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 |
|---|---|---|---|---|---|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
7,996
shares
|
$219,330
0.09% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
7,982
shares
|
$218,946
0.01% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
7,922
shares
|
$217,300
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
7,909
shares
|
$216,943
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
25 LLC
St. Louis, MO |
Oct 16, 2025 Q3 2025 |
7,904
shares
|
$216,806
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
7,880
shares
|
$216,148
0.03% of portfolio
|
Q3 2025
Reduced 8.14%
|
|
|
Barnett & Company, Inc.
|
Nov 10, 2025 Q3 2025 |
7,874
shares
|
$215,983
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
7,864
shares
|
$215,709
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
7,751
shares
|
$212,609
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Nov 12, 2025 Q3 2025 |
7,739
shares
|
$212,280
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 14, 2025 Q3 2025 |
7,737
shares
|
$212,225
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
7,723
shares
|
$211,841
0.03% of portfolio
|
Q4 2023
Added 46.8%
|
|
|
Ade, LLC
|
Nov 06, 2025 Q3 2025 |
7,715
shares
|
$211,622
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
7,646
shares
|
$209,729
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
7,610
shares
|
$208,742
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
7,553
shares
|
$207,178
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Dec 15, 2025 Q3 2025 |
7,547
shares
|
$207,014
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
7,544
shares
|
$206,931
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
7,489
shares
|
$205,423
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
7,409
shares
|
$203,228
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Oct 28, 2025 Q3 2025 |
7,401
shares
|
$203,009
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Alley Investment Management Company, LLC
|
Oct 24, 2025 Q3 2025 |
7,396
shares
|
$202,872
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
7,325
shares
|
$200,924
0.01% of portfolio
|
Q3 2025
Reduced 12.01%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
7,285
shares
|
$199,827
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
7,279
shares
|
$199,662
0.03% of portfolio
|
Q3 2025
Reduced 22.38%
|
|