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 |
|---|---|---|---|---|---|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
11,724
shares
|
$321,589
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 12, 2026 Q4 2025 |
11,722
shares
|
$321,534
0.05% of portfolio
|
Q4 2025
Reduced 19.42%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
11,708
shares
|
$321,150
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
11,669
shares
|
$320,080
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
11,621
shares
|
$318,764
0.03% of portfolio
|
Q4 2024
Added 115.16%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
11,618
shares
|
$318,681
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
11,550
shares
|
$316,816
0.11% of portfolio
|
Q1 2025
Reduced 51.57%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Oct 21, 2025 Q3 2025 |
11,550
shares
|
$316,816
0.2% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
11,476
shares
|
$314,786
0.01% of portfolio
|
Q3 2025
Reduced 18.08%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
11,455
shares
|
$314,210
0.01% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 21, 2025 Q3 2025 |
11,448
shares
|
$314,018
0.27% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
11,432
shares
|
$313,579
0.0% of portfolio
|
Q2 2023
Reduced 0.64%
|
|
|
Portus Wealth Advisors, LLC
Charlotte, NC |
Nov 20, 2025 Q3 2025 |
11,300
shares
|
$309,959
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
11,187
shares
|
$306,859
0.01% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
11,170
shares
|
$306,393
0.1% of portfolio
|
Q2 2023
Added 2.24%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
11,140
shares
|
$305,570
0.05% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
11,079
shares
|
$303,896
0.09% of portfolio
|
Q3 2025
Added 12.09%
|
|
|
Kaizen Financial Strategies
|
Nov 10, 2025 Q3 2025 |
11,059
shares
|
$303,348
0.16% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
11,056
shares
|
$303,266
0.13% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Triton Wealth Management, Pllc
|
Nov 12, 2025 Q3 2025 |
11,011
shares
|
$302,031
0.13% of portfolio
|
Q3 2025
Reduced 25.22%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
11,000
shares
|
$301,730
0.05% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
10,962
shares
|
$300,687
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
10,961
shares
|
$300,660
0.07% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
10,783
shares
|
$295,777
0.02% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
10,746
shares
|
$294,762
0.25% of portfolio
|
Q3 2025
Added 0.29%
|
|