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 1,324 institutions that hold shares in the stock, with a total of 261 Million shares, which have been reported (via 13F filing form) to have a value of $7.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
157,573
shares
|
$4.32 Million
2.1% of portfolio
|
Q3 2025
Added 9.33%
|
|
|
Riversedge Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
157,191
shares
|
$4.31 Million
0.76% of portfolio
|
Q3 2025
Reduced 20.7%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
156,115
shares
|
$4.28 Million
0.86% of portfolio
|
Q3 2025
Added 10.77%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
155,857
shares
|
$4.28 Million
0.31% of portfolio
|
Q3 2025
Reduced 7.97%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Nov 06, 2025 Q3 2025 |
155,747
shares
|
$4.27 Million
2.01% of portfolio
|
Q3 2025
Reduced 20.71%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
154,119
shares
|
$4.23 Million
0.18% of portfolio
|
Q3 2025
Reduced 25.76%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
153,540
shares
|
$4.21 Million
0.36% of portfolio
|
Q4 2024
Added 120.32%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 14, 2025 Q3 2025 |
147,477
shares
|
$4.05 Million
1.1% of portfolio
|
Q2 2025
Added 70.84%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
146,513
shares
|
$4.02 Million
0.02% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Leisure Capital Management
|
Nov 06, 2025 Q3 2025 |
145,379
shares
|
$3.99 Million
1.46% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
144,688
shares
|
$3.97 Million
4.09% of portfolio
|
Q2 2023
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
143,956
shares
|
$3.95 Million
0.27% of portfolio
|
Q3 2025
Reduced 8.46%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
143,570
shares
|
$3.94 Million
0.42% of portfolio
|
Q2 2025
Reduced 22.85%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
142,620
shares
|
$3.91 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
142,386
shares
|
$3.91 Million
0.0% of portfolio
|
Q3 2025
Added 13.41%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Oct 20, 2025 Q3 2025 |
142,254
shares
|
$3.9 Million
3.22% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
141,643
shares
|
$3.89 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
141,591
shares
|
$3.88 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
141,092
shares
|
$3.87 Million
0.18% of portfolio
|
Q4 2023
Added 8.14%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
141,077
shares
|
$3.87 Million
0.85% of portfolio
|
Q3 2025
Added 506.11%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 31, 2025 Q3 2025 |
141,061
shares
|
$3.87 Million
2.64% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
140,526
shares
|
$3.85 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
140,158
shares
|
$3.84 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
139,916
shares
|
$3.84 Million
0.52% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
139,514
shares
|
$3.83 Million
0.46% of portfolio
|
Q3 2025
Reduced 3.15%
|
|