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 1,268 institutions that hold shares in the stock, with a total of 257 Million shares, which have been reported (via 13F filing form) to have a value of $6.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rinkey Investments
San Diego, CA |
Aug 13, 2025 Q2 2025 |
147,477
shares
|
$3.8 Million
1.13% of portfolio
|
Q2 2025
Added 70.84%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
146,149
shares
|
$3.77 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.96%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
145,858
shares
|
$3.76 Million
0.56% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Leisure Capital Management
|
Aug 14, 2025 Q2 2025 |
145,790
shares
|
$3.76 Million
1.45% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
145,569
shares
|
$3.75 Million
0.32% of portfolio
|
Q2 2025
Reduced 10.79%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
144,688
shares
|
$3.73 Million
4.09% of portfolio
|
Q2 2023
New holding
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
144,660
shares
|
$3.73 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
144,123
shares
|
$3.71 Million
1.89% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
144,045
shares
|
$3.71 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
143,570
shares
|
$3.7 Million
0.4% of portfolio
|
Q2 2025
Reduced 22.85%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Jul 25, 2025 Q2 2025 |
141,882
shares
|
$3.66 Million
2.57% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
141,621
shares
|
$3.65 Million
0.41% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
141,092
shares
|
$3.64 Million
0.18% of portfolio
|
Q4 2023
Added 8.14%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
140,718
shares
|
$3.63 Million
0.69% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
139,941
shares
|
$3.61 Million
0.02% of portfolio
|
Q2 2025
Reduced 17.33%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
137,237
shares
|
$3.54 Million
0.26% of portfolio
|
Q2 2025
Reduced 6.46%
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
136,445
shares
|
$3.52 Million
1.74% of portfolio
|
Q2 2025
Reduced 11.99%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
136,441
shares
|
$3.52 Million
2.39% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
135,752
shares
|
$3.5 Million
0.97% of portfolio
|
Q2 2025
Added 87.37%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
135,622
shares
|
$3.49 Million
1.42% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Outfitter Financial LLC
|
Aug 06, 2025 Q2 2025 |
134,951
shares
|
$3.48 Million
2.94% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
134,442
shares
|
$3.46 Million
0.91% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
132,589
shares
|
$3.42 Million
0.78% of portfolio
|
Q2 2025
Reduced 14.02%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
132,267
shares
|
$3.41 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
132,206
shares
|
$3.41 Million
0.08% of portfolio
|
Q2 2025
Added 3.91%
|