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 |
|---|---|---|---|---|---|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
81,031
shares
|
$2.12 Million
0.69% of portfolio
|
Q2 2025
Added 8.22%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
81,030
shares
|
$2.12 Million
0.02% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
80,443
shares
|
$2.11 Million
0.24% of portfolio
|
Q1 2025
Reduced 12.67%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
79,440
shares
|
$2.08 Million
0.26% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jul 16, 2025 Q2 2025 |
79,017
shares
|
$2.07 Million
0.51% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
78,887
shares
|
$2.07 Million
0.03% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
78,714
shares
|
$2.06 Million
1.21% of portfolio
|
Q1 2023
Added 0.26%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
78,142
shares
|
$2.05 Million
0.33% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Von Berge Wealth Management Group, LLC
|
Jul 24, 2025 Q2 2025 |
77,875
shares
|
$2.04 Million
1.14% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
77,415
shares
|
$2.03 Million
0.25% of portfolio
|
Q2 2025
Added 12.6%
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
77,293
shares
|
$2.03 Million
0.68% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
77,102
shares
|
$2.02 Million
0.83% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
74,956
shares
|
$1.96 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
74,443
shares
|
$1.95 Million
0.03% of portfolio
|
Q1 2025
Added 223.76%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
73,800
shares
|
$1.93 Million
0.1% of portfolio
|
Q1 2025
Reduced 16.11%
|
|
|
Whelan Financial
|
Jul 21, 2025 Q2 2025 |
72,648
shares
|
$1.9 Million
0.67% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
72,640
shares
|
$1.9 Million
0.21% of portfolio
|
Q2 2025
Reduced 24.36%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
72,387
shares
|
$1.9 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
72,180
shares
|
$1.89 Million
0.29% of portfolio
|
Q4 2022
Reduced 31.93%
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
72,068
shares
|
$1.89 Million
0.4% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
71,903
shares
|
$1.88 Million
0.13% of portfolio
|
Q1 2023
Reduced 1.85%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
71,844
shares
|
$1.88 Million
0.04% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
71,674
shares
|
$1.88 Million
0.12% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
71,510
shares
|
$1.87 Million
0.07% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
71,096
shares
|
$1.86 Million
2.29% of portfolio
|
Q2 2022
Reduced 2.24%
|