
shares
|
$2.32 Million
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
86,598
shares
|
$2.31 Million
0.12% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
85,344
shares
|
$2.27 Million
0.57% of portfolio
|
Q4 2024
Added 113.54%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
84,861
shares
|
$2.26 Million
1.94% of portfolio
|
Q4 2024
Added 109.03%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
84,599
shares
|
$2.25 Million
0.05% of portfolio
|
Q4 2024
Added 103.4%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
83,967
shares
|
$2.24 Million
0.85% of portfolio
|
Q4 2024
Added 95.82%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
83,610
shares
|
$2.23 Million
0.08% of portfolio
|
Q4 2024
Added 109.87%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
83,479
shares
|
$2.22 Million
0.19% of portfolio
|
Q4 2024
Added 95.04%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
83,439
shares
|
$2.22 Million
1.14% of portfolio
|
Q2 2023
Added 0.07%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
82,633
shares
|
$2.2 Million
1.87% of portfolio
|
Q4 2024
Added 99.24%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
82,485
shares
|
$2.2 Million
0.03% of portfolio
|
Q4 2024
Added 55.07%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
82,215
shares
|
$2.19 Million
1.31% of portfolio
|
Q4 2024
Added 100.1%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
81,991
shares
|
$2.18 Million
0.06% of portfolio
|
Q4 2024
Added 78.34%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
81,892
shares
|
$2.18 Million
0.1% of portfolio
|
Q4 2024
Added 98.74%
|