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 |
|---|---|---|---|---|---|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
6,033
shares
|
$165,485
0.02% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
5,984
shares
|
$164,141
0.14% of portfolio
|
Q3 2025
Reduced 24.25%
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
5,674
shares
|
$155,637
0.02% of portfolio
|
Q3 2025
Added 26.43%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
5,652
shares
|
$155,034
0.1% of portfolio
|
Q3 2022
Reduced 2.38%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
5,620
shares
|
$154,156
0.07% of portfolio
|
Q3 2025
Reduced 36.28%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
5,603
shares
|
$153,690
0.05% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
5,524
shares
|
$151,523
0.49% of portfolio
|
Q3 2022
Added 0.02%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
5,458
shares
|
$149,712
0.07% of portfolio
|
Q4 2023
Added 7.57%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
5,404
shares
|
$148,231
0.04% of portfolio
|
Q1 2025
Added 46.61%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
5,313
shares
|
$145,735
0.01% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
5,289
shares
|
$145,077
0.0% of portfolio
|
Q3 2025
Reduced 7.7%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
5,275
shares
|
$144,693
0.14% of portfolio
|
Q3 2025
Reduced 90.43%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
5,251
shares
|
$144,034
0.03% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,114
shares
|
$140,277
0.01% of portfolio
|
Q2 2025
Added 21.01%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
5,037
shares
|
$138,164
0.03% of portfolio
|
Q1 2025
Added 949.38%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
5,000
shares
|
$137,150
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
4,981
shares
|
$136,628
0.01% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
4,761
shares
|
$130,594
0.01% of portfolio
|
Q3 2025
Added 14.45%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
4,746
shares
|
$130,182
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
4,664
shares
|
$127,933
0.0% of portfolio
|
Q3 2025
Reduced 86.19%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
4,617
shares
|
$126,644
0.03% of portfolio
|
Q3 2025
Added 13.25%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
4,530
shares
|
$124,257
0.05% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
4,499
shares
|
$123,407
0.07% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
4,364
shares
|
$119,704
0.01% of portfolio
|
Q4 2024
Added 98.91%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
4,360
shares
|
$119,594
0.06% of portfolio
|
Q1 2025
Reduced 0.73%
|
|