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 1,272 institutions that hold shares in the stock, with a total of 251 Million shares, which have been reported (via 13F filing form) to have a value of $6.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
103,678
shares
|
$2.72 Million
0.38% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
102,888
shares
|
$2.7 Million
2.1% of portfolio
|
Q3 2023
Reduced 3.07%
|
|
|
Hc Advisors, LLC
|
May 13, 2025 Q1 2025 |
102,214
shares
|
$2.68 Million
1.89% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
102,024
shares
|
$2.67 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
101,715
shares
|
$2.66 Million
0.09% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
101,625
shares
|
$2.66 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
101,069
shares
|
$2.65 Million
0.03% of portfolio
|
Q1 2025
Added 11.78%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
100,556
shares
|
$2.63 Million
0.13% of portfolio
|
Q1 2025
Added 16.12%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
100,481
shares
|
$2.63 Million
0.6% of portfolio
|
Q1 2025
Reduced 7.93%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
99,858
shares
|
$2.62 Million
1.46% of portfolio
|
Q1 2025
Added 89.16%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
99,598
shares
|
$2.61 Million
0.09% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
99,106
shares
|
$2.6 Million
0.07% of portfolio
|
Q1 2025
Added 2604.86%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
98,976
shares
|
$2.59 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
98,503
shares
|
$2.58 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
98,477
shares
|
$2.58 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
97,919
shares
|
$2.57 Million
0.07% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
97,347
shares
|
$2.55 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
95,764
shares
|
$2.51 Million
1.85% of portfolio
|
Q1 2025
Added 15.89%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
95,437
shares
|
$2.5 Million
0.71% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
95,297
shares
|
$2.5 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
95,022
shares
|
$2.49 Million
0.11% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
94,480
shares
|
$2.48 Million
0.3% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
94,156
shares
|
$2.47 Million
0.16% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
93,964
shares
|
$2.46 Million
1.2% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
92,257
shares
|
$2.42 Million
0.68% of portfolio
|
Q2 2025
Reduced 26.41%
|