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 |
|---|---|---|---|---|---|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
34,204,530
shares
|
$938 Million
2.66% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
17,280,769
shares
|
$474 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.14%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
14,690,812
shares
|
$403 Million
0.46% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
10,519,302
shares
|
$289 Million
2.07% of portfolio
|
Q4 2022
Added 5.05%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
5,241,527
shares
|
$144 Million
0.1% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
4,996,465
shares
|
$137 Million
0.27% of portfolio
|
Q3 2025
Reduced 8.89%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
4,678,377
shares
|
$128 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
4,549,282
shares
|
$125 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
4,096,983
shares
|
$112 Million
0.02% of portfolio
|
Q3 2025
Added 7.1%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
4,023,752
shares
|
$110 Million
3.17% of portfolio
|
Q3 2025
Added 9.43%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
3,776,607
shares
|
$104 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
3,005,236
shares
|
$82.4 Million
0.1% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
2,843,740
shares
|
$78 Million
0.1% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,459,417
shares
|
$67.5 Million
0.02% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
2,258,420
shares
|
$61.9 Million
2.8% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Vantagepoint Investment Advisers LLC
|
Oct 31, 2025 Q3 2025 |
2,092,621
shares
|
$57.4 Million
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,072,513
shares
|
$56.8 Million
4.27% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
2,061,344
shares
|
$56.5 Million
0.1% of portfolio
|
Q3 2025
Reduced 6.43%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
1,958,128
shares
|
$53.7 Million
0.44% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,924,985
shares
|
$52.8 Million
0.0% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
1,857,955
shares
|
$51 Million
18.76% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
1,641,564
shares
|
$45 Million
0.26% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,551,588
shares
|
$42.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 47.88%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,533,125
shares
|
$42.1 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
1,500,406
shares
|
$41.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.25%
|
|