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 |
|---|---|---|---|---|---|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
62,792
shares
|
$1.67 Million
0.31% of portfolio
|
Q4 2024
Added 100.14%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
62,665
shares
|
$1.67 Million
0.3% of portfolio
|
Q4 2024
Added 100.04%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
62,400
shares
|
$1.66 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hurlow Wealth Management Group, Inc.
|
Feb 12, 2025 Q4 2024 |
61,953
shares
|
$1.65 Million
0.5% of portfolio
|
Q4 2024
Added 97.28%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
61,025
shares
|
$1.63 Million
0.19% of portfolio
|
Q4 2024
Added 102.63%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
60,922
shares
|
$1.62 Million
0.06% of portfolio
|
Q4 2024
Added 81.88%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
60,161
shares
|
$1.6 Million
0.23% of portfolio
|
Q4 2024
Added 98.08%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
59,341
shares
|
$1.58 Million
0.38% of portfolio
|
Q4 2024
Added 93.46%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
59,016
shares
|
$1.57 Million
0.6% of portfolio
|
Q4 2024
Added 93.86%
|
|
|
Greenhouse Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
58,914
shares
|
$1.57 Million
1.01% of portfolio
|
Q4 2024
Added 100.78%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
58,908
shares
|
$1.57 Million
0.28% of portfolio
|
Q4 2024
Added 111.87%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Feb 13, 2025 Q4 2024 |
58,878
shares
|
$1.57 Million
1.3% of portfolio
|
Q4 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
58,033
shares
|
$1.55 Million
0.37% of portfolio
|
Q4 2024
Added 86.87%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
57,873
shares
|
$1.54 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 13, 2025 Q4 2024 |
57,767
shares
|
$1.54 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
57,719
shares
|
$1.54 Million
0.04% of portfolio
|
Q4 2024
Added 182.27%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
57,696
shares
|
$1.54 Million
0.97% of portfolio
|
Q4 2024
Added 105.48%
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
56,845
shares
|
$1.51 Million
0.64% of portfolio
|
Q4 2024
Reduced 51.49%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
55,740
shares
|
$1.48 Million
0.64% of portfolio
|
Q4 2024
Added 69.25%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
55,587
shares
|
$1.48 Million
0.29% of portfolio
|
Q4 2024
Added 277.48%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
55,586
shares
|
$1.48 Million
0.05% of portfolio
|
Q4 2024
Added 78.71%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
55,519
shares
|
$1.48 Million
0.33% of portfolio
|
Q4 2024
Added 102.23%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
55,375
shares
|
$1.47 Million
0.47% of portfolio
|
Q4 2024
Reduced 9.1%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
55,180
shares
|
$1.47 Million
0.5% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
54,752
shares
|
$1.46 Million
0.06% of portfolio
|
Q4 2024
Added 100.93%
|