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 1,328 institutions that hold shares in the stock, with a total of 260 Million shares, which have been reported (via 13F filing form) to have a value of $7.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
48,717
shares
|
$1.34 Million
0.01% of portfolio
|
Q4 2025
Added 43.48%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
48,661
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
48,568
shares
|
$1.33 Million
0.03% of portfolio
|
Q2 2025
Added 121.55%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
48,473
shares
|
$1.33 Million
0.04% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
48,447
shares
|
$1.33 Million
0.18% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Bck Partners, Inc.
|
Oct 28, 2025 Q3 2025 |
48,170
shares
|
$1.32 Million
0.72% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
47,856
shares
|
$1.31 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
47,813
shares
|
$1.31 Million
0.22% of portfolio
|
Q3 2025
Added 15.47%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
47,247
shares
|
$1.3 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
46,594
shares
|
$1.28 Million
0.42% of portfolio
|
Q3 2025
Reduced 12.94%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
46,572
shares
|
$1.28 Million
0.03% of portfolio
|
Q3 2025
Added 324.85%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
46,557
shares
|
$1.28 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
46,478
shares
|
$1.27 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
46,302
shares
|
$1.27 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
46,291
shares
|
$1.27 Million
0.23% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
46,141
shares
|
$1.27 Million
0.12% of portfolio
|
Q4 2025
Added 0.55%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
46,004
shares
|
$1.26 Million
0.1% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
45,878
shares
|
$1.26 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
45,668
shares
|
$1.25 Million
0.44% of portfolio
|
Q3 2022
Reduced 5.69%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
45,340
shares
|
$1.24 Million
0.38% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
45,021
shares
|
$1.23 Million
0.07% of portfolio
|
Q4 2023
Added 14.84%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
44,716
shares
|
$1.23 Million
0.32% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Wisconsin Capital Management LLC
|
Nov 12, 2025 Q3 2025 |
44,000
shares
|
$1.21 Million
0.64% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
43,825
shares
|
$1.2 Million
0.46% of portfolio
|
Q3 2025
Reduced 13.05%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
43,619
shares
|
$1.2 Million
0.05% of portfolio
|
Q3 2025
Added 1.35%
|
|