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 |
|---|---|---|---|---|---|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
25,770
shares
|
$706,871
0.28% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
25,588
shares
|
$701,878
0.3% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
25,491
shares
|
$699,218
0.03% of portfolio
|
Q3 2025
Reduced 19.08%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
25,426
shares
|
$697,435
0.12% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
24,981
shares
|
$685,228
0.04% of portfolio
|
Q3 2025
Added 578.46%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
24,688
shares
|
$677,191
0.09% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Pegasus Asset Management, Inc.
|
Nov 03, 2025 Q3 2025 |
24,502
shares
|
$672,089
0.23% of portfolio
|
Q4 2024
Added 65.74%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
24,458
shares
|
$670,882
0.46% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
24,425
shares
|
$669,977
0.19% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
24,396
shares
|
$669,182
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
24,386
shares
|
$668,907
0.07% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Hendershot Investments Inc.
|
Nov 12, 2025 Q3 2025 |
24,289
shares
|
$666,247
0.09% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
24,190
shares
|
$663,531
0.03% of portfolio
|
Q3 2025
Added 54.92%
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
24,164
shares
|
$662,818
0.17% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
24,147
shares
|
$662,352
0.03% of portfolio
|
Q3 2025
Reduced 34.51%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
24,063
shares
|
$660,048
0.07% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
23,944
shares
|
$656,783
0.35% of portfolio
|
Q4 2024
Added 142.42%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
23,768
shares
|
$651,956
0.07% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
23,556
shares
|
$646,141
0.05% of portfolio
|
Q3 2025
Reduced 27.41%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
23,531
shares
|
$645,455
0.14% of portfolio
|
Q3 2025
Reduced 6.18%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
23,363
shares
|
$640,847
0.01% of portfolio
|
Q4 2025
Reduced 4.78%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
23,311
shares
|
$639,420
0.02% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
23,171
shares
|
$635,580
0.5% of portfolio
|
Q3 2025
Added 50.02%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
23,137
shares
|
$634,647
0.05% of portfolio
|
Q3 2025
Added 6.53%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
23,000
shares
|
$630,890
0.13% of portfolio
|
Q3 2025
Reduced 1.84%
|
|