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 |
|---|---|---|---|---|---|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
83,439
shares
|
$2.15 Million
1.14% of portfolio
|
Q2 2023
Added 0.07%
|
|
|
Vista Private Wealth Partners. LLC
|
Aug 13, 2025 Q2 2025 |
81,392
shares
|
$2.1 Million
0.65% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Jul 23, 2025 Q2 2025 |
81,074
shares
|
$2.09 Million
0.88% of portfolio
|
Q2 2025
Added 329.71%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
81,031
shares
|
$2.09 Million
0.69% of portfolio
|
Q2 2025
Added 8.22%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
81,030
shares
|
$2.09 Million
0.02% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
80,801
shares
|
$2.08 Million
0.03% of portfolio
|
Q2 2025
Added 8.54%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
80,524
shares
|
$2.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
80,196
shares
|
$2.07 Million
0.5% of portfolio
|
Q2 2025
Reduced 8.57%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 11, 2025 Q2 2025 |
80,049
shares
|
$2.06 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
79,769
shares
|
$2.06 Million
0.85% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
79,232
shares
|
$2.04 Million
0.54% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jul 16, 2025 Q2 2025 |
79,017
shares
|
$2.04 Million
0.51% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
78,714
shares
|
$2.03 Million
1.21% of portfolio
|
Q1 2023
Added 0.26%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
78,560
shares
|
$2.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.27%
|
|
|
Von Berge Wealth Management Group, LLC
|
Jul 24, 2025 Q2 2025 |
77,875
shares
|
$2.01 Million
1.14% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
77,855
shares
|
$2.01 Million
0.01% of portfolio
|
Q2 2025
Added 27.55%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
77,824
shares
|
$2.01 Million
0.0% of portfolio
|
Q2 2025
Added 277842.88%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
77,734
shares
|
$2 Million
0.08% of portfolio
|
Q2 2025
Reduced 64.85%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
77,693
shares
|
$2 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
77,644
shares
|
$2 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
77,415
shares
|
$1.99 Million
0.25% of portfolio
|
Q2 2025
Added 12.6%
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
77,293
shares
|
$1.99 Million
0.68% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
|
Compass Advisory Group LLC
|
Jul 28, 2025 Q2 2025 |
76,396
shares
|
$1.97 Million
0.83% of portfolio
|
Q2 2025
Added 18.91%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
74,956
shares
|
$1.93 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Whelan Financial
|
Jul 21, 2025 Q2 2025 |
72,648
shares
|
$1.87 Million
0.67% of portfolio
|
Q2 2025
Reduced 0.27%
|