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 |
|---|---|---|---|---|---|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
43,619
shares
|
$1.2 Million
0.05% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
43,510
shares
|
$1.19 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
43,265
shares
|
$1.19 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
42,981
shares
|
$1.18 Million
0.39% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
42,850
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Added 161.55%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
42,777
shares
|
$1.17 Million
0.4% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
42,630
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
42,437
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2025
Added 84.76%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
42,380
shares
|
$1.16 Million
0.19% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 14, 2025 Q3 2025 |
42,196
shares
|
$1.16 Million
0.14% of portfolio
|
Q3 2025
Reduced 7.79%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
41,989
shares
|
$1.15 Million
0.77% of portfolio
|
Q3 2025
Reduced 7.23%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Oct 30, 2025 Q3 2025 |
41,723
shares
|
$1.14 Million
0.69% of portfolio
|
Q3 2025
Added 35.11%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
41,646
shares
|
$1.14 Million
0.17% of portfolio
|
Q3 2022
Reduced 4.84%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
41,578
shares
|
$1.14 Million
0.53% of portfolio
|
Q3 2025
Reduced 78.06%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
41,562
shares
|
$1.14 Million
0.2% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
41,262
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2025
Added 12.4%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
41,251
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
40,859
shares
|
$1.12 Million
0.81% of portfolio
|
Q3 2025
Added 8.47%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
40,851
shares
|
$1.12 Million
1.42% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
40,699
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Reduced 83.39%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Nov 04, 2025 Q3 2025 |
40,597
shares
|
$1.11 Million
0.04% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Econ Financial Services Corp
|
Oct 21, 2025 Q3 2025 |
40,286
shares
|
$1.11 Million
0.61% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Stark Wealth Management LLC
Bethlehem, PA |
Aug 28, 2025 Q2 2025 |
40,194
shares
|
$1.1 Million
1.27% of portfolio
|
Q2 2025
New holding
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
40,132
shares
|
$1.1 Million
0.74% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
40,071
shares
|
$1.1 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.12%
|
|