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 |
|---|---|---|---|---|---|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
14,447
shares
|
$396,281
2.09% of portfolio
|
Q3 2023
Reduced 94.39%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
14,419
shares
|
$395,513
0.18% of portfolio
|
Q3 2025
Reduced 9.85%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
14,329
shares
|
$393,044
0.04% of portfolio
|
Q2 2025
Reduced 16.69%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
14,273
shares
|
$391,508
0.21% of portfolio
|
Q2 2025
Reduced 14.16%
|
|
|
Mirador Capital Partners LP
|
Oct 06, 2025 Q3 2025 |
14,235
shares
|
$390,466
0.06% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
14,224
shares
|
$390,164
0.0% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
14,187
shares
|
$389,149
0.05% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
14,122
shares
|
$387,366
0.21% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
14,103
shares
|
$386,845
0.25% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
14,066
shares
|
$385,830
0.01% of portfolio
|
Q3 2025
Reduced 52.26%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
14,048
shares
|
$385,336
0.02% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
14,038
shares
|
$385,062
1.05% of portfolio
|
Q4 2024
New holding
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
14,000
shares
|
$384,020
0.06% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
13,956
shares
|
$382,813
0.14% of portfolio
|
Q3 2022
Added 0.3%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
13,952
shares
|
$382,703
0.0% of portfolio
|
Q3 2025
Reduced 53.47%
|
|
|
Planning Directions Inc
|
Nov 12, 2025 Q3 2025 |
13,895
shares
|
$381,139
0.21% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
13,851
shares
|
$379,932
0.01% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
13,833
shares
|
$379,439
0.04% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 12, 2025 Q3 2025 |
13,815
shares
|
$378,945
0.06% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
13,745
shares
|
$377,025
0.14% of portfolio
|
Q4 2022
Reduced 8.9%
|
|
|
Hexagon Capital Partners LLC
|
Nov 13, 2025 Q3 2025 |
13,659
shares
|
$374,666
0.08% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
13,517
shares
|
$370,771
0.02% of portfolio
|
Q4 2024
Added 118.05%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jan 08, 2026 Q4 2025 |
13,498
shares
|
$370,250
0.18% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 10, 2025 Q3 2025 |
13,481
shares
|
$369,783
0.16% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Oct 23, 2025 Q3 2025 |
13,449
shares
|
$368,906
0.01% of portfolio
|
Q3 2025
New holding
|
|