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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
130,701
shares
|
$3.37 Million
0.32% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Aug 14, 2025 Q2 2025 |
130,501
shares
|
$3.36 Million
0.77% of portfolio
|
Q2 2025
Added 8.62%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
130,351
shares
|
$3.36 Million
0.67% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
129,186
shares
|
$3.33 Million
2.18% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
127,119
shares
|
$3.28 Million
1.67% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
127,064
shares
|
$3.27 Million
0.43% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
126,148
shares
|
$3.25 Million
0.07% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
126,124
shares
|
$3.25 Million
0.52% of portfolio
|
Q2 2025
Reduced 13.61%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
125,548
shares
|
$3.24 Million
0.0% of portfolio
|
Q2 2025
Added 14.34%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
125,382
shares
|
$3.23 Million
0.42% of portfolio
|
Q4 2022
Reduced 11.73%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
125,314
shares
|
$3.23 Million
0.22% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
124,698
shares
|
$3.21 Million
0.35% of portfolio
|
Q2 2025
Added 12.34%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
124,597
shares
|
$3.21 Million
0.04% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
124,338
shares
|
$3.2 Million
0.72% of portfolio
|
Q1 2025
Added 9.8%
|
|
|
First International Bank & Trust
Watford City, ND |
Jul 08, 2025 Q2 2025 |
122,760
shares
|
$3.16 Million
1.08% of portfolio
|
Q2 2025
Reduced 28.54%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
121,574
shares
|
$3.13 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
121,548
shares
|
$3.13 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
120,375
shares
|
$3.1 Million
0.77% of portfolio
|
Q2 2025
Added 8.93%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
118,912
shares
|
$3.06 Million
1.14% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
118,330
shares
|
$3.05 Million
0.17% of portfolio
|
Q2 2025
Added 35.82%
|
|
|
Next Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
117,399
shares
|
$3.03 Million
1.11% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
116,848
shares
|
$3.01 Million
0.12% of portfolio
|
Q2 2025
Added 261.4%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
116,583
shares
|
$3 Million
0.22% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
115,607
shares
|
$2.98 Million
1.45% of portfolio
|
Q2 2025
Reduced 3.42%
|