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 |
|---|---|---|---|---|---|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
76,170
shares
|
$2.09 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
76,058
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 28.2%
|
|
|
Compass Advisory Group LLC
|
Nov 06, 2025 Q3 2025 |
75,902
shares
|
$2.08 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
75,482
shares
|
$2.07 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
75,141
shares
|
$2.06 Million
0.36% of portfolio
|
Q3 2025
Added 12.21%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
74,311
shares
|
$2.04 Million
0.2% of portfolio
|
Q3 2025
Added 11.44%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
73,047
shares
|
$2 Million
0.25% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Whelan Financial
|
Oct 29, 2025 Q3 2025 |
72,673
shares
|
$1.99 Million
0.64% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
Nov 14, 2025 Q3 2025 |
72,584
shares
|
$1.99 Million
1.74% of portfolio
|
Q3 2025
Added 63.05%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
72,180
shares
|
$1.98 Million
0.29% of portfolio
|
Q4 2022
Reduced 31.93%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
72,016
shares
|
$1.98 Million
0.67% of portfolio
|
Q3 2025
Reduced 15.68%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
71,903
shares
|
$1.97 Million
0.13% of portfolio
|
Q1 2023
Reduced 1.85%
|
|
|
Sws Partners
|
Oct 16, 2025 Q3 2025 |
71,788
shares
|
$1.97 Million
0.5% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
71,399
shares
|
$1.96 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
71,208
shares
|
$1.95 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 20, 2025 Q3 2025 |
71,104
shares
|
$1.95 Million
0.89% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
71,096
shares
|
$1.95 Million
2.29% of portfolio
|
Q2 2022
Reduced 2.24%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
71,027
shares
|
$1.95 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
70,203
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2025
Added 14.58%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
68,471
shares
|
$1.88 Million
0.05% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
67,407
shares
|
$1.85 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
67,228
shares
|
$1.84 Million
2.4% of portfolio
|
Q4 2024
Added 95.03%
|
|
|
Moller Financial Services
|
Oct 06, 2025 Q3 2025 |
67,034
shares
|
$1.84 Million
0.39% of portfolio
|
Q3 2025
Reduced 6.99%
|
|
|
Lvw Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
66,757
shares
|
$1.83 Million
0.2% of portfolio
|
Q3 2025
Reduced 8.1%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
66,487
shares
|
$1.82 Million
0.28% of portfolio
|
Q3 2025
Reduced 2.15%
|
|