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 |
|---|---|---|---|---|---|
|
Ahl Investment Management, Inc.
|
Oct 02, 2025 Q3 2025 |
18,164
shares
|
$498,238
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
18,136
shares
|
$497,470
0.11% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
18,116
shares
|
$496,921
0.29% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
18,080
shares
|
$495,934
0.08% of portfolio
|
Q4 2025
Added 7.23%
|
|
|
Leverty Financial Group, LLC
|
Jan 08, 2026 Q4 2025 |
17,957
shares
|
$492,560
0.15% of portfolio
|
Q4 2025
Reduced 12.55%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
17,812
shares
|
$488,583
0.06% of portfolio
|
Q3 2025
Reduced 15.23%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
17,774
shares
|
$487,540
0.02% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
17,744
shares
|
$486,717
0.03% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
17,669
shares
|
$484,660
0.13% of portfolio
|
Q3 2025
Reduced 7.66%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
17,659
shares
|
$484,386
0.04% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
17,627
shares
|
$483,508
0.0% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
17,494
shares
|
$479,860
0.04% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
17,487
shares
|
$479,668
0.06% of portfolio
|
Q2 2025
Reduced 10.27%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Oct 17, 2025 Q3 2025 |
17,472
shares
|
$479,256
0.04% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 30, 2025 Q3 2025 |
17,416
shares
|
$477,720
0.2% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
17,329
shares
|
$475,334
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
17,300
shares
|
$474,539
0.17% of portfolio
|
Q4 2024
Added 112.27%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
17,227
shares
|
$472,536
0.01% of portfolio
|
Q3 2025
Added 14.93%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
17,116
shares
|
$469,491
0.0% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
17,104
shares
|
$469,162
0.07% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
17,055
shares
|
$467,818
0.01% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
16,937
shares
|
$464,581
0.01% of portfolio
|
Q3 2025
Reduced 50.36%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
16,826
shares
|
$461,537
0.04% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
16,717
shares
|
$458,547
0.08% of portfolio
|
Q3 2025
Added 811.5%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
16,711
shares
|
$458,382
0.22% of portfolio
|
Q4 2025
New holding
|
|