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 |
|---|---|---|---|---|---|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
21,995
shares
|
$578,908
0.05% of portfolio
|
Q4 2024
Added 100.34%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
21,968
shares
|
$578,197
0.09% of portfolio
|
Q4 2024
Added 77.48%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
21,955
shares
|
$577,855
0.05% of portfolio
|
Q4 2024
Added 100.58%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
21,930
shares
|
$577,197
0.12% of portfolio
|
Q4 2024
Added 99.64%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
21,922
shares
|
$576,987
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 24, 2025 Q4 2024 |
21,901
shares
|
$576,434
0.13% of portfolio
|
Q4 2024
Added 79.58%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
21,797
shares
|
$573,697
0.1% of portfolio
|
Q3 2024
Added 71.56%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
21,638
shares
|
$569,512
0.02% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
21,431
shares
|
$564,063
0.68% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
21,416
shares
|
$563,669
0.25% of portfolio
|
Q4 2024
Added 88.39%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
21,158
shares
|
$556,878
0.26% of portfolio
|
Q4 2024
Added 89.59%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
21,057
shares
|
$554,220
0.01% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
20,994
shares
|
$552,562
0.03% of portfolio
|
Q4 2024
Added 89.32%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
20,989
shares
|
$552,430
0.2% of portfolio
|
Q4 2024
Added 107.75%
|
|
|
Acas, LLC
|
Feb 06, 2025 Q4 2024 |
20,876
shares
|
$549,456
0.44% of portfolio
|
Q4 2024
Added 101.27%
|
|
|
Mitchell Capital Management CO
|
Feb 05, 2025 Q4 2024 |
20,838
shares
|
$548,456
0.1% of portfolio
|
Q4 2024
Added 93.91%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
20,732
shares
|
$545,666
0.15% of portfolio
|
Q4 2024
Reduced 71.88%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
20,653
shares
|
$543,586
0.0% of portfolio
|
Q4 2024
Added 87.01%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Jan 31, 2025 Q4 2024 |
20,586
shares
|
$541,823
0.49% of portfolio
|
Q4 2024
Added 72.01%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
20,574
shares
|
$541,507
0.08% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
20,483
shares
|
$539,112
0.19% of portfolio
|
Q4 2024
Added 100.05%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
20,447
shares
|
$538,165
0.14% of portfolio
|
Q4 2024
Added 90.86%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
20,329
shares
|
$535,059
0.04% of portfolio
|
Q4 2024
Added 82.88%
|
|
|
Planning Directions Inc
|
Feb 06, 2025 Q4 2024 |
20,291
shares
|
$534,059
0.31% of portfolio
|
Q4 2024
Added 100.96%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
20,000
shares
|
$526,400
0.11% of portfolio
|
Q4 2024
Added 100.0%
|