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 |
|---|---|---|---|---|---|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
160
shares
|
$4,388
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
156
shares
|
$4,279
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
150
shares
|
$4,114
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
140
shares
|
$3,840
0.0% of portfolio
|
Q1 2025
Reduced 62.77%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
137
shares
|
$3,757
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
126
shares
|
$3,456
0.0% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
126
shares
|
$3,456
0.0% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
116
shares
|
$3,181
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
102
shares
|
$2,797
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
102
shares
|
$2,797
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
100
shares
|
$2,743
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
98
shares
|
$2,688
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
98
shares
|
$2,688
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
95
shares
|
$2,605
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
93
shares
|
$2,550
0.0% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
91
shares
|
$2,496
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
85
shares
|
$2,331
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
82
shares
|
$2,249
0.0% of portfolio
|
Q3 2025
Reduced 12.77%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
77
shares
|
$2,112
0.0% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
76
shares
|
$2,084
0.0% of portfolio
|
Q2 2025
Reduced 58.7%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
72
shares
|
$1,974
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
72
shares
|
$1,974
0.0% of portfolio
|
Q2 2025
Reduced 75.26%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
60
shares
|
$1,645
0.0% of portfolio
|
Q3 2025
Added 1900.0%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
59
shares
|
$1,618
0.0% of portfolio
|
Q3 2025
Reduced 66.48%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
58
shares
|
$1,590
0.0% of portfolio
|
Q3 2025
New holding
|
|