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 |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
532
shares
|
$14,592
0.0% of portfolio
|
Q1 2025
Reduced 95.73%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
526
shares
|
$14,428
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
524
shares
|
$14,373
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
520
shares
|
$14,263
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
518
shares
|
$14,208
0.0% of portfolio
|
Q3 2025
Reduced 70.02%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
508
shares
|
$13,934
0.01% of portfolio
|
Q3 2025
Reduced 8.96%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
504
shares
|
$13,824
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
503
shares
|
$13,797
0.01% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
500
shares
|
$13,715
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
500
shares
|
$13,715
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
496
shares
|
$13,605
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
468
shares
|
$12,837
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
460
shares
|
$12,617
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
450
shares
|
$12,343
0.01% of portfolio
|
Q1 2024
Reduced 2.17%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
442
shares
|
$12,124
0.01% of portfolio
|
Q3 2025
Reduced 95.67%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
428
shares
|
$11,740
0.0% of portfolio
|
Q3 2025
Reduced 41.61%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
428
shares
|
$11,740
0.0% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
416
shares
|
$11,410
0.0% of portfolio
|
Q4 2023
Added 0.48%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
400
shares
|
$10,972
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
390
shares
|
$10,697
0.0% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
384
shares
|
$10,533
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
380
shares
|
$10,423
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
376
shares
|
$10,313
0.0% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
370
shares
|
$10,149
0.0% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
366
shares
|
$10,039
0.0% of portfolio
|
Q2 2025
New holding
|
|