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 |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
183,726
shares
|
$5.04 Million
0.82% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Nov 10, 2025 Q3 2025 |
183,053
shares
|
$5.02 Million
3.14% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Oct 29, 2025 Q3 2025 |
182,788
shares
|
$5.01 Million
3.89% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
182,651
shares
|
$5.01 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
182,296
shares
|
$5 Million
1.41% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Pinnacle Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
181,986
shares
|
$4.99 Million
5.77% of portfolio
|
Q3 2025
New holding
|
|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
181,732
shares
|
$4.98 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
181,639
shares
|
$4.98 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
181,015
shares
|
$4.97 Million
0.57% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
177,909
shares
|
$4.88 Million
0.14% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
177,210
shares
|
$4.86 Million
0.01% of portfolio
|
Q3 2025
Added 16.58%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
176,357
shares
|
$4.84 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.29%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
175,454
shares
|
$4.81 Million
0.16% of portfolio
|
Q3 2025
Reduced 13.18%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
175,135
shares
|
$4.8 Million
0.95% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
175,135
shares
|
$4.8 Million
0.78% of portfolio
|
Q3 2025
New holding
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
174,102
shares
|
$4.78 Million
1.49% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
171,835
shares
|
$4.71 Million
0.03% of portfolio
|
Q2 2025
Added 28.33%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
171,813
shares
|
$4.71 Million
0.09% of portfolio
|
Q3 2025
Added 36.2%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
169,979
shares
|
$4.66 Million
2.11% of portfolio
|
Q3 2025
Added 6.21%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
169,598
shares
|
$4.65 Million
0.39% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
K2 Financial Inc.
Glendora, CA |
Oct 16, 2025 Q3 2025 |
164,734
shares
|
$4.52 Million
3.72% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Upper Left Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
162,817
shares
|
$4.47 Million
3.01% of portfolio
|
Q3 2025
Reduced 8.42%
|
|
|
Fidelis I M, LLC
Medford, OR |
Oct 31, 2025 Q3 2025 |
161,460
shares
|
$4.43 Million
10.03% of portfolio
|
Q3 2025
Reduced 78.03%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
158,999
shares
|
$4.36 Million
0.17% of portfolio
|
Q3 2022
Added 122.71%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Oct 31, 2025 Q3 2025 |
158,029
shares
|
$4.33 Million
2.93% of portfolio
|
Q3 2025
Added 5.87%
|
|