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 |
|---|---|---|---|---|---|
|
Chatham Capital Group, Inc.
|
Oct 15, 2025 Q3 2025 |
16,655
shares
|
$456,846
0.07% of portfolio
|
Q4 2024
Added 99.99%
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
16,595
shares
|
$455,200
0.14% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
16,482
shares
|
$452,101
0.07% of portfolio
|
Q3 2025
Added 9.53%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
16,452
shares
|
$451,278
0.04% of portfolio
|
Q3 2025
Reduced 7.98%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
16,415
shares
|
$450,263
0.16% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
16,379
shares
|
$449,275
0.07% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
16,322
shares
|
$447,712
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Oct 28, 2025 Q3 2025 |
16,271
shares
|
$446,313
0.39% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
16,251
shares
|
$445,764
0.01% of portfolio
|
Q3 2023
Added 159.77%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
16,149
shares
|
$442,967
0.03% of portfolio
|
Q3 2022
Added 3.13%
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
16,120
shares
|
$442,171
0.03% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
16,102
shares
|
$441,677
0.02% of portfolio
|
Q3 2025
Reduced 7.28%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
16,080
shares
|
$441,074
0.35% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
16,070
shares
|
$440,800
0.03% of portfolio
|
Q3 2025
Reduced 18.7%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
16,006
shares
|
$439,044
0.17% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Oct 29, 2025 Q3 2025 |
15,873
shares
|
$435,396
0.36% of portfolio
|
Q3 2025
Added 51.06%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
15,825
shares
|
$434,079
0.07% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
15,789
shares
|
$433,092
0.03% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
15,741
shares
|
$431,775
0.03% of portfolio
|
Q3 2025
Reduced 10.77%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 08, 2026 Q4 2025 |
15,720
shares
|
$431,199
0.31% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Oct 24, 2025 Q3 2025 |
15,677
shares
|
$430,020
0.34% of portfolio
|
Q3 2025
Added 10.89%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
15,656
shares
|
$429,444
0.05% of portfolio
|
Q1 2025
Reduced 37.09%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
15,612
shares
|
$428,237
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
15,568
shares
|
$427,030
0.0% of portfolio
|
Q3 2025
Added 41.97%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
15,552
shares
|
$426,591
0.01% of portfolio
|
Q3 2025
Reduced 19.32%
|
|