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 |
|---|---|---|---|---|---|
|
Wj Financial Advisors LLC
Killingworth, CT |
Nov 06, 2025 Q3 2025 |
59,301
shares
|
$1.63 Million
1.61% of portfolio
|
Q3 2025
New holding
|
|
|
Spinnaker Investment Group, LLC
|
Oct 10, 2025 Q3 2025 |
58,836
shares
|
$1.61 Million
0.33% of portfolio
|
Q3 2025
Added 70.42%
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
58,580
shares
|
$1.61 Million
0.81% of portfolio
|
Q2 2025
New holding
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Oct 17, 2025 Q3 2025 |
57,968
shares
|
$1.59 Million
0.79% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Greenhouse Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
57,174
shares
|
$1.57 Million
0.96% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
57,022
shares
|
$1.56 Million
0.07% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
56,708
shares
|
$1.56 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
56,555
shares
|
$1.55 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
55,772
shares
|
$1.53 Million
0.39% of portfolio
|
Q2 2025
Reduced 13.24%
|
|
|
Mendel Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
55,621
shares
|
$1.53 Million
0.83% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
55,574
shares
|
$1.52 Million
0.85% of portfolio
|
Q1 2025
Added 8.62%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
55,375
shares
|
$1.52 Million
0.47% of portfolio
|
Q4 2024
Reduced 9.1%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
55,359
shares
|
$1.52 Million
0.03% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
55,266
shares
|
$1.52 Million
1.03% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
55,000
shares
|
$1.51 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
54,789
shares
|
$1.5 Million
0.06% of portfolio
|
Q3 2025
Added 29.48%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
54,429
shares
|
$1.49 Million
0.31% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
54,409
shares
|
$1.49 Million
0.03% of portfolio
|
Q3 2025
Added 29.18%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
54,026
shares
|
$1.48 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
54,003
shares
|
$1.48 Million
1.47% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
53,893
shares
|
$1.48 Million
0.35% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
53,794
shares
|
$1.48 Million
0.04% of portfolio
|
Q4 2023
Reduced 0.07%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
53,675
shares
|
$1.47 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Oct 23, 2025 Q3 2025 |
53,541
shares
|
$1.47 Million
1.33% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
53,204
shares
|
$1.46 Million
0.03% of portfolio
|
Q3 2025
Added 3.47%
|
|