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 1,324 institutions that hold shares in the stock, with a total of 261 Million shares, which have been reported (via 13F filing form) to have a value of $7.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
827,952
shares
|
$22.7 Million
0.2% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
827,667
shares
|
$22.7 Million
0.37% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Joule Financial, LLC
|
Nov 03, 2025 Q3 2025 |
827,440
shares
|
$22.7 Million
6.95% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
779,074
shares
|
$21.4 Million
3.42% of portfolio
|
Q2 2023
Added 1.51%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
746,017
shares
|
$20.5 Million
1.45% of portfolio
|
Q3 2025
Added 7.02%
|
|
|
Strategic Financial Planning, Inc.
|
Nov 13, 2025 Q3 2025 |
741,711
shares
|
$20.3 Million
12.46% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Oct 20, 2025 Q3 2025 |
737,124
shares
|
$20.2 Million
15.48% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2025 Q3 2025 |
721,038
shares
|
$19.8 Million
5.54% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
717,985
shares
|
$19.7 Million
0.01% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
711,136
shares
|
$19.5 Million
1.01% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
705,013
shares
|
$19.3 Million
0.17% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
701,798
shares
|
$19.3 Million
0.34% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
697,967
shares
|
$19.1 Million
1.32% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
693,471
shares
|
$19 Million
0.55% of portfolio
|
Q3 2025
Added 11.2%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2025 Q3 2025 |
684,943
shares
|
$18.8 Million
6.61% of portfolio
|
Q3 2025
Added 1578.66%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
681,884
shares
|
$18.7 Million
0.1% of portfolio
|
Q3 2025
Added 100.06%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
650,909
shares
|
$17.9 Million
0.17% of portfolio
|
Q3 2025
Added 10737.65%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
646,019
shares
|
$17.7 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
625,686
shares
|
$17.2 Million
0.05% of portfolio
|
Q3 2025
Added 4.69%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
622,143
shares
|
$17.1 Million
1.45% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Nov 07, 2025 Q3 2025 |
617,415
shares
|
$16.9 Million
8.29% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
608,198
shares
|
$16.7 Million
1.59% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
604,103
shares
|
$16.6 Million
4.22% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
603,359
shares
|
$16.6 Million
1.09% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
591,472
shares
|
$16.2 Million
3.21% of portfolio
|
Q3 2025
Added 2.71%
|
|