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 |
|---|---|---|---|---|---|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
207,679
shares
|
$5.7 Million
0.23% of portfolio
|
Q3 2025
Added 139.51%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
207,515
shares
|
$5.69 Million
0.01% of portfolio
|
Q3 2025
Added 6.29%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
205,849
shares
|
$5.65 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
204,979
shares
|
$5.62 Million
0.6% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
203,717
shares
|
$5.59 Million
0.4% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Orgel Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
203,613
shares
|
$5.59 Million
0.14% of portfolio
|
Q3 2025
Reduced 17.33%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
202,467
shares
|
$5.55 Million
2.77% of portfolio
|
Q3 2025
Added 20.51%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 12, 2025 Q3 2025 |
200,818
shares
|
$5.51 Million
3.39% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
200,647
shares
|
$5.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Nikulski Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
195,781
shares
|
$5.37 Million
1.42% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
195,654
shares
|
$5.37 Million
1.6% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
195,477
shares
|
$5.36 Million
0.79% of portfolio
|
Q3 2025
Added 7.37%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
195,002
shares
|
$5.35 Million
1.33% of portfolio
|
Q3 2025
Reduced 15.9%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
194,276
shares
|
$5.33 Million
0.15% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
194,241
shares
|
$5.33 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
193,119
shares
|
$5.3 Million
0.17% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
192,615
shares
|
$5.28 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
192,309
shares
|
$5.28 Million
0.11% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
191,706
shares
|
$5.26 Million
1.72% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
190,673
shares
|
$5.23 Million
0.14% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
189,534
shares
|
$5.2 Million
2.44% of portfolio
|
Q3 2025
Reduced 12.63%
|
|
|
Powers Advisory Group, LLC
|
Oct 22, 2025 Q3 2025 |
188,604
shares
|
$5.17 Million
2.12% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
187,408
shares
|
$5.14 Million
0.79% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
184,998
shares
|
$5.07 Million
0.96% of portfolio
|
Q1 2025
Added 8.69%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
184,812
shares
|
$5.07 Million
3.57% of portfolio
|
Q3 2025
Added 4.38%
|
|