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 |
|---|---|---|---|---|---|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
417,100
shares
|
$11.4 Million
5.0% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
413,659
shares
|
$11.3 Million
1.36% of portfolio
|
Q3 2025
Reduced 14.34%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
412,847
shares
|
$11.3 Million
0.83% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
403,383
shares
|
$11.1 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
403,051
shares
|
$11.1 Million
0.93% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
402,351
shares
|
$11 Million
3.33% of portfolio
|
Q3 2025
Added 520.97%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
390,635
shares
|
$10.7 Million
3.26% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
386,732
shares
|
$10.6 Million
4.9% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
384,293
shares
|
$10.5 Million
2.26% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
375,336
shares
|
$10.3 Million
3.15% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
374,609
shares
|
$10.3 Million
2.86% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
374,323
shares
|
$10.3 Million
4.98% of portfolio
|
Q3 2022
Added 5.61%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
374,311
shares
|
$10.3 Million
2.33% of portfolio
|
Q3 2025
Reduced 11.64%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
374,311
shares
|
$10.3 Million
1.69% of portfolio
|
Q3 2025
Reduced 11.64%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
372,008
shares
|
$10.2 Million
1.4% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
355,269
shares
|
$9.75 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
341,416
shares
|
$9.37 Million
1.2% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
329,158
shares
|
$9.03 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
327,785
shares
|
$8.99 Million
2.66% of portfolio
|
Q3 2025
Added 51.45%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
324,529
shares
|
$8.9 Million
0.09% of portfolio
|
Q3 2025
Reduced 5.7%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
322,076
shares
|
$8.83 Million
0.1% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
321,415
shares
|
$8.82 Million
0.08% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
316,540
shares
|
$8.68 Million
0.58% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
316,502
shares
|
$8.68 Million
1.72% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
311,886
shares
|
$8.56 Million
0.04% of portfolio
|
Q3 2023
Added 1.97%
|
|