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 1,205 institutions that hold shares in the stock, with a total of 222 Million shares, which have been reported (via 13F filing form) to have a value of $5.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
27,481
shares
|
$723,299
0.0% of portfolio
|
Q3 2024
Added 366.41%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
27,327
shares
|
$719,246
0.11% of portfolio
|
Q4 2024
Added 94.62%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
27,326
shares
|
$719,220
0.2% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
27,215
shares
|
$716,298
0.62% of portfolio
|
Q4 2024
Added 87.22%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
27,165
shares
|
$714,982
0.29% of portfolio
|
Q4 2024
Added 98.68%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
26,930
shares
|
$708,797
0.05% of portfolio
|
Q4 2024
Added 97.68%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
26,794
shares
|
$705,218
0.28% of portfolio
|
Q4 2024
Added 107.9%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
26,666
shares
|
$701,849
0.07% of portfolio
|
Q4 2024
Added 82.08%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Feb 12, 2025 Q4 2024 |
26,536
shares
|
$698,427
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
26,397
shares
|
$694,769
0.32% of portfolio
|
Q4 2024
Added 99.1%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
26,256
shares
|
$691,057
0.02% of portfolio
|
Q4 2024
Added 304.75%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
26,080
shares
|
$686,425
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
26,079
shares
|
$686,399
0.29% of portfolio
|
Q4 2024
Added 117.94%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
25,851
shares
|
$680,398
0.82% of portfolio
|
Q2 2022
Added 2.23%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
25,801
shares
|
$679,082
0.02% of portfolio
|
Q4 2024
Added 99.44%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
25,588
shares
|
$673,476
0.34% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
25,562
shares
|
$672,791
0.01% of portfolio
|
Q4 2024
Added 71.85%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
25,557
shares
|
$672,660
0.02% of portfolio
|
Q4 2024
Added 347.98%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
25,454
shares
|
$669,949
0.02% of portfolio
|
Q4 2024
Added 121.38%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
25,402
shares
|
$668,580
0.02% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
25,111
shares
|
$660,921
0.07% of portfolio
|
Q4 2024
Added 191.38%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
24,759
shares
|
$651,656
0.03% of portfolio
|
Q4 2024
Added 99.99%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
24,709
shares
|
$650,340
0.17% of portfolio
|
Q3 2024
Added 10.4%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
24,628
shares
|
$648,208
0.03% of portfolio
|
Q4 2024
Added 182.69%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
24,549
shares
|
$646,129
0.17% of portfolio
|
Q4 2024
Added 103.68%
|