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 |
|---|---|---|---|---|---|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
19,837
shares
|
$544,128
0.07% of portfolio
|
Q3 2025
Reduced 5.82%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
19,802
shares
|
$543,168
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
19,758
shares
|
$541,961
0.16% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
19,717
shares
|
$540,837
1.49% of portfolio
|
Q3 2022
Added 4.79%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
19,653
shares
|
$539,081
0.02% of portfolio
|
Q3 2025
Reduced 34.25%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
19,626
shares
|
$538,341
0.27% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
19,587
shares
|
$537,271
0.19% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
19,373
shares
|
$531,401
0.22% of portfolio
|
Q3 2025
Reduced 9.91%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
19,332
shares
|
$530,276
0.21% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Dearborn Partners LLC
|
Nov 10, 2025 Q3 2025 |
19,304
shares
|
$529,508
0.03% of portfolio
|
Q3 2025
Added 5.97%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
19,301
shares
|
$529,426
0.06% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
19,238
shares
|
$527,698
0.04% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
19,205
shares
|
$526,793
0.22% of portfolio
|
Q1 2023
Added 0.33%
|
|
|
Berkeley, Inc
Boise, ID |
Oct 30, 2025 Q3 2025 |
19,133
shares
|
$524,818
0.17% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
18,813
shares
|
$516,040
0.31% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
18,779
shares
|
$515,107
0.0% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
18,718
shares
|
$513,434
0.02% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
18,579
shares
|
$509,621
0.0% of portfolio
|
Q3 2025
Reduced 49.55%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
18,453
shares
|
$506,165
0.04% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
18,452
shares
|
$506,138
0.02% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
18,366
shares
|
$503,779
0.08% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Addison Capital CO
|
Nov 03, 2025 Q3 2025 |
18,319
shares
|
$502,490
0.17% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
18,270
shares
|
$501,146
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
18,202
shares
|
$499,280
0.01% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
18,167
shares
|
$498,320
0.12% of portfolio
|
Q4 2025
Added 5.02%
|
|