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 |
|---|---|---|---|---|---|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
91,941
shares
|
$2.55 Million
1.73% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
91,844
shares
|
$2.54 Million
0.05% of portfolio
|
Q2 2025
Reduced 17.73%
|
|
|
Madden Securities Corp
|
Jul 22, 2025 Q2 2025 |
91,831
shares
|
$2.54 Million
0.96% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
91,826
shares
|
$2.54 Million
0.0% of portfolio
|
Q2 2025
Reduced 96.22%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
91,171
shares
|
$2.53 Million
0.11% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
91,116
shares
|
$2.52 Million
1.74% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
91,104
shares
|
$2.52 Million
0.0% of portfolio
|
Q3 2024
Added 8.71%
|
|
|
Code Waechter LLC
Tampa, FL |
Aug 05, 2025 Q2 2025 |
90,079
shares
|
$2.5 Million
1.63% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
90,000
shares
|
$2.49 Million
0.77% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
89,719
shares
|
$2.49 Million
0.13% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
89,284
shares
|
$2.47 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
89,064
shares
|
$2.47 Million
1.38% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
88,943
shares
|
$2.46 Million
1.86% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
88,818
shares
|
$2.46 Million
0.3% of portfolio
|
Q2 2025
Reduced 9.81%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
88,769
shares
|
$2.46 Million
0.03% of portfolio
|
Q2 2025
Added 22.63%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
87,844
shares
|
$2.43 Million
1.1% of portfolio
|
Q2 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
87,844
shares
|
$2.43 Million
1.1% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
87,742
shares
|
$2.43 Million
1.07% of portfolio
|
Q1 2025
Added 13.57%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
86,711
shares
|
$2.4 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
86,167
shares
|
$2.39 Million
0.13% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
86,087
shares
|
$2.38 Million
0.09% of portfolio
|
Q2 2025
Added 66.48%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
85,408
shares
|
$2.37 Million
0.77% of portfolio
|
Q2 2025
Reduced 40.54%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
85,403
shares
|
$2.37 Million
0.02% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Consilium Wealth Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
85,362
shares
|
$2.36 Million
0.92% of portfolio
|
Q2 2025
Reduced 29.48%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
85,051
shares
|
$2.36 Million
0.06% of portfolio
|
Q2 2025
Reduced 16.64%
|