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 |
|---|---|---|---|---|---|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
35,708
shares
|
$979,470
0.61% of portfolio
|
Q1 2023
Added 1.17%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2025 Q3 2025 |
35,660
shares
|
$978,153
0.36% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
35,600
shares
|
$976,508
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
35,469
shares
|
$972,914
0.05% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Nov 05, 2025 Q3 2025 |
35,388
shares
|
$970,692
0.26% of portfolio
|
Q3 2025
Reduced 10.28%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
35,164
shares
|
$964,548
0.07% of portfolio
|
Q3 2025
Reduced 7.01%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
34,788
shares
|
$954,234
0.6% of portfolio
|
Q3 2025
Reduced 18.62%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 10, 2025 Q3 2025 |
34,581
shares
|
$948,556
0.44% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
34,394
shares
|
$943,427
0.64% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
34,384
shares
|
$943,153
0.05% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
34,351
shares
|
$942,247
0.03% of portfolio
|
Q3 2025
Added 32.88%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
33,852
shares
|
$928,560
0.01% of portfolio
|
Q3 2025
Added 14.3%
|
|
|
Roberts Wealth Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
33,783
shares
|
$926,667
0.27% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
33,720
shares
|
$924,939
0.06% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
33,715
shares
|
$924,802
0.06% of portfolio
|
Q3 2025
Added 10.05%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
33,667
shares
|
$923,485
0.73% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
33,625
shares
|
$922,333
0.02% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
33,598
shares
|
$921,593
0.13% of portfolio
|
Q3 2025
Reduced 13.27%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
33,288
shares
|
$913,089
0.03% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
33,026
shares
|
$905,903
0.01% of portfolio
|
Q3 2025
Reduced 55.63%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
32,934
shares
|
$903,379
0.07% of portfolio
|
Q3 2025
Added 16.12%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
32,836
shares
|
$900,691
0.06% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 29, 2025 Q3 2025 |
32,812
shares
|
$900,033
0.34% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
32,403
shares
|
$888,814
0.05% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Strategic Equity Management
|
Nov 05, 2025 Q3 2025 |
32,267
shares
|
$885,083
0.38% of portfolio
|
Q3 2025
Reduced 1.81%
|
|