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 1,158 institutions that hold shares in the stock, with a total of 165 Million shares, which have been reported (via 13F filing form) to have a value of $4.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,333
shares
|
$143,564
0.01% of portfolio
|
Q3 2024
Reduced 22.32%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
5,224
shares
|
$140,630
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
5,150
shares
|
$138,638
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
5,111
shares
|
$137,588
0.01% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
5,035
shares
|
$135,542
0.18% of portfolio
|
Q1 2024
Reduced 0.59%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
5,022
shares
|
$135,192
0.01% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
4,948
shares
|
$133,200
0.01% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
4,940
shares
|
$132,984
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
4,827
shares
|
$129,942
0.1% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
4,801
shares
|
$129,242
0.02% of portfolio
|
Q3 2024
Reduced 96.85%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
4,785
shares
|
$128,812
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
4,772
shares
|
$128,462
0.06% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
4,746
shares
|
$127,762
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Wedgewood Investors Inc
|
Oct 31, 2024 Q3 2024 |
4,672
shares
|
$125,770
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Nov 12, 2024 Q3 2024 |
4,600
shares
|
$123,832
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
4,598
shares
|
$123,778
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,563
shares
|
$122,835
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
4,495
shares
|
$121,005
0.04% of portfolio
|
Q3 2024
Reduced 24.45%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
4,477
shares
|
$120,520
0.01% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
4,464
shares
|
$120,170
0.04% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
4,436
shares
|
$119,417
0.02% of portfolio
|
Q2 2024
Reduced 16.87%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
4,384
shares
|
$118,017
0.09% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
4,348
shares
|
$117,048
0.14% of portfolio
|
Q2 2024
Reduced 3.68%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
4,340
shares
|
$116,832
0.03% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
4,284
shares
|
$115,325
0.01% of portfolio
|
Q3 2024
New holding
|