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 |
|---|---|---|---|---|---|
|
Whelan Financial
|
Jul 21, 2025 Q2 2025 |
72,648
shares
|
$2.01 Million
0.67% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
72,640
shares
|
$2.01 Million
0.21% of portfolio
|
Q2 2025
Reduced 24.36%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
72,180
shares
|
$2 Million
0.29% of portfolio
|
Q4 2022
Reduced 31.93%
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
72,068
shares
|
$2 Million
0.4% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
71,903
shares
|
$1.99 Million
0.13% of portfolio
|
Q1 2023
Reduced 1.85%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
71,674
shares
|
$1.99 Million
0.12% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
71,510
shares
|
$1.98 Million
0.07% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
71,225
shares
|
$1.97 Million
0.25% of portfolio
|
Q2 2025
Reduced 38.62%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
71,096
shares
|
$1.97 Million
2.29% of portfolio
|
Q2 2022
Reduced 2.24%
|
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
71,014
shares
|
$1.97 Million
0.51% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
70,851
shares
|
$1.96 Million
0.12% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
69,085
shares
|
$1.91 Million
0.06% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
68,991
shares
|
$1.91 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.49%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
68,694
shares
|
$1.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
68,651
shares
|
$1.9 Million
0.2% of portfolio
|
Q2 2025
Added 42.36%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
67,948
shares
|
$1.88 Million
0.28% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
67,618
shares
|
$1.87 Million
0.04% of portfolio
|
Q2 2025
Added 135.34%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
67,228
shares
|
$1.86 Million
2.4% of portfolio
|
Q4 2024
Added 95.03%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
66,994
shares
|
$1.86 Million
0.04% of portfolio
|
Q2 2025
Added 15.73%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
66,967
shares
|
$1.85 Million
0.3% of portfolio
|
Q2 2025
Reduced 41.08%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
66,685
shares
|
$1.85 Million
0.18% of portfolio
|
Q1 2025
Added 9.27%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
66,620
shares
|
$1.85 Million
0.17% of portfolio
|
Q2 2025
Added 28.19%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
65,833
shares
|
$1.82 Million
1.02% of portfolio
|
Q2 2025
Added 11.6%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
65,666
shares
|
$1.82 Million
1.21% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
65,242
shares
|
$1.81 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.66%
|