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 1,326 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 |
|---|---|---|---|---|---|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
10,711
shares
|
$293,802
0.03% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,649
shares
|
$292,102
0.01% of portfolio
|
Q2 2024
Reduced 4.49%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
10,643
shares
|
$291,937
0.02% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
10,540
shares
|
$289,112
0.03% of portfolio
|
Q1 2025
Reduced 65.92%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
10,522
shares
|
$288,618
0.01% of portfolio
|
Q3 2025
Reduced 20.3%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
10,520
shares
|
$288,563
0.15% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
10,486
shares
|
$287,630
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
10,478
shares
|
$287,411
0.02% of portfolio
|
Q3 2025
Reduced 8.8%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
10,475
shares
|
$287,329
0.04% of portfolio
|
Q3 2025
Reduced 23.08%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
10,470
shares
|
$287,192
0.14% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
10,363
shares
|
$284,257
0.0% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
10,338
shares
|
$283,571
0.01% of portfolio
|
Q2 2023
Added 40.04%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
10,326
shares
|
$283,242
0.01% of portfolio
|
Q3 2025
Reduced 9.94%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
10,307
shares
|
$282,721
0.07% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
10,306
shares
|
$282,693
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Nov 13, 2025 Q3 2025 |
10,266
shares
|
$281,596
0.12% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Selective Wealth Management, Inc.
|
Oct 10, 2025 Q3 2025 |
10,221
shares
|
$280,362
0.09% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
10,202
shares
|
$279,840
0.0% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
10,198
shares
|
$279,731
0.0% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
10,166
shares
|
$278,853
0.04% of portfolio
|
Q3 2025
Reduced 24.79%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
10,162
shares
|
$278,743
0.02% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
10,152
shares
|
$278,469
0.08% of portfolio
|
Q3 2025
Reduced 12.81%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
10,103
shares
|
$277,125
0.04% of portfolio
|
Q4 2025
Reduced 9.31%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
10,077
shares
|
$276,412
0.04% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
10,057
shares
|
$275,863
0.21% of portfolio
|
Q3 2025
Reduced 0.6%
|
|