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 |
|---|---|---|---|---|---|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
324
shares
|
$8,887
0.0% of portfolio
|
Q2 2025
Reduced 95.43%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
294
shares
|
$8,064
0.0% of portfolio
|
Q2 2024
Added 68.0%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
292
shares
|
$8,009
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
284
shares
|
$7,790
0.0% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
280
shares
|
$7,680
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
278
shares
|
$7,625
0.0% of portfolio
|
Q1 2025
Reduced 29.08%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
276
shares
|
$7,570
0.0% of portfolio
|
Q2 2022
Added 0.36%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
270
shares
|
$7,406
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
264
shares
|
$7,241
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
250
shares
|
$6,857
0.01% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
245
shares
|
$6,720
0.0% of portfolio
|
Q3 2025
Added 222.37%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
228
shares
|
$6,254
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
222
shares
|
$6,089
0.0% of portfolio
|
Q3 2025
Reduced 78.61%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
222
shares
|
$6,089
0.0% of portfolio
|
Q3 2025
Reduced 65.74%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
212
shares
|
$5,815
0.0% of portfolio
|
Q2 2025
Added 17.78%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
210
shares
|
$5,760
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
202
shares
|
$5,540
0.0% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
200
shares
|
$5,486
0.0% of portfolio
|
Q4 2025
Added 25.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
188
shares
|
$5,156
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
181
shares
|
$4,964
0.0% of portfolio
|
Q4 2024
Added 101.11%
|
|
|
Gpwm LLC
|
Oct 07, 2025 Q3 2025 |
176
shares
|
$4,827
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
176
shares
|
$4,827
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
169
shares
|
$4,635
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
167
shares
|
$4,580
0.0% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
163
shares
|
$4,471
0.0% of portfolio
|
Q3 2025
Added 328.95%
|
|