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 |
|---|---|---|---|---|---|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
117,335
shares
|
$3.22 Million
1.11% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
116,989
shares
|
$3.21 Million
0.11% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Gleason Group, Inc.
|
Oct 16, 2025 Q3 2025 |
116,860
shares
|
$3.21 Million
0.34% of portfolio
|
Q3 2025
Reduced 6.29%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
116,833
shares
|
$3.2 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
116,337
shares
|
$3.19 Million
0.16% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
115,610
shares
|
$3.17 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Triangle Securities Wealth Management
|
Oct 15, 2025 Q3 2025 |
115,428
shares
|
$3.17 Million
0.78% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
115,201
shares
|
$3.16 Million
0.55% of portfolio
|
Q3 2022
Reduced 1.89%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
114,803
shares
|
$3.15 Million
0.46% of portfolio
|
Q3 2025
Added 6.65%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
114,620
shares
|
$3.14 Million
0.8% of portfolio
|
Q4 2025
Added 1.1%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
113,902
shares
|
$3.12 Million
1.43% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
112,352
shares
|
$3.08 Million
0.39% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
109,874
shares
|
$3.01 Million
0.64% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
108,885
shares
|
$2.99 Million
0.02% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
108,725
shares
|
$2.98 Million
0.39% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
108,668
shares
|
$2.98 Million
0.04% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
108,231
shares
|
$2.97 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2025 Q3 2025 |
108,032
shares
|
$2.96 Million
2.0% of portfolio
|
Q3 2025
Reduced 16.37%
|
|
|
First International Bank & Trust
Watford City, ND |
Oct 07, 2025 Q3 2025 |
107,780
shares
|
$2.96 Million
1.05% of portfolio
|
Q3 2025
Reduced 12.2%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2025 Q3 2025 |
107,763
shares
|
$2.96 Million
0.88% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 24, 2025 Q3 2025 |
107,082
shares
|
$2.94 Million
3.62% of portfolio
|
Q3 2025
Reduced 6.74%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
106,349
shares
|
$2.92 Million
0.1% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
105,703
shares
|
$2.9 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 14, 2025 Q3 2025 |
105,407
shares
|
$2.89 Million
0.98% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
105,381
shares
|
$2.89 Million
0.0% of portfolio
|
Q3 2025
Added 35.41%
|
|