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 1,277 institutions that hold shares in the stock, with a total of 259 Million shares, which have been reported (via 13F filing form) to have a value of $7.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
104,271
shares
|
$2.89 Million
0.14% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
103,678
shares
|
$2.87 Million
0.38% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
102,888
shares
|
$2.85 Million
2.1% of portfolio
|
Q3 2023
Reduced 3.07%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
102,837
shares
|
$2.85 Million
0.21% of portfolio
|
Q2 2025
Reduced 14.27%
|
|
|
Hc Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
102,148
shares
|
$2.83 Million
1.94% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
101,946
shares
|
$2.82 Million
1.48% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
101,411
shares
|
$2.81 Million
0.01% of portfolio
|
Q4 2024
Reduced 74.85%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
101,069
shares
|
$2.8 Million
0.03% of portfolio
|
Q1 2025
Added 11.78%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
100,197
shares
|
$2.78 Million
0.42% of portfolio
|
Q2 2025
Added 86.31%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
99,876
shares
|
$2.77 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
99,830
shares
|
$2.77 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
99,598
shares
|
$2.76 Million
0.09% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Sunburst Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
99,569
shares
|
$2.76 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
99,147
shares
|
$2.75 Million
0.04% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
97,919
shares
|
$2.71 Million
0.07% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
97,822
shares
|
$2.71 Million
0.06% of portfolio
|
Q2 2025
Added 41.13%
|
|
|
Jackson Creek Investment Advisors LLC
|
Aug 13, 2025 Q2 2025 |
97,781
shares
|
$2.71 Million
0.67% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
97,347
shares
|
$2.7 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
96,707
shares
|
$2.68 Million
1.29% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
95,297
shares
|
$2.64 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
94,480
shares
|
$2.62 Million
0.3% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
94,156
shares
|
$2.61 Million
0.16% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Ironwood Wealth Management, Llc.
|
Aug 06, 2025 Q2 2025 |
93,624
shares
|
$2.59 Million
0.87% of portfolio
|
Q2 2025
Added 72.68%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
92,257
shares
|
$2.56 Million
0.68% of portfolio
|
Q2 2025
Reduced 26.41%
|
|
|
Guardian Financial Partners, LLC
|
Jul 31, 2025 Q2 2025 |
92,061
shares
|
$2.55 Million
1.38% of portfolio
|
Q2 2025
Added 11.55%
|