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 |
|---|---|---|---|---|---|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
50,678
shares
|
$1.36 Million
0.02% of portfolio
|
Q4 2024
Added 92.96%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
50,564
shares
|
$1.35 Million
0.27% of portfolio
|
Q4 2024
Added 122.48%
|
|
|
Summit Place Financial Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
50,450
shares
|
$1.35 Million
0.79% of portfolio
|
Q4 2024
Added 100.4%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
49,986
shares
|
$1.34 Million
0.09% of portfolio
|
Q4 2024
Added 103.39%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
49,676
shares
|
$1.33 Million
0.12% of portfolio
|
Q4 2024
Added 91.36%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
49,481
shares
|
$1.33 Million
0.48% of portfolio
|
Q4 2024
Added 97.53%
|
|
|
Blossom Wealth Management
|
Jan 23, 2025 Q4 2024 |
49,283
shares
|
$1.32 Million
2.46% of portfolio
|
Q4 2024
Added 99.29%
|
|
|
Bck Partners, Inc.
|
Jan 30, 2025 Q4 2024 |
49,245
shares
|
$1.32 Million
0.78% of portfolio
|
Q4 2024
Added 80.89%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
49,083
shares
|
$1.31 Million
0.21% of portfolio
|
Q4 2024
Added 87.5%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
48,635
shares
|
$1.3 Million
0.26% of portfolio
|
Q4 2024
Added 135.11%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
48,607
shares
|
$1.3 Million
0.86% of portfolio
|
Q4 2024
Added 98.5%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Feb 12, 2025 Q4 2024 |
48,561
shares
|
$1.3 Million
0.56% of portfolio
|
Q4 2024
Added 81.12%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
48,229
shares
|
$1.29 Million
0.16% of portfolio
|
Q4 2024
Added 94.84%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
48,110
shares
|
$1.29 Million
0.19% of portfolio
|
Q4 2024
Added 101.22%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
48,006
shares
|
$1.29 Million
0.43% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
48,002
shares
|
$1.29 Million
0.24% of portfolio
|
Q4 2024
Added 91.3%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
47,890
shares
|
$1.28 Million
0.04% of portfolio
|
Q4 2024
Added 119.71%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Feb 13, 2025 Q4 2024 |
47,823
shares
|
$1.28 Million
0.93% of portfolio
|
Q4 2024
Added 99.68%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
47,745
shares
|
$1.28 Million
0.96% of portfolio
|
Q4 2024
Added 100.79%
|
|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
47,509
shares
|
$1.27 Million
0.34% of portfolio
|
Q4 2024
Added 84.48%
|
|
|
Mendel Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
46,978
shares
|
$1.26 Million
0.74% of portfolio
|
Q4 2024
Added 119.21%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
46,326
shares
|
$1.24 Million
0.14% of portfolio
|
Q4 2024
Added 108.69%
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
46,221
shares
|
$1.24 Million
0.25% of portfolio
|
Q4 2024
Added 99.56%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
46,095
shares
|
$1.23 Million
0.17% of portfolio
|
Q4 2024
Added 75.91%
|
|
|
Intellus Advisors LLC
Naples, FL |
Feb 11, 2025 Q4 2024 |
46,003
shares
|
$1.23 Million
0.21% of portfolio
|
Q4 2024
New holding
|