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 1,235 institutions that hold shares in the stock, with a total of 270 Million shares, which have been reported (via 13F filing form) to have a value of $7.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leverty Financial Group, LLC
|
Jan 24, 2025 Q4 2024 |
36,771
shares
|
$978,108
0.49% of portfolio
|
Q4 2024
Added 116.84%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
36,703
shares
|
$976,299
0.17% of portfolio
|
Q4 2024
Added 94.2%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
36,638
shares
|
$974,570
0.08% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
36,375
shares
|
$967,575
0.07% of portfolio
|
Q4 2024
Added 98.22%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
36,321
shares
|
$966,138
0.03% of portfolio
|
Q4 2024
Added 94.58%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
36,246
shares
|
$964,143
0.04% of portfolio
|
Q4 2024
Added 102.95%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
36,212
shares
|
$963,239
0.8% of portfolio
|
Q4 2024
Added 100.37%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
36,130
shares
|
$961,058
0.5% of portfolio
|
Q4 2024
Added 100.9%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
35,883
shares
|
$954,487
0.75% of portfolio
|
Q4 2024
Added 106.0%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
35,708
shares
|
$949,832
0.61% of portfolio
|
Q1 2023
Added 1.17%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
35,600
shares
|
$946,960
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
35,398
shares
|
$941,586
0.03% of portfolio
|
Q4 2024
Added 85.03%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
34,922
shares
|
$928,925
0.05% of portfolio
|
Q4 2024
Added 98.15%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
34,430
shares
|
$915,838
0.05% of portfolio
|
Q4 2024
Added 101.04%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
34,315
shares
|
$912,779
0.42% of portfolio
|
Q4 2024
Added 73.11%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
34,284
shares
|
$911,954
0.07% of portfolio
|
Q4 2024
Added 98.96%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
34,271
shares
|
$911,608
0.3% of portfolio
|
Q4 2024
Added 103.53%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
34,240
shares
|
$910,784
0.03% of portfolio
|
Q4 2024
Added 101.01%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
33,880
shares
|
$901,208
0.57% of portfolio
|
Q4 2024
Added 103.43%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
33,772
shares
|
$898,335
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
33,659
shares
|
$895,329
0.04% of portfolio
|
Q4 2024
Added 68.03%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
33,364
shares
|
$887,482
0.05% of portfolio
|
Q4 2024
Added 99.24%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
33,069
shares
|
$879,635
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
31,568
shares
|
$839,708
0.63% of portfolio
|
Q4 2024
Added 102.26%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
31,481
shares
|
$837,394
2.0% of portfolio
|
Q3 2023
Reduced 8.29%
|