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 |
|---|---|---|---|---|---|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
13,427
shares
|
$368,302
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Nov 06, 2025 Q3 2025 |
13,380
shares
|
$367,013
0.68% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
13,350
shares
|
$366,190
0.03% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
13,280
shares
|
$364,270
0.09% of portfolio
|
Q2 2025
Reduced 16.39%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,242
shares
|
$363,228
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 14, 2025 Q3 2025 |
13,084
shares
|
$358,894
0.27% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
12,979
shares
|
$356,013
0.06% of portfolio
|
Q3 2025
Reduced 28.62%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
12,924
shares
|
$354,505
0.02% of portfolio
|
Q3 2025
Reduced 15.37%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Nov 14, 2025 Q3 2025 |
12,897
shares
|
$353,764
0.2% of portfolio
|
Q3 2025
Reduced 5.92%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
12,852
shares
|
$352,530
0.2% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Stordahl Capital Management, Inc.
|
Nov 05, 2025 Q3 2025 |
12,822
shares
|
$351,707
0.08% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
12,809
shares
|
$351,350
0.13% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 13, 2026 Q4 2025 |
12,800
shares
|
$351,104
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
12,786
shares
|
$350,719
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
ETF Store, Inc.
|
Nov 12, 2025 Q3 2025 |
12,773
shares
|
$350,363
0.39% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
12,730
shares
|
$349,183
0.25% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
12,709
shares
|
$348,607
0.02% of portfolio
|
Q3 2025
Added 30.23%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
12,667
shares
|
$347,455
0.13% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
12,658
shares
|
$347,208
0.02% of portfolio
|
Q3 2025
Reduced 18.12%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
12,645
shares
|
$346,852
0.01% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
12,609
shares
|
$345,864
0.01% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Avity Investment Management Inc.
|
Nov 19, 2025 Q3 2025 |
12,605
shares
|
$345,755
0.02% of portfolio
|
Q3 2025
Added 51.41%
|
|
|
Seneca House Advisors
|
Oct 10, 2025 Q3 2025 |
12,593
shares
|
$345,425
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
12,578
shares
|
$345,014
0.08% of portfolio
|
Q4 2024
Added 97.3%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
12,556
shares
|
$344,411
0.05% of portfolio
|
Q3 2025
Reduced 0.16%
|
|