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 |
|---|---|---|---|---|---|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
81,789
shares
|
$2.18 Million
0.36% of portfolio
|
Q4 2024
Added 63.17%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 08, 2025 Q4 2024 |
81,261
shares
|
$2.16 Million
0.61% of portfolio
|
Q4 2024
Added 98.82%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
81,231
shares
|
$2.16 Million
1.82% of portfolio
|
Q4 2024
New holding
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
78,991
shares
|
$2.1 Million
0.43% of portfolio
|
Q4 2024
Added 59.02%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
78,873
shares
|
$2.1 Million
0.0% of portfolio
|
Q4 2024
Added 382.85%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
78,714
shares
|
$2.1 Million
1.21% of portfolio
|
Q1 2023
Added 0.26%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
78,630
shares
|
$2.09 Million
0.02% of portfolio
|
Q4 2024
Added 96.38%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
78,383
shares
|
$2.09 Million
0.26% of portfolio
|
Q4 2024
Added 75.02%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Feb 18, 2025 Q4 2024 |
77,256
shares
|
$2.06 Million
1.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
77,189
shares
|
$2.06 Million
0.29% of portfolio
|
Q4 2024
Added 94.17%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
76,862
shares
|
$2.05 Million
0.92% of portfolio
|
Q4 2024
Added 101.3%
|
|
|
Von Berge Wealth Management Group, LLC
|
Feb 06, 2025 Q4 2024 |
76,835
shares
|
$2.05 Million
1.26% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
76,116
shares
|
$2.03 Million
0.52% of portfolio
|
Q4 2024
Added 78.86%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
75,956
shares
|
$2.02 Million
0.03% of portfolio
|
Q4 2024
Added 120.16%
|
|
|
Whelan Financial
|
Feb 13, 2025 Q4 2024 |
74,265
shares
|
$1.98 Million
0.76% of portfolio
|
Q4 2024
Added 99.21%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
74,165
shares
|
$1.98 Million
1.42% of portfolio
|
Q4 2024
Added 128.26%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
73,763
shares
|
$1.96 Million
0.03% of portfolio
|
Q4 2024
Added 94.92%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
73,441
shares
|
$1.96 Million
0.13% of portfolio
|
Q4 2024
Added 80.61%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
72,708
shares
|
$1.94 Million
0.41% of portfolio
|
Q4 2024
Added 79.26%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
72,667
shares
|
$1.94 Million
0.63% of portfolio
|
Q4 2024
Added 104.84%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
72,180
shares
|
$1.92 Million
0.29% of portfolio
|
Q4 2022
Reduced 31.93%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
71,903
shares
|
$1.91 Million
0.13% of portfolio
|
Q1 2023
Reduced 1.85%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
71,743
shares
|
$1.91 Million
0.05% of portfolio
|
Q4 2024
Added 98.56%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
71,560
shares
|
$1.91 Million
0.01% of portfolio
|
Q4 2024
Added 102.68%
|
|
|
Sws Partners
|
Feb 06, 2025 Q4 2024 |
71,201
shares
|
$1.9 Million
0.58% of portfolio
|
Q4 2024
Added 108.01%
|