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 |
|---|---|---|---|---|---|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
22,960
shares
|
$629,792
0.31% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
22,793
shares
|
$625,211
0.86% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
22,743
shares
|
$623,840
0.32% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
22,593
shares
|
$619,725
0.1% of portfolio
|
Q3 2025
Added 19.27%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
22,582
shares
|
$619,424
0.12% of portfolio
|
Q4 2024
Added 98.98%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
22,561
shares
|
$618,848
0.0% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
22,491
shares
|
$616,928
0.0% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
22,173
shares
|
$608,205
0.19% of portfolio
|
Q3 2025
Added 32.99%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jan 12, 2026 Q4 2025 |
22,144
shares
|
$607,409
0.34% of portfolio
|
Q4 2025
Reduced 0.81%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
22,141
shares
|
$607,327
0.35% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
22,109
shares
|
$606,449
0.18% of portfolio
|
Q4 2025
Added 11.73%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 05, 2026 Q4 2025 |
22,093
shares
|
$606,010
0.25% of portfolio
|
Q4 2025
Reduced 7.19%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
21,930
shares
|
$601,539
0.1% of portfolio
|
Q4 2024
Added 99.64%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
21,928
shares
|
$601,485
0.02% of portfolio
|
Q3 2025
Added 68.66%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
21,817
shares
|
$598,440
0.03% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
21,807
shares
|
$598,166
0.01% of portfolio
|
Q3 2025
Reduced 14.67%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 12, 2026 Q4 2025 |
21,790
shares
|
$597,699
0.33% of portfolio
|
Q4 2025
Reduced 37.36%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
21,682
shares
|
$594,737
0.05% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
21,586
shares
|
$592,103
0.05% of portfolio
|
Q3 2025
Added 14.79%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
21,499
shares
|
$589,717
0.14% of portfolio
|
Q3 2025
Reduced 87.05%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
21,499
shares
|
$589,717
0.12% of portfolio
|
Q3 2025
Reduced 87.05%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
21,307
shares
|
$584,451
0.04% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
21,251
shares
|
$582,914
0.01% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
21,216
shares
|
$581,954
0.15% of portfolio
|
Q4 2025
Added 15.8%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
21,084
shares
|
$578,334
0.23% of portfolio
|
Q3 2025
Reduced 25.35%
|
|