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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
10,052
shares
|
$275,726
0.14% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
9,996
shares
|
$274,190
0.03% of portfolio
|
Q4 2024
Added 102.35%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 12, 2025 Q3 2025 |
9,996
shares
|
$274,190
0.08% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
9,976
shares
|
$273,641
0.17% of portfolio
|
Q4 2023
Reduced 6.36%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,936
shares
|
$272,544
0.07% of portfolio
|
Q4 2024
Added 89.01%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
9,919
shares
|
$272,078
0.13% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
9,911
shares
|
$271,858
0.01% of portfolio
|
Q1 2024
Added 1.18%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
9,903
shares
|
$271,639
0.06% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Fca Corp
Houston, TX |
Nov 14, 2025 Q3 2025 |
9,868
shares
|
$270,679
0.08% of portfolio
|
Q3 2025
Reduced 47.61%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
9,852
shares
|
$270,240
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Nov 07, 2025 Q3 2025 |
9,832
shares
|
$269,691
0.09% of portfolio
|
Q3 2025
Reduced 38.29%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
9,825
shares
|
$269,499
0.02% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Capital Advantage, Inc.
|
Jan 07, 2026 Q4 2025 |
9,814
shares
|
$269,198
0.04% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
9,805
shares
|
$268,951
0.1% of portfolio
|
Q3 2025
Reduced 12.63%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Nov 10, 2025 Q3 2025 |
9,778
shares
|
$268,210
0.07% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Cross Staff Investments Inc
|
Oct 24, 2025 Q3 2025 |
9,773
shares
|
$268,073
0.2% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
9,752
shares
|
$267,497
0.03% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
9,725
shares
|
$266,756
0.05% of portfolio
|
Q4 2025
Added 0.42%
|
|
|
Mainstay Capital Management LLC
|
Dec 09, 2025 Q3 2025 |
9,694
shares
|
$265,906
0.03% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 30, 2025 Q3 2025 |
9,646
shares
|
$264,589
0.16% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
9,634
shares
|
$264,260
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
9,626
shares
|
$264,041
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Lafayette Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
9,588
shares
|
$262,998
0.05% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Genesee Capital Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
9,559
shares
|
$262,203
0.12% of portfolio
|
Q3 2025
Reduced 33.17%
|
|