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 |
|---|---|---|---|---|---|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
85,382
shares
|
$2.34 Million
0.42% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
84,610
shares
|
$2.32 Million
0.17% of portfolio
|
Q3 2025
Reduced 20.82%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
83,796
shares
|
$2.3 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
83,558
shares
|
$2.29 Million
0.01% of portfolio
|
Q3 2025
Added 7.33%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
83,439
shares
|
$2.29 Million
1.14% of portfolio
|
Q2 2023
Added 0.07%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
82,799
shares
|
$2.27 Million
0.52% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
81,826
shares
|
$2.24 Million
0.03% of portfolio
|
Q3 2025
Reduced 10.91%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
81,607
shares
|
$2.24 Million
0.02% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 30, 2025 Q3 2025 |
81,482
shares
|
$2.24 Million
0.69% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Oct 07, 2025 Q3 2025 |
80,747
shares
|
$2.21 Million
0.88% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
80,621
shares
|
$2.21 Million
1.47% of portfolio
|
Q3 2025
Reduced 10.5%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
80,492
shares
|
$2.21 Million
0.11% of portfolio
|
Q3 2025
Added 13.61%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
80,240
shares
|
$2.2 Million
0.89% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
79,895
shares
|
$2.19 Million
0.86% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
79,831
shares
|
$2.19 Million
1.25% of portfolio
|
Q3 2025
Added 21.26%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 07, 2025 Q3 2025 |
79,335
shares
|
$2.18 Million
0.55% of portfolio
|
Q3 2025
Reduced 14.01%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
79,232
shares
|
$2.17 Million
0.56% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
78,719
shares
|
$2.16 Million
0.11% of portfolio
|
Q3 2025
Reduced 42.64%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
78,714
shares
|
$2.16 Million
1.21% of portfolio
|
Q1 2023
Added 0.26%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
78,069
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2025
Added 48.32%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
78,049
shares
|
$2.14 Million
0.09% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2025 Q3 2025 |
77,625
shares
|
$2.13 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Oct 08, 2025 Q3 2025 |
77,448
shares
|
$2.12 Million
0.5% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
77,143
shares
|
$2.12 Million
0.06% of portfolio
|
Q3 2025
Reduced 9.3%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
76,676
shares
|
$2.1 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.8%
|
|