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 |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
31,774
shares
|
$871,560
0.02% of portfolio
|
Q3 2025
Reduced 42.05%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
31,481
shares
|
$863,523
2.0% of portfolio
|
Q3 2023
Reduced 8.29%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
31,469
shares
|
$863,194
0.23% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Twele Capital Management, Inc.
|
Jan 09, 2026 Q4 2025 |
31,291
shares
|
$858,312
0.16% of portfolio
|
Q4 2025
Reduced 0.87%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
31,227
shares
|
$856,556
0.1% of portfolio
|
Q2 2025
Added 1724.01%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 22, 2025 Q3 2025 |
31,197
shares
|
$855,733
0.2% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
31,122
shares
|
$853,676
0.27% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 06, 2025 Q3 2025 |
31,051
shares
|
$851,728
0.42% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
30,700
shares
|
$842,101
0.03% of portfolio
|
Q4 2025
Added 1.26%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
30,572
shares
|
$838,589
0.1% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
30,479
shares
|
$836,038
0.05% of portfolio
|
Q2 2020
Added 32.48%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
30,408
shares
|
$834,091
0.58% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
30,266
shares
|
$830,196
0.06% of portfolio
|
Q3 2025
Reduced 18.92%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 07, 2026 Q4 2025 |
30,246
shares
|
$829,647
0.88% of portfolio
|
Q4 2025
Reduced 9.19%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
30,234
shares
|
$829,318
0.12% of portfolio
|
Q3 2025
Reduced 9.32%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
30,185
shares
|
$827,974
0.02% of portfolio
|
Q3 2025
Added 16.32%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
30,017
shares
|
$823,366
0.02% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 04, 2025 Q3 2025 |
29,953
shares
|
$821,610
0.43% of portfolio
|
Q3 2025
Reduced 14.98%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
29,693
shares
|
$814,478
1.63% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Asset Planning Services Inc
|
Oct 16, 2025 Q3 2025 |
29,580
shares
|
$811,379
0.35% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
29,223
shares
|
$801,586
0.05% of portfolio
|
Q3 2025
Reduced 10.67%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
29,036
shares
|
$796,457
0.18% of portfolio
|
Q3 2025
Reduced 17.2%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
28,929
shares
|
$793,522
0.1% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
28,874
shares
|
$792,013
0.02% of portfolio
|
Q3 2025
Added 12.18%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
28,870
shares
|
$791,904
0.09% of portfolio
|
Q3 2025
Added 21.58%
|
|