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 |
|---|---|---|---|---|---|
|
Blossom Wealth Management
|
Oct 22, 2025 Q3 2025 |
53,098
shares
|
$1.46 Million
2.4% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Hc Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
52,815
shares
|
$1.45 Million
1.09% of portfolio
|
Q3 2025
Reduced 48.3%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 07, 2026 Q4 2025 |
52,425
shares
|
$1.44 Million
0.79% of portfolio
|
Q4 2025
Reduced 6.76%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
52,281
shares
|
$1.43 Million
0.86% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Seek First Inc.
Campbell, CA |
Nov 12, 2025 Q3 2025 |
51,960
shares
|
$1.43 Million
1.04% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
51,850
shares
|
$1.42 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Bnc Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
51,299
shares
|
$1.41 Million
0.4% of portfolio
|
Q3 2025
Reduced 10.2%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
51,005
shares
|
$1.4 Million
1.39% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
50,962
shares
|
$1.4 Million
0.05% of portfolio
|
Q4 2025
Added 10.35%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
50,959
shares
|
$1.4 Million
0.99% of portfolio
|
Q3 2025
Added 9.29%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
50,678
shares
|
$1.39 Million
0.01% of portfolio
|
Q4 2024
Added 92.96%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
50,564
shares
|
$1.39 Million
0.27% of portfolio
|
Q2 2024
Reduced 3.72%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
50,443
shares
|
$1.38 Million
0.18% of portfolio
|
Q3 2025
Reduced 17.78%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
50,093
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2025
Added 10.09%
|
|
|
Elmwood Wealth Management, Inc.
|
Nov 06, 2025 Q3 2025 |
50,079
shares
|
$1.37 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
49,755
shares
|
$1.36 Million
0.87% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 09, 2025 Q3 2025 |
49,704
shares
|
$1.36 Million
0.77% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
49,602
shares
|
$1.36 Million
0.03% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
49,394
shares
|
$1.35 Million
0.08% of portfolio
|
Q3 2025
Added 44.63%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Nov 03, 2025 Q3 2025 |
49,198
shares
|
$1.35 Million
0.33% of portfolio
|
Q2 2025
Added 13.03%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
49,138
shares
|
$1.35 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
49,062
shares
|
$1.35 Million
0.02% of portfolio
|
Q3 2025
Added 83.31%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
48,951
shares
|
$1.34 Million
0.23% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
48,920
shares
|
$1.34 Million
0.65% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
48,813
shares
|
$1.34 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|