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 |
|---|---|---|---|---|---|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
71,014
shares
|
$1.86 Million
0.51% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
70,024
shares
|
$1.83 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
69,313
shares
|
$1.82 Million
0.05% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
68,991
shares
|
$1.81 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.49%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
68,533
shares
|
$1.8 Million
0.06% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
67,948
shares
|
$1.78 Million
0.28% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
67,476
shares
|
$1.77 Million
0.32% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
67,425
shares
|
$1.77 Million
0.05% of portfolio
|
Q4 2024
Added 109.63%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
67,228
shares
|
$1.76 Million
2.4% of portfolio
|
Q4 2024
Added 95.03%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
66,967
shares
|
$1.75 Million
0.3% of portfolio
|
Q2 2025
Reduced 41.08%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
66,928
shares
|
$1.75 Million
0.02% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
66,737
shares
|
$1.75 Million
0.24% of portfolio
|
Q1 2025
Reduced 84.16%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
66,730
shares
|
$1.75 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
66,685
shares
|
$1.75 Million
0.18% of portfolio
|
Q1 2025
Added 9.27%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
66,609
shares
|
$1.75 Million
0.16% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
65,913
shares
|
$1.73 Million
0.13% of portfolio
|
Q1 2025
Added 610.65%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
65,666
shares
|
$1.72 Million
1.21% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
65,242
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.66%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
64,890
shares
|
$1.7 Million
1.38% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
64,282
shares
|
$1.68 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Compass Advisory Group LLC
|
May 13, 2025 Q1 2025 |
64,245
shares
|
$1.68 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Ltg Capital LLC
|
Apr 30, 2025 Q1 2025 |
64,059
shares
|
$1.68 Million
1.47% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Oakwell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
64,045
shares
|
$1.68 Million
0.41% of portfolio
|
Q4 2024
Added 99.9%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
63,810
shares
|
$1.67 Million
1.04% of portfolio
|
Q1 2023
Added 0.11%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
63,775
shares
|
$1.67 Million
0.32% of portfolio
|
Q2 2025
Added 20.7%
|