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 |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
742
shares
|
$20,353
0.0% of portfolio
|
Q2 2025
Reduced 11.67%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
730
shares
|
$20,023
0.01% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
726
shares
|
$19,914
0.0% of portfolio
|
Q1 2025
Added 164.96%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
708
shares
|
$19,420
0.0% of portfolio
|
Q2 2025
Added 395.1%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
696
shares
|
$19,091
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
688
shares
|
$18,871
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
688
shares
|
$18,871
0.0% of portfolio
|
Q3 2025
Reduced 46.46%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
679
shares
|
$18,624
0.0% of portfolio
|
Q3 2025
Added 2729.17%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
670
shares
|
$18,378
0.0% of portfolio
|
Q2 2021
Added 107.58%
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
648
shares
|
$17,774
0.01% of portfolio
|
Q2 2025
Reduced 35.07%
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
642
shares
|
$17,610
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
640
shares
|
$17,555
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
630
shares
|
$17,280
0.0% of portfolio
|
Q2 2022
Reduced 1.56%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
629
shares
|
$17,253
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
624
shares
|
$17,116
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
610
shares
|
$16,732
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
600
shares
|
$16,458
0.01% of portfolio
|
Q1 2023
Reduced 22.18%
|
|
|
First Financial Corp
|
Oct 09, 2025 Q3 2025 |
596
shares
|
$16,348
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
562
shares
|
$15,415
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
561
shares
|
$15,388
0.02% of portfolio
|
Q3 2024
Reduced 8.18%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
538
shares
|
$14,757
0.0% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
536
shares
|
$14,702
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
532
shares
|
$14,592
0.0% of portfolio
|
Q1 2025
Reduced 95.73%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
526
shares
|
$14,428
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
524
shares
|
$14,373
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|