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 |
|---|---|---|---|---|---|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
8,552
shares
|
$234,581
0.12% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
8,537
shares
|
$234,169
0.08% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
8,506
shares
|
$233,319
0.07% of portfolio
|
Q4 2022
Reduced 1.39%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
8,506
shares
|
$233,319
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
8,490
shares
|
$232,880
0.11% of portfolio
|
Q3 2025
Reduced 9.01%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
8,488
shares
|
$232,825
0.01% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
8,486
shares
|
$232,770
0.0% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Lincoln Capital Corp
|
Oct 16, 2025 Q3 2025 |
8,464
shares
|
$232,167
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
8,410
shares
|
$230,686
0.15% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Mitchell Capital Management CO
|
Nov 06, 2025 Q3 2025 |
8,407
shares
|
$230,604
0.04% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
8,405
shares
|
$230,549
0.04% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
8,371
shares
|
$229,616
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
8,340
shares
|
$228,766
0.03% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
8,311
shares
|
$227,970
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jan 05, 2026 Q4 2025 |
8,304
shares
|
$227,778
0.14% of portfolio
|
Q4 2025
Reduced 10.82%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
8,298
shares
|
$227,614
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
8,243
shares
|
$226,105
0.11% of portfolio
|
Q3 2025
Reduced 11.89%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
8,223
shares
|
$225,556
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Holistic Financial Partners
|
Jan 07, 2026 Q4 2025 |
8,214
shares
|
$225,310
0.09% of portfolio
|
Q4 2025
Reduced 15.53%
|
|
|
Baldwin Investment Management, LLC
|
Nov 10, 2025 Q3 2025 |
8,147
shares
|
$223,472
0.03% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
8,125
shares
|
$222,868
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
8,079
shares
|
$221,606
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
8,067
shares
|
$221,277
0.03% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Nov 04, 2025 Q3 2025 |
8,045
shares
|
$220,674
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
8,020
shares
|
$219,988
0.01% of portfolio
|
Q3 2025
Reduced 0.2%
|
|