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 |
|---|---|---|---|---|---|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
139,467
shares
|
$3.83 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
138,830
shares
|
$3.81 Million
0.05% of portfolio
|
Q3 2025
Added 71.82%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
137,410
shares
|
$3.77 Million
1.88% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Outfitter Financial LLC
|
Oct 23, 2025 Q3 2025 |
135,211
shares
|
$3.71 Million
3.08% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
135,142
shares
|
$3.71 Million
0.94% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
134,713
shares
|
$3.7 Million
1.47% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
134,127
shares
|
$3.68 Million
0.71% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
133,241
shares
|
$3.65 Million
1.1% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
132,062
shares
|
$3.62 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
130,701
shares
|
$3.59 Million
0.32% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
130,463
shares
|
$3.58 Million
2.38% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
130,205
shares
|
$3.57 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
129,471
shares
|
$3.55 Million
0.05% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
129,408
shares
|
$3.55 Million
0.79% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
126,784
shares
|
$3.48 Million
1.7% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
126,269
shares
|
$3.46 Million
0.22% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
125,709
shares
|
$3.45 Million
0.1% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
125,382
shares
|
$3.44 Million
0.42% of portfolio
|
Q4 2022
Reduced 11.73%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
125,224
shares
|
$3.43 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 13, 2025 Q3 2025 |
124,202
shares
|
$3.41 Million
0.77% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
122,543
shares
|
$3.36 Million
0.77% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
120,223
shares
|
$3.3 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
118,167
shares
|
$3.24 Million
0.02% of portfolio
|
Q3 2025
Reduced 24.64%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
117,616
shares
|
$3.23 Million
0.51% of portfolio
|
Q3 2025
Reduced 6.75%
|
|
|
Next Capital Management LLC
|
Nov 05, 2025 Q3 2025 |
117,383
shares
|
$3.22 Million
1.11% of portfolio
|
Q3 2025
Reduced 0.01%
|
|