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 1,256 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 $6.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
8,676
shares
|
$203,712
0.0% of portfolio
|
Q4 2024
Added 75.34%
|
|
|
Avity Investment Management Inc.
|
Apr 11, 2025 Q1 2025 |
8,660
shares
|
$203,336
0.02% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
8,637
shares
|
$202,796
0.26% of portfolio
|
Q2 2024
Reduced 4.58%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
8,637
shares
|
$202,796
0.0% of portfolio
|
Q4 2024
Added 106.68%
|
|
|
Modus Advisors, LLC
|
Apr 01, 2025 Q1 2025 |
8,619
shares
|
$202,374
0.07% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
8,600
shares
|
$201,928
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Williams Financial, LLC
Bennington, VT |
Jan 23, 2025 Q4 2024 |
8,599
shares
|
$201,904
0.14% of portfolio
|
Q4 2024
Added 101.19%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
8,579
shares
|
$201,434
0.07% of portfolio
|
Q4 2024
Added 96.0%
|
|
|
Fusion Capital, LLC
|
Feb 05, 2025 Q4 2024 |
8,556
shares
|
$200,894
0.09% of portfolio
|
Q4 2024
Added 100.7%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
8,520
shares
|
$200,049
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
8,506
shares
|
$199,720
0.07% of portfolio
|
Q4 2022
Reduced 1.39%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
8,506
shares
|
$199,720
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Leeward Financial Partners, LLC
|
Feb 12, 2025 Q4 2024 |
8,465
shares
|
$198,758
0.08% of portfolio
|
Q4 2024
Added 99.51%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
8,454
shares
|
$198,499
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
8,453
shares
|
$198,476
0.02% of portfolio
|
Q4 2024
Added 162.92%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
8,410
shares
|
$197,466
0.15% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
8,385
shares
|
$196,879
0.02% of portfolio
|
Q4 2024
Added 100.26%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
8,350
shares
|
$196,058
0.05% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
8,325
shares
|
$195,471
0.01% of portfolio
|
Q4 2024
Added 99.98%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
8,305
shares
|
$195,001
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
8,300
shares
|
$194,884
0.01% of portfolio
|
Q4 2024
Added 100.77%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
8,298
shares
|
$194,837
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
8,286
shares
|
$194,555
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
8,256
shares
|
$193,850
0.08% of portfolio
|
Q4 2024
Added 80.93%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
8,194
shares
|
$192,395
0.0% of portfolio
|
Q4 2024
Added 104.44%
|