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 |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
2,677
shares
|
$73,430
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
2,662
shares
|
$73,018
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
2,649
shares
|
$72,662
0.03% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
2,613
shares
|
$71,674
0.05% of portfolio
|
Q3 2025
Added 1575.0%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
2,600
shares
|
$71,318
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
2,517
shares
|
$69,041
0.02% of portfolio
|
Q3 2025
Added 12.32%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
2,516
shares
|
$69,013
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
2,446
shares
|
$67,093
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,410
shares
|
$66,106
0.0% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
2,408
shares
|
$66,051
0.01% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
2,396
shares
|
$65,722
0.03% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2025 Q3 2025 |
2,341
shares
|
$64,213
0.01% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,335
shares
|
$64,049
0.01% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
2,324
shares
|
$63,747
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
2,173
shares
|
$59,605
0.05% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
2,157
shares
|
$59,166
0.0% of portfolio
|
Q3 2025
Reduced 46.85%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
2,156
shares
|
$59,139
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
2,064
shares
|
$56,615
0.02% of portfolio
|
Q3 2025
Reduced 30.01%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
2,032
shares
|
$55,737
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
2,000
shares
|
$54,860
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
2,000
shares
|
$54,860
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,985
shares
|
$54,448
0.07% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,979
shares
|
$54,283
0.01% of portfolio
|
Q4 2022
Reduced 1.4%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
1,938
shares
|
$53,159
0.0% of portfolio
|
Q3 2025
Reduced 95.48%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
1,928
shares
|
$52,885
0.03% of portfolio
|
Q3 2025
Added 0.16%
|
|