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 |
|---|---|---|---|---|---|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
45,668
shares
|
$1.21 Million
0.44% of portfolio
|
Q3 2022
Reduced 5.69%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
45,500
shares
|
$1.21 Million
0.13% of portfolio
|
Q4 2024
Added 96.49%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
45,448
shares
|
$1.21 Million
0.67% of portfolio
|
Q4 2024
Added 99.21%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
45,388
shares
|
$1.21 Million
0.04% of portfolio
|
Q4 2024
Added 98.02%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
45,328
shares
|
$1.21 Million
0.15% of portfolio
|
Q4 2024
Added 102.01%
|
|
|
Strategic Equity Management
|
Feb 07, 2025 Q4 2024 |
45,123
shares
|
$1.2 Million
0.56% of portfolio
|
Q4 2024
Added 49.68%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
45,037
shares
|
$1.2 Million
0.3% of portfolio
|
Q4 2024
Added 97.9%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
45,021
shares
|
$1.2 Million
0.07% of portfolio
|
Q4 2023
Added 14.84%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Feb 10, 2025 Q4 2024 |
45,002
shares
|
$1.2 Million
1.34% of portfolio
|
Q4 2024
New holding
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
44,913
shares
|
$1.19 Million
0.11% of portfolio
|
Q4 2024
Added 99.81%
|
|
|
Holderness Investments CO
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
44,760
shares
|
$1.19 Million
0.26% of portfolio
|
Q4 2024
Added 106.12%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
44,634
shares
|
$1.19 Million
0.11% of portfolio
|
Q4 2024
Added 96.76%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
44,464
shares
|
$1.18 Million
0.39% of portfolio
|
Q4 2024
Added 98.96%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
44,323
shares
|
$1.18 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Wisconsin Capital Management LLC
|
Feb 12, 2025 Q4 2024 |
44,000
shares
|
$1.17 Million
0.64% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
43,525
shares
|
$1.16 Million
0.31% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Feb 13, 2025 Q4 2024 |
43,373
shares
|
$1.15 Million
0.65% of portfolio
|
Q4 2024
Added 140.17%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 13, 2025 Q4 2024 |
42,787
shares
|
$1.14 Million
1.14% of portfolio
|
Q4 2024
Added 90.67%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
42,334
shares
|
$1.13 Million
0.05% of portfolio
|
Q4 2024
Added 107.01%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
42,256
shares
|
$1.12 Million
0.3% of portfolio
|
Q4 2024
Added 79.55%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
42,132
shares
|
$1.12 Million
1.58% of portfolio
|
Q4 2024
Added 100.96%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
42,029
shares
|
$1.12 Million
0.16% of portfolio
|
Q4 2024
Added 102.22%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
41,842
shares
|
$1.11 Million
0.41% of portfolio
|
Q4 2024
Added 101.22%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
41,832
shares
|
$1.11 Million
0.42% of portfolio
|
Q4 2024
Added 102.54%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
41,822
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Added 106.74%
|