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 |
|---|---|---|---|---|---|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
28,686
shares
|
$786,856
0.07% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
28,605
shares
|
$784,635
0.05% of portfolio
|
Q3 2025
Added 25.51%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
28,496
shares
|
$781,645
0.13% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
28,233
shares
|
$774,431
0.24% of portfolio
|
Q3 2025
Reduced 15.32%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
27,816
shares
|
$762,992
0.05% of portfolio
|
Q3 2025
Added 52.58%
|
|
|
Enclave Advisors LLC
Austin, TX |
Oct 14, 2025 Q3 2025 |
27,792
shares
|
$762,334
0.12% of portfolio
|
Q3 2025
Reduced 10.66%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
27,590
shares
|
$756,793
0.01% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
27,494
shares
|
$754,160
0.0% of portfolio
|
Q3 2025
Reduced 10.36%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
27,481
shares
|
$753,803
0.27% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Nov 13, 2025 Q3 2025 |
27,425
shares
|
$752,267
0.61% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
27,347
shares
|
$750,128
0.28% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
27,219
shares
|
$746,617
0.0% of portfolio
|
Q3 2025
Added 118.63%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
26,981
shares
|
$740,088
0.07% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Oct 24, 2025 Q3 2025 |
26,537
shares
|
$727,909
0.96% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
26,447
shares
|
$725,441
0.0% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
26,339
shares
|
$722,478
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
26,269
shares
|
$720,558
0.17% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
26,247
shares
|
$719,955
0.03% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Oct 22, 2025 Q3 2025 |
26,214
shares
|
$719,050
0.32% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
26,041
shares
|
$714,304
0.05% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Vigilare Wealth Management
|
Jan 07, 2026 Q4 2025 |
26,029
shares
|
$713,975
0.28% of portfolio
|
Q4 2025
New holding
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Nov 06, 2025 Q3 2025 |
26,006
shares
|
$713,344
0.2% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
25,883
shares
|
$709,970
0.05% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
25,851
shares
|
$709,092
0.82% of portfolio
|
Q2 2022
Added 2.23%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Nov 03, 2025 Q3 2025 |
25,780
shares
|
$707,145
0.23% of portfolio
|
Q3 2025
Added 0.92%
|
|