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 1,237 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 $7.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
54,700
shares
|
$1.47 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Wealth Management, Llc.
|
Feb 04, 2025 Q4 2024 |
54,696
shares
|
$1.47 Million
0.44% of portfolio
|
Q4 2024
Added 94.03%
|
|
|
Cooper/Haims Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
54,580
shares
|
$1.46 Million
0.81% of portfolio
|
Q4 2024
Added 100.46%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
54,491
shares
|
$1.46 Million
0.09% of portfolio
|
Q4 2024
Added 89.96%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Feb 13, 2025 Q4 2024 |
54,374
shares
|
$1.46 Million
2.62% of portfolio
|
Q4 2024
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
54,299
shares
|
$1.45 Million
0.03% of portfolio
|
Q4 2024
Added 100.16%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
54,051
shares
|
$1.45 Million
0.1% of portfolio
|
Q4 2024
Added 58.95%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
54,003
shares
|
$1.45 Million
1.47% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
53,794
shares
|
$1.44 Million
0.04% of portfolio
|
Q4 2023
Reduced 0.07%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
53,703
shares
|
$1.44 Million
0.2% of portfolio
|
Q4 2024
Added 96.53%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
53,601
shares
|
$1.44 Million
0.49% of portfolio
|
Q4 2024
Added 99.33%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
53,561
shares
|
$1.43 Million
0.05% of portfolio
|
Q4 2024
Added 98.07%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
53,286
shares
|
$1.43 Million
0.03% of portfolio
|
Q4 2024
Added 173.81%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
52,849
shares
|
$1.42 Million
0.6% of portfolio
|
Q4 2024
Added 86.88%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
52,798
shares
|
$1.41 Million
0.57% of portfolio
|
Q4 2024
Added 96.07%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
52,790
shares
|
$1.41 Million
0.86% of portfolio
|
Q4 2024
Added 121.45%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
52,322
shares
|
$1.4 Million
0.17% of portfolio
|
Q4 2024
Added 98.84%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
52,061
shares
|
$1.39 Million
0.03% of portfolio
|
Q4 2024
Added 103.73%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
51,709
shares
|
$1.39 Million
0.11% of portfolio
|
Q4 2024
Added 109.27%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
51,550
shares
|
$1.38 Million
0.0% of portfolio
|
Q4 2024
Added 88.23%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
51,450
shares
|
$1.38 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
51,241
shares
|
$1.37 Million
0.44% of portfolio
|
Q4 2024
Added 90.42%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Feb 06, 2025 Q4 2024 |
51,217
shares
|
$1.37 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
Climber Capital Sa
Nyon, V8 |
Feb 12, 2025 Q4 2024 |
51,164
shares
|
$1.37 Million
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
50,784
shares
|
$1.36 Million
0.09% of portfolio
|
Q4 2024
Added 97.68%
|