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 |
|---|---|---|---|---|---|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
1,069
shares
|
$29,322
0.01% of portfolio
|
Q3 2025
Reduced 5.31%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
1,064
shares
|
$29,185
0.0% of portfolio
|
Q1 2025
Reduced 17.71%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,055
shares
|
$28,938
0.01% of portfolio
|
Q4 2024
Added 77.01%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
1,010
shares
|
$27,704
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
1,006
shares
|
$27,594
0.01% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
1,000
shares
|
$27,430
0.01% of portfolio
|
Q2 2025
Reduced 18.7%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
968
shares
|
$26,552
0.01% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
910
shares
|
$24,961
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
900
shares
|
$24,687
0.02% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
878
shares
|
$24,083
0.0% of portfolio
|
Q2 2022
Reduced 20.47%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
870
shares
|
$23,864
0.01% of portfolio
|
Q4 2024
Added 96.83%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
870
shares
|
$23,864
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
867
shares
|
$23,781
0.0% of portfolio
|
Q3 2025
Added 56.78%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
840
shares
|
$23,041
0.0% of portfolio
|
Q3 2025
Reduced 26.12%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
836
shares
|
$22,931
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
818
shares
|
$22,437
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
810
shares
|
$22,218
0.0% of portfolio
|
Q4 2024
Added 105.06%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
808
shares
|
$22,163
0.0% of portfolio
|
Q2 2025
Reduced 37.85%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
800
shares
|
$21,944
0.0% of portfolio
|
Q3 2025
Reduced 70.8%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
783
shares
|
$21,477
0.01% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
782
shares
|
$21,450
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
780
shares
|
$21,395
0.0% of portfolio
|
Q2 2024
Added 212.0%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
776
shares
|
$21,285
0.02% of portfolio
|
Q3 2025
Added 14.79%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
772
shares
|
$21,175
0.01% of portfolio
|
Q3 2025
Added 18.4%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
766
shares
|
$21,011
0.01% of portfolio
|
Q4 2022
Added 49.61%
|
|