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 1,167 institutions that hold shares in the stock, with a total of 188 Million shares, which have been reported (via 13F filing form) to have a value of $5.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
10,837
shares
|
$289,456
0.01% of portfolio
|
Q4 2024
Added 77.51%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
10,831
shares
|
$289,296
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
10,810
shares
|
$288,735
0.02% of portfolio
|
Q4 2024
Added 73.65%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
10,758
shares
|
$287,346
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Mitchell Capital Management CO
|
Nov 12, 2024 Q3 2024 |
10,746
shares
|
$287,025
0.1% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,649
shares
|
$284,434
0.01% of portfolio
|
Q2 2024
Reduced 4.49%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
10,631
shares
|
$283,954
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
10,621
shares
|
$283,686
0.21% of portfolio
|
Q4 2024
Added 89.49%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
10,569
shares
|
$282,297
0.02% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
10,533
shares
|
$281,336
0.17% of portfolio
|
Q4 2024
Added 111.55%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
10,531
shares
|
$281,283
0.03% of portfolio
|
Q3 2024
Added 99.07%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
10,440
shares
|
$278,852
0.05% of portfolio
|
Q4 2024
Added 16.62%
|
|
|
Mainstay Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
10,434
shares
|
$278,692
0.05% of portfolio
|
Q4 2024
Added 68.86%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
10,432
shares
|
$278,638
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
10,419
shares
|
$278,291
0.14% of portfolio
|
Q4 2024
Added 100.4%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
10,372
shares
|
$277,036
0.46% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
10,366
shares
|
$276,875
0.04% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
10,338
shares
|
$276,127
0.01% of portfolio
|
Q2 2023
Added 40.04%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
10,257
shares
|
$273,964
0.02% of portfolio
|
Q4 2024
Added 100.65%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
10,239
shares
|
$273,483
0.2% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
10,203
shares
|
$272,522
0.08% of portfolio
|
Q4 2024
Added 119.51%
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
10,097
shares
|
$269,690
0.32% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
10,072
shares
|
$269,023
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$267,100
0.12% of portfolio
|
Q2 2023
Reduced 0.16%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
9,978
shares
|
$266,512
0.03% of portfolio
|
Q4 2024
Added 100.0%
|