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 |
|---|---|---|---|---|---|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
253,224
shares
|
$6.95 Million
3.18% of portfolio
|
Q4 2024
Added 88.11%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 27, 2025 Q3 2025 |
252,601
shares
|
$6.93 Million
1.43% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
252,419
shares
|
$6.92 Million
0.48% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
250,461
shares
|
$6.87 Million
0.91% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
248,517
shares
|
$6.82 Million
0.3% of portfolio
|
Q3 2025
Reduced 6.9%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
248,484
shares
|
$6.82 Million
1.15% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
246,878
shares
|
$6.77 Million
0.77% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
245,225
shares
|
$6.73 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
243,319
shares
|
$6.67 Million
0.65% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
242,582
shares
|
$6.65 Million
0.13% of portfolio
|
Q2 2024
Reduced 2.61%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
240,319
shares
|
$6.59 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
239,068
shares
|
$6.56 Million
2.25% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
236,964
shares
|
$6.5 Million
0.96% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
234,137
shares
|
$6.42 Million
0.26% of portfolio
|
Q3 2025
Reduced 5.65%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
231,918
shares
|
$6.36 Million
0.3% of portfolio
|
Q3 2025
Added 8.67%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
230,841
shares
|
$6.33 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
226,276
shares
|
$6.21 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
219,256
shares
|
$6.01 Million
1.83% of portfolio
|
Q3 2025
Added 7.17%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
218,939
shares
|
$6.01 Million
2.55% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
216,374
shares
|
$5.94 Million
1.7% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
216,223
shares
|
$5.93 Million
2.66% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Meridian Management CO
|
Nov 03, 2025 Q3 2025 |
215,870
shares
|
$5.92 Million
1.64% of portfolio
|
Q3 2025
Reduced 10.22%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
215,663
shares
|
$5.92 Million
4.61% of portfolio
|
Q3 2025
Added 13.35%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
213,841
shares
|
$5.87 Million
0.38% of portfolio
|
Q4 2023
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
213,635
shares
|
$5.86 Million
0.3% of portfolio
|
Q3 2025
Added 0.17%
|
|