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 |
|---|---|---|---|---|---|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
71,096
shares
|
$1.89 Million
2.29% of portfolio
|
Q2 2022
Reduced 2.24%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
70,596
shares
|
$1.88 Million
0.05% of portfolio
|
Q4 2024
Added 100.34%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
70,487
shares
|
$1.88 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
69,428
shares
|
$1.85 Million
0.06% of portfolio
|
Q4 2024
Added 99.52%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
68,701
shares
|
$1.83 Million
0.57% of portfolio
|
Q4 2024
Added 107.09%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
68,267
shares
|
$1.82 Million
0.06% of portfolio
|
Q4 2024
Added 212.43%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
67,459
shares
|
$1.8 Million
0.33% of portfolio
|
Q4 2024
Added 101.23%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
67,425
shares
|
$1.8 Million
0.05% of portfolio
|
Q4 2024
Added 109.63%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jan 17, 2025 Q4 2024 |
67,342
shares
|
$1.79 Million
1.39% of portfolio
|
Q4 2024
Added 100.45%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
67,228
shares
|
$1.79 Million
2.4% of portfolio
|
Q4 2024
Added 95.03%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
66,883
shares
|
$1.78 Million
0.04% of portfolio
|
Q4 2024
Added 92.35%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
66,850
shares
|
$1.78 Million
0.03% of portfolio
|
Q4 2024
Added 341.9%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
66,271
shares
|
$1.76 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
66,270
shares
|
$1.76 Million
0.02% of portfolio
|
Q4 2024
Added 342.8%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
65,879
shares
|
$1.75 Million
0.25% of portfolio
|
Q4 2024
Added 1367.24%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
65,666
shares
|
$1.75 Million
1.21% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
64,659
shares
|
$1.72 Million
0.46% of portfolio
|
Q4 2024
Added 119.56%
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
64,556
shares
|
$1.72 Million
0.8% of portfolio
|
Q4 2024
Added 72.92%
|
|
|
Ltg Capital LLC
|
Jan 30, 2025 Q4 2024 |
64,522
shares
|
$1.72 Million
1.52% of portfolio
|
Q4 2024
Added 100.04%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
64,400
shares
|
$1.71 Million
0.09% of portfolio
|
Q4 2024
Added 44.54%
|
|
|
Oakwell Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
64,045
shares
|
$1.71 Million
0.46% of portfolio
|
Q4 2024
Added 99.9%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
63,810
shares
|
$1.7 Million
1.04% of portfolio
|
Q1 2023
Added 0.11%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
63,802
shares
|
$1.7 Million
0.2% of portfolio
|
Q4 2024
Added 106.56%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Feb 14, 2025 Q4 2024 |
62,848
shares
|
$1.67 Million
0.34% of portfolio
|
Q4 2024
Added 101.11%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
62,843
shares
|
$1.67 Million
0.89% of portfolio
|
Q4 2024
Added 97.88%
|