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 |
|---|---|---|---|---|---|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
577,395
shares
|
$15.8 Million
4.15% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Oct 08, 2025 Q3 2025 |
571,869
shares
|
$15.7 Million
10.06% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
569,122
shares
|
$15.6 Million
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
558,501
shares
|
$15.3 Million
0.1% of portfolio
|
Q4 2024
Reduced 20.86%
|
|
|
Matrix Trust CO
|
Oct 14, 2025 Q3 2025 |
541,906
shares
|
$14.9 Million
2.37% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
539,057
shares
|
$14.8 Million
1.29% of portfolio
|
Q3 2025
Reduced 9.33%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
521,308
shares
|
$14.3 Million
0.19% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
520,454
shares
|
$14.3 Million
0.15% of portfolio
|
Q3 2025
Reduced 5.93%
|
|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
497,824
shares
|
$13.7 Million
1.74% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
490,214
shares
|
$13.4 Million
1.5% of portfolio
|
Q4 2024
Added 92.87%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
464,329
shares
|
$12.7 Million
1.31% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
461,940
shares
|
$12.7 Million
0.26% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
458,997
shares
|
$12.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 21.66%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
450,016
shares
|
$12.3 Million
0.53% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
445,747
shares
|
$12.2 Million
0.04% of portfolio
|
Q3 2025
Added 70.73%
|
|
|
Appleton Partners Inc
|
Nov 05, 2025 Q3 2025 |
441,543
shares
|
$12.1 Million
0.83% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Oct 23, 2025 Q3 2025 |
436,597
shares
|
$12 Million
3.98% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
436,287
shares
|
$12 Million
0.13% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
436,267
shares
|
$12 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Youngs Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
436,104
shares
|
$12 Million
4.34% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
433,643
shares
|
$11.9 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
432,896
shares
|
$11.9 Million
0.43% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
432,043
shares
|
$11.9 Million
5.13% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
423,497
shares
|
$11.6 Million
0.0% of portfolio
|
Q2 2025
Added 76.43%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
418,375
shares
|
$11.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.0%
|
|