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 |
|---|---|---|---|---|---|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 29, 2025 Q3 2025 |
104,996
shares
|
$2.88 Million
1.54% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
104,950
shares
|
$2.88 Million
0.33% of portfolio
|
Q3 2025
Added 52.87%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
104,767
shares
|
$2.87 Million
0.35% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
104,744
shares
|
$2.87 Million
0.13% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
104,495
shares
|
$2.87 Million
0.15% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
104,172
shares
|
$2.86 Million
0.0% of portfolio
|
Q3 2025
Added 13.44%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
104,127
shares
|
$2.86 Million
1.33% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
103,713
shares
|
$2.84 Million
0.1% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
103,412
shares
|
$2.84 Million
0.48% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
103,251
shares
|
$2.83 Million
0.01% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
103,113
shares
|
$2.83 Million
0.51% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
102,888
shares
|
$2.82 Million
2.1% of portfolio
|
Q3 2023
Reduced 3.07%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
102,381
shares
|
$2.81 Million
0.35% of portfolio
|
Q3 2025
Added 8.36%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
101,847
shares
|
$2.79 Million
0.05% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
101,540
shares
|
$2.79 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
101,069
shares
|
$2.77 Million
0.03% of portfolio
|
Q1 2025
Added 11.78%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
100,514
shares
|
$2.76 Million
0.04% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 14, 2025 Q3 2025 |
100,061
shares
|
$2.74 Million
1.9% of portfolio
|
Q3 2025
Added 8.83%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
99,489
shares
|
$2.73 Million
0.07% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
98,732
shares
|
$2.71 Million
1.36% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
98,662
shares
|
$2.71 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
98,256
shares
|
$2.7 Million
0.4% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
96,231
shares
|
$2.64 Million
0.2% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Guardian Financial Partners, LLC
|
Oct 09, 2025 Q3 2025 |
94,438
shares
|
$2.59 Million
1.45% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
94,156
shares
|
$2.58 Million
0.16% of portfolio
|
Q1 2025
Added 0.0%
|
|