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 |
|---|---|---|---|---|---|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
7,268
shares
|
$199,361
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
7,266
shares
|
$199,306
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
7,238
shares
|
$198,538
0.06% of portfolio
|
Q3 2025
Reduced 16.01%
|
|
|
Sja Financial Advisory, LLC
|
Nov 05, 2025 Q3 2025 |
7,237
shares
|
$198,510
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Oct 27, 2025 Q3 2025 |
7,200
shares
|
$197,496
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
7,196
shares
|
$197,386
0.07% of portfolio
|
Q3 2025
Reduced 30.44%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,194
shares
|
$197,331
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Oct 30, 2025 Q3 2025 |
7,190
shares
|
$197,221
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
7,120
shares
|
$195,301
0.0% of portfolio
|
Q3 2025
Added 18.1%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
6,890
shares
|
$188,992
0.06% of portfolio
|
Q3 2025
Reduced 10.86%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
6,802
shares
|
$186,578
0.03% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
6,796
shares
|
$186,414
0.11% of portfolio
|
Q3 2023
Added 2.57%
|
|
|
Palouse Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
6,644
shares
|
$182,244
0.13% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
6,616
shares
|
$181,476
0.01% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
6,505
shares
|
$178,432
0.01% of portfolio
|
Q1 2024
Reduced 12.27%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
6,495
shares
|
$178,157
0.0% of portfolio
|
Q3 2025
Added 29.72%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
6,471
shares
|
$177,499
0.02% of portfolio
|
Q3 2025
Added 520.42%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
6,460
shares
|
$177,197
0.03% of portfolio
|
Q3 2025
Reduced 21.36%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
6,402
shares
|
$175,606
0.01% of portfolio
|
Q2 2025
Reduced 18.23%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
6,270
shares
|
$171,986
0.08% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
6,249
shares
|
$171,410
0.01% of portfolio
|
Q4 2022
Added 0.71%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
6,209
shares
|
$170,312
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
6,075
shares
|
$166,637
0.0% of portfolio
|
Q3 2025
Added 4683.46%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
6,047
shares
|
$165,869
0.01% of portfolio
|
Q1 2023
Added 237.07%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
6,033
shares
|
$165,485
0.02% of portfolio
|
Q3 2025
Added 1.69%
|
|