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 |
|---|---|---|---|---|---|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
307,328
shares
|
$8.43 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
305,234
shares
|
$8.37 Million
0.43% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
302,407
shares
|
$8.3 Million
4.66% of portfolio
|
Q3 2025
Reduced 5.68%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
300,197
shares
|
$8.23 Million
3.1% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
299,480
shares
|
$8.21 Million
0.25% of portfolio
|
Q3 2025
Reduced 48.05%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
298,224
shares
|
$8.18 Million
3.67% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
297,937
shares
|
$8.17 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
296,286
shares
|
$8.13 Million
0.25% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
295,425
shares
|
$8.1 Million
0.64% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
292,782
shares
|
$8.03 Million
0.15% of portfolio
|
Q3 2025
Reduced 13.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
290,938
shares
|
$7.98 Million
0.02% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
Nov 12, 2025 Q3 2025 |
290,757
shares
|
$7.98 Million
0.01% of portfolio
|
Q3 2025
Added 395.32%
|
|
|
Bouchey Financial Group LTD
|
Nov 12, 2025 Q3 2025 |
289,809
shares
|
$7.95 Million
0.66% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
287,851
shares
|
$7.9 Million
0.06% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
286,988
shares
|
$7.87 Million
0.25% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
282,307
shares
|
$7.74 Million
0.17% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
277,208
shares
|
$7.6 Million
0.18% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
276,030
shares
|
$7.57 Million
1.16% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
276,001
shares
|
$7.57 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.62%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
262,115
shares
|
$7.19 Million
1.0% of portfolio
|
Q3 2025
Added 7.34%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
261,078
shares
|
$7.16 Million
1.65% of portfolio
|
Q2 2025
Added 8.16%
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
259,393
shares
|
$7.12 Million
3.48% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
257,057
shares
|
$7.05 Million
4.21% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
255,642
shares
|
$7.01 Million
1.18% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
255,486
shares
|
$7.01 Million
1.09% of portfolio
|
Q3 2025
Reduced 0.02%
|
|