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 |
|---|---|---|---|---|---|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
39,828
shares
|
$1.09 Million
0.25% of portfolio
|
Q4 2025
Reduced 1.84%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
39,809
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
39,620
shares
|
$1.09 Million
1.03% of portfolio
|
Q4 2023
Reduced 6.36%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
39,536
shares
|
$1.08 Million
1.11% of portfolio
|
Q4 2023
Added 1.59%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
38,968
shares
|
$1.07 Million
0.28% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
38,683
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2025
Reduced 56.67%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
38,614
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Added 8.81%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
38,459
shares
|
$1.05 Million
0.38% of portfolio
|
Q2 2024
Reduced 89.5%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
38,333
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
38,231
shares
|
$1.05 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
38,007
shares
|
$1.04 Million
0.09% of portfolio
|
Q4 2024
Added 99.99%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
37,964
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
37,700
shares
|
$1.03 Million
0.1% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
37,622
shares
|
$1.03 Million
0.46% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
37,419
shares
|
$1.03 Million
0.38% of portfolio
|
Q4 2025
Reduced 4.32%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
37,320
shares
|
$1.02 Million
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
37,282
shares
|
$1.02 Million
0.49% of portfolio
|
Q4 2024
Added 80.95%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
37,176
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
36,703
shares
|
$1.01 Million
0.18% of portfolio
|
Q4 2024
Added 94.2%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
36,628
shares
|
$1 Million
0.16% of portfolio
|
Q3 2025
Reduced 9.88%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
36,575
shares
|
$1 Million
0.7% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
36,349
shares
|
$997,053
0.46% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
36,336
shares
|
$996,696
0.36% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
36,112
shares
|
$990,552
0.16% of portfolio
|
Q4 2025
Reduced 13.11%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
35,734
shares
|
$980,183
0.06% of portfolio
|
Q3 2025
Added 4.81%
|
|