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 1,185 institutions that hold shares in the stock, with a total of 202 Million shares, which have been reported (via 13F filing form) to have a value of $5.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
17,267
shares
|
$459,992
0.1% of portfolio
|
Q4 2024
Added 112.6%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
17,232
shares
|
$459,060
0.07% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
17,208
shares
|
$458,421
0.0% of portfolio
|
Q4 2024
Added 161.48%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
17,200
shares
|
$458,208
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
17,040
shares
|
$453,945
0.37% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
16,996
shares
|
$452,773
0.08% of portfolio
|
Q4 2024
Added 77.19%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
16,982
shares
|
$452,400
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Geometric Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
16,933
shares
|
$451,095
0.08% of portfolio
|
Q4 2024
Added 132.88%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
16,895
shares
|
$450,082
0.07% of portfolio
|
Q4 2024
Added 78.35%
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
16,655
shares
|
$443,689
0.07% of portfolio
|
Q4 2024
Added 99.99%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
16,465
shares
|
$438,627
0.05% of portfolio
|
Q4 2024
Added 100.01%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
16,464
shares
|
$438,600
0.38% of portfolio
|
Q4 2024
Added 95.14%
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
16,348
shares
|
$435,510
0.46% of portfolio
|
Q4 2024
Added 99.95%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
16,335
shares
|
$435,164
0.0% of portfolio
|
Q3 2024
Reduced 76.48%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
16,295
shares
|
$434,098
0.01% of portfolio
|
Q4 2024
Added 96.16%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
16,251
shares
|
$432,926
0.01% of portfolio
|
Q3 2023
Added 159.77%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Jan 24, 2025 Q4 2024 |
16,167
shares
|
$430,688
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
16,149
shares
|
$430,209
0.03% of portfolio
|
Q3 2022
Added 3.13%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
16,082
shares
|
$428,424
0.11% of portfolio
|
Q4 2024
Added 45.62%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
15,975
shares
|
$425,574
0.37% of portfolio
|
Q4 2024
Added 99.66%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
15,834
shares
|
$421,817
0.15% of portfolio
|
Q4 2024
Added 109.69%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
15,728
shares
|
$418,993
0.19% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
15,645
shares
|
$416,782
0.0% of portfolio
|
Q3 2024
Added 10.89%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
15,566
shares
|
$414,678
0.01% of portfolio
|
Q4 2024
Added 503.33%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
15,561
shares
|
$414,545
0.2% of portfolio
|
Q4 2023
Added 8.74%
|