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 |
|---|---|---|---|---|---|
|
Roger Wittlin Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
15,538
shares
|
$426,207
0.24% of portfolio
|
Q3 2025
Reduced 9.19%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
15,510
shares
|
$425,439
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
15,505
shares
|
$425,302
0.08% of portfolio
|
Q1 2025
Reduced 11.43%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
15,499
shares
|
$425,137
0.04% of portfolio
|
Q4 2025
Reduced 3.26%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
15,494
shares
|
$425,000
0.1% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
15,490
shares
|
$424,890
0.01% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
15,481
shares
|
$424,643
0.15% of portfolio
|
Q3 2025
Reduced 16.23%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
15,477
shares
|
$424,534
0.03% of portfolio
|
Q4 2024
Added 104.42%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
15,438
shares
|
$423,464
0.29% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
15,380
shares
|
$421,873
0.05% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
15,343
shares
|
$420,858
0.1% of portfolio
|
Q3 2025
Reduced 19.1%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,315
shares
|
$420,090
0.0% of portfolio
|
Q3 2022
Reduced 1.31%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
15,306
shares
|
$419,843
0.05% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
15,297
shares
|
$419,596
0.1% of portfolio
|
Q2 2023
Added 19.3%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
15,200
shares
|
$416,936
0.09% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
15,121
shares
|
$414,769
0.45% of portfolio
|
Q4 2023
Reduced 13.52%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
14,955
shares
|
$410,215
0.03% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
14,932
shares
|
$409,584
0.02% of portfolio
|
Q2 2025
Reduced 10.66%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
14,872
shares
|
$407,938
0.03% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
14,832
shares
|
$406,841
0.03% of portfolio
|
Q3 2025
Added 9.04%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
14,792
shares
|
$405,744
0.13% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
14,654
shares
|
$401,959
0.02% of portfolio
|
Q1 2024
Reduced 2.2%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
14,623
shares
|
$401,108
0.1% of portfolio
|
Q4 2025
Reduced 5.09%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
14,585
shares
|
$400,066
0.05% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
14,548
shares
|
$399,051
0.01% of portfolio
|
Q4 2024
New holding
|
|