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 |
|---|---|---|---|---|---|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
115,201
shares
|
$2.97 Million
0.55% of portfolio
|
Q3 2022
Reduced 1.89%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
114,768
shares
|
$2.96 Million
0.76% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
114,052
shares
|
$2.94 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
111,184
shares
|
$2.87 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
110,909
shares
|
$2.86 Million
0.05% of portfolio
|
Q1 2025
Added 259.37%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
110,774
shares
|
$2.85 Million
0.01% of portfolio
|
Q1 2025
Reduced 85.88%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
110,309
shares
|
$2.84 Million
0.13% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
110,065
shares
|
$2.84 Million
0.8% of portfolio
|
Q2 2025
Added 14.96%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
109,984
shares
|
$2.83 Million
0.15% of portfolio
|
Q2 2025
Added 9.38%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
109,948
shares
|
$2.83 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jul 23, 2025 Q2 2025 |
109,881
shares
|
$2.83 Million
0.87% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
109,874
shares
|
$2.83 Million
0.64% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
108,885
shares
|
$2.81 Million
0.02% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
108,699
shares
|
$2.8 Million
1.32% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
108,502
shares
|
$2.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.96%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
108,377
shares
|
$2.79 Million
0.07% of portfolio
|
Q2 2025
Added 33.85%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
107,945
shares
|
$2.78 Million
0.17% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
107,648
shares
|
$2.77 Million
0.51% of portfolio
|
Q2 2025
Added 94.55%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
107,250
shares
|
$2.76 Million
0.49% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
106,856
shares
|
$2.75 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
106,246
shares
|
$2.74 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
106,012
shares
|
$2.73 Million
0.09% of portfolio
|
Q4 2024
Added 106.05%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
105,931
shares
|
$2.73 Million
0.0% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
104,383
shares
|
$2.69 Million
0.5% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
104,271
shares
|
$2.69 Million
0.14% of portfolio
|
Q2 2025
Added 5.86%
|