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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
12,549
shares
|
$344,219
0.01% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
12,502
shares
|
$342,929
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
12,499
shares
|
$342,847
0.0% of portfolio
|
Q3 2025
Added 17.88%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
12,491
shares
|
$342,628
0.01% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jan 07, 2026 Q4 2025 |
12,452
shares
|
$341,558
0.11% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
12,391
shares
|
$339,885
0.04% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
12,367
shares
|
$339,226
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
12,356
shares
|
$338,925
0.22% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
12,313
shares
|
$337,745
0.06% of portfolio
|
Q3 2022
Added 11.45%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
12,296
shares
|
$337,279
0.03% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Rba Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
12,245
shares
|
$335,880
0.12% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
12,206
shares
|
$334,810
0.28% of portfolio
|
Q3 2025
Reduced 23.17%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
12,186
shares
|
$334,261
0.04% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Granite Investment Partners, LLC
|
Nov 10, 2025 Q3 2025 |
12,168
shares
|
$333,768
0.02% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
12,130
shares
|
$332,725
0.06% of portfolio
|
Q3 2025
Added 42.79%
|
|
|
Cordant, Inc.
Portland, OR |
Jan 12, 2026 Q4 2025 |
12,068
shares
|
$331,025
0.14% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
12,051
shares
|
$330,558
0.01% of portfolio
|
Q3 2025
Reduced 94.06%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
12,015
shares
|
$329,571
0.01% of portfolio
|
Q3 2025
Reduced 11.15%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
11,965
shares
|
$328,199
0.01% of portfolio
|
Q3 2025
Reduced 22.59%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
11,860
shares
|
$325,319
0.02% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
11,849
shares
|
$325,018
0.05% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
11,829
shares
|
$324,469
0.03% of portfolio
|
Q3 2025
Reduced 11.17%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
11,818
shares
|
$324,167
0.02% of portfolio
|
Q4 2025
Added 0.67%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Nov 06, 2025 Q3 2025 |
11,816
shares
|
$324,112
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
11,789
shares
|
$323,372
0.03% of portfolio
|
Q3 2025
Reduced 0.31%
|
|