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 1,148 institutions that hold shares in the stock, with a total of 145 Million shares, which have been reported (via 13F filing form) to have a value of $3.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
400
shares
|
$10,184
0.02% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
400
shares
|
$10,184
0.01% of portfolio
|
Q3 2024
Reduced 13.42%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
398
shares
|
$10,133
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
398
shares
|
$10,133
0.01% of portfolio
|
Q4 2022
Added 60.48%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
395
shares
|
$10,056
0.0% of portfolio
|
Q1 2024
Reduced 14.13%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
362
shares
|
$9,216
0.01% of portfolio
|
Q3 2024
Added 154.93%
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
344
shares
|
$8,758
0.01% of portfolio
|
Q3 2023
Added 59.26%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
326
shares
|
$8,299
0.01% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
321
shares
|
$8,172
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
320
shares
|
$8,147
0.0% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
312
shares
|
$7,943
0.0% of portfolio
|
Q3 2024
Reduced 45.17%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
298
shares
|
$7,587
0.01% of portfolio
|
Q3 2024
Reduced 59.46%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
294
shares
|
$7,485
0.0% of portfolio
|
Q2 2024
Added 68.0%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
292
shares
|
$7,434
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
276
shares
|
$7,026
0.0% of portfolio
|
Q2 2022
Added 0.36%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
262
shares
|
$6,670
0.01% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
250
shares
|
$6,365
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
250
shares
|
$6,365
0.01% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
250
shares
|
$6,365
0.01% of portfolio
|
Q2 2024
Reduced 19.61%
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
246
shares
|
$6,263
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
240
shares
|
$6,110
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
235
shares
|
$5,983
0.0% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
232
shares
|
$5,906
0.0% of portfolio
|
Q3 2024
Added 18.97%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
228
shares
|
$5,804
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
225
shares
|
$5,728
0.0% of portfolio
|
Q1 2024
Reduced 51.91%
|