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 1,251 institutions that hold shares in the stock, with a total of 272 Million shares, which have been reported (via 13F filing form) to have a value of $6.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
23,974
shares
|
$564,827
0.44% of portfolio
|
Q4 2024
Added 99.78%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
23,944
shares
|
$564,120
0.35% of portfolio
|
Q4 2024
Added 142.42%
|
|
|
Baldwin Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
23,907
shares
|
$563,248
0.17% of portfolio
|
Q4 2024
Added 92.49%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
23,848
shares
|
$561,858
0.23% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
23,790
shares
|
$560,492
0.05% of portfolio
|
Q4 2024
Added 100.12%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
23,469
shares
|
$552,929
0.0% of portfolio
|
Q4 2024
Added 111.32%
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
23,312
shares
|
$549,230
0.07% of portfolio
|
Q4 2024
Added 123.23%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
23,280
shares
|
$548,476
0.8% of portfolio
|
Q4 2024
Added 99.76%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
23,276
shares
|
$548,382
0.17% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
23,245
shares
|
$547,652
0.05% of portfolio
|
Q4 2024
Added 99.07%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
23,240
shares
|
$547,534
0.35% of portfolio
|
Q4 2024
Added 99.14%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
23,202
shares
|
$546,639
0.07% of portfolio
|
Q4 2024
Added 79.11%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
22,993
shares
|
$541,715
0.01% of portfolio
|
Q4 2024
Reduced 19.2%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
22,981
shares
|
$541,432
0.01% of portfolio
|
Q4 2024
Added 94.69%
|
|
|
Hendershot Investments Inc.
|
Jan 28, 2025 Q4 2024 |
22,957
shares
|
$540,866
0.08% of portfolio
|
Q4 2024
Added 102.98%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
22,925
shares
|
$540,113
0.05% of portfolio
|
Q4 2024
Added 121.54%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
22,696
shares
|
$534,717
0.07% of portfolio
|
Q4 2024
Added 100.02%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
22,636
shares
|
$533,304
0.01% of portfolio
|
Q4 2024
Added 70.41%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
22,582
shares
|
$532,031
0.12% of portfolio
|
Q4 2024
Added 98.98%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
22,318
shares
|
$525,812
0.12% of portfolio
|
Q4 2024
Added 98.4%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
22,160
shares
|
$522,089
0.02% of portfolio
|
Q4 2024
Added 157.94%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
22,087
shares
|
$520,369
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
21,995
shares
|
$518,202
0.05% of portfolio
|
Q4 2024
Added 100.34%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
21,968
shares
|
$517,566
0.09% of portfolio
|
Q4 2024
Added 77.48%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
21,955
shares
|
$517,259
0.05% of portfolio
|
Q4 2024
Added 100.58%
|