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 |
|---|---|---|---|---|---|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
9,542
shares
|
$261,737
0.12% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
9,470
shares
|
$259,762
0.02% of portfolio
|
Q3 2025
Added 10.41%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
9,458
shares
|
$259,432
0.08% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
9,451
shares
|
$259,240
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
9,380
shares
|
$257,293
0.05% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
9,366
shares
|
$256,909
0.06% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
9,362
shares
|
$256,799
0.16% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Veery Capital, LLC
|
Oct 14, 2025 Q3 2025 |
9,346
shares
|
$256,360
0.08% of portfolio
|
Q3 2025
Reduced 5.91%
|
|
|
Wedgewood Investors Inc
|
Oct 23, 2025 Q3 2025 |
9,344
shares
|
$256,305
0.29% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
9,334
shares
|
$256,031
0.03% of portfolio
|
Q3 2025
Reduced 37.72%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
9,313
shares
|
$255,455
0.0% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
9,273
shares
|
$254,358
0.11% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
9,273
shares
|
$254,358
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
9,221
shares
|
$252,932
0.29% of portfolio
|
Q3 2025
Reduced 60.91%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
9,174
shares
|
$251,642
0.12% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
9,167
shares
|
$251,450
0.0% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Oct 30, 2025 Q3 2025 |
9,161
shares
|
$251,286
0.15% of portfolio
|
Q1 2024
Reduced 53.59%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
9,156
shares
|
$251,149
0.09% of portfolio
|
Q3 2025
Reduced 15.13%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
9,140
shares
|
$250,710
0.02% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
9,138
shares
|
$250,655
0.01% of portfolio
|
Q3 2025
Reduced 72.79%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,134
shares
|
$250,545
0.01% of portfolio
|
Q4 2024
Added 58.38%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
9,087
shares
|
$249,256
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
9,047
shares
|
$248,159
0.03% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
9,046
shares
|
$248,131
0.09% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 14, 2025 Q3 2025 |
8,956
shares
|
$245,663
0.03% of portfolio
|
Q3 2025
Reduced 3.11%
|
|