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 |
|---|---|---|---|---|---|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
21,057
shares
|
$577,593
0.01% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
20,872
shares
|
$572,518
0.04% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
20,825
shares
|
$571,229
0.2% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
20,822
shares
|
$571,147
0.04% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 30, 2025 Q3 2025 |
20,789
shares
|
$570,242
0.43% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
20,759
shares
|
$569,419
0.16% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
20,652
shares
|
$566,484
0.34% of portfolio
|
Q3 2025
Added 19.45%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
20,638
shares
|
$566,100
0.41% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Nov 07, 2025 Q3 2025 |
20,591
shares
|
$564,811
0.33% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
20,587
shares
|
$564,701
0.11% of portfolio
|
Q4 2025
Added 1.93%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
20,567
shares
|
$564,152
0.01% of portfolio
|
Q3 2025
Added 47.6%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Nov 06, 2025 Q3 2025 |
20,437
shares
|
$560,586
0.1% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
20,412
shares
|
$559,901
0.05% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
20,400
shares
|
$559,572
0.16% of portfolio
|
Q4 2025
Reduced 4.28%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
20,400
shares
|
$559,572
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
20,398
shares
|
$559,517
0.04% of portfolio
|
Q4 2025
Added 0.88%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
20,297
shares
|
$556,746
0.14% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
20,277
shares
|
$556,198
0.3% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
20,248
shares
|
$555,402
0.0% of portfolio
|
Q3 2025
Added 23.01%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
20,226
shares
|
$554,799
0.03% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
20,168
shares
|
$553,208
0.11% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
20,100
shares
|
$551,343
0.32% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
20,000
shares
|
$548,600
0.11% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
19,958
shares
|
$547,447
0.01% of portfolio
|
Q3 2025
Added 32.6%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
19,874
shares
|
$545,143
0.08% of portfolio
|
Q3 2025
Reduced 5.86%
|
|