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 |
|---|---|---|---|---|---|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
8,951
shares
|
$245,525
0.16% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
8,944
shares
|
$245,333
0.19% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
8,936
shares
|
$245,114
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Williams Financial, LLC
Bennington, VT |
Oct 24, 2025 Q3 2025 |
8,911
shares
|
$244,428
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
8,911
shares
|
$244,428
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
8,897
shares
|
$244,044
0.01% of portfolio
|
Q3 2025
Added 6.82%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
8,885
shares
|
$243,715
0.03% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
8,875
shares
|
$243,441
0.01% of portfolio
|
Q4 2025
Added 3.85%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
8,861
shares
|
$243,057
0.0% of portfolio
|
Q3 2025
Reduced 29.52%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
8,858
shares
|
$242,974
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 07, 2026 Q4 2025 |
8,850
shares
|
$242,755
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
8,850
shares
|
$242,755
0.02% of portfolio
|
Q3 2025
Added 783.23%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
8,840
shares
|
$242,481
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
8,800
shares
|
$241,384
0.14% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
8,774
shares
|
$240,670
0.0% of portfolio
|
Q3 2025
Added 14.78%
|
|
|
Flower City Capital
|
Oct 08, 2025 Q3 2025 |
8,732
shares
|
$239,518
0.13% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
8,714
shares
|
$239,025
0.0% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
8,713
shares
|
$238,997
0.01% of portfolio
|
Q2 2025
Reduced 18.3%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
8,703
shares
|
$238,723
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
8,637
shares
|
$236,912
0.26% of portfolio
|
Q2 2024
Reduced 4.58%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Oct 09, 2025 Q3 2025 |
8,618
shares
|
$236,391
0.15% of portfolio
|
Q3 2025
Reduced 30.86%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
8,600
shares
|
$235,898
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sawgrass Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
8,596
shares
|
$235,788
0.03% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Fusion Capital, LLC
|
Nov 05, 2025 Q3 2025 |
8,581
shares
|
$235,376
0.08% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
8,557
shares
|
$234,718
0.05% of portfolio
|
Q3 2025
Reduced 0.31%
|
|