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 1,325 institutions that hold shares in the stock, with a total of 260 Million shares, which have been reported (via 13F filing form) to have a value of $7.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
65,986
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
65,960
shares
|
$1.81 Million
0.3% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
65,666
shares
|
$1.8 Million
1.21% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
65,522
shares
|
$1.8 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
65,389
shares
|
$1.79 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
65,053
shares
|
$1.78 Million
0.06% of portfolio
|
Q3 2025
Added 201.69%
|
|
|
Ltg Capital LLC
|
Dec 01, 2025 Q3 2025 |
64,889
shares
|
$1.78 Million
1.54% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
64,838
shares
|
$1.78 Million
0.22% of portfolio
|
Q3 2025
Added 6.14%
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
64,350
shares
|
$1.77 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
64,253
shares
|
$1.76 Million
0.37% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
63,971
shares
|
$1.75 Million
0.29% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Warwick Investment Management, Inc.
|
Oct 24, 2025 Q3 2025 |
63,943
shares
|
$1.75 Million
0.31% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
63,810
shares
|
$1.75 Million
1.04% of portfolio
|
Q1 2023
Added 0.11%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
63,477
shares
|
$1.74 Million
0.27% of portfolio
|
Q2 2025
Reduced 11.41%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
63,183
shares
|
$1.73 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Financial Advisors, LLC
Andover, MA |
Nov 07, 2025 Q3 2025 |
62,857
shares
|
$1.72 Million
0.31% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
62,423
shares
|
$1.71 Million
0.16% of portfolio
|
Q3 2025
Reduced 6.3%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
62,070
shares
|
$1.7 Million
0.3% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
61,957
shares
|
$1.7 Million
0.06% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
61,855
shares
|
$1.7 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
61,097
shares
|
$1.68 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Oldfather Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
61,000
shares
|
$1.67 Million
0.53% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
60,935
shares
|
$1.67 Million
0.18% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
59,959
shares
|
$1.64 Million
0.04% of portfolio
|
Q3 2025
Reduced 11.33%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
59,363
shares
|
$1.63 Million
0.08% of portfolio
|
Q3 2025
Added 494.94%
|
|