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 1,339 institutions that hold shares in the stock, with a total of 266 Million shares, which have been reported (via 13F filing form) to have a value of $7.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
78,714
shares
|
$2.16 Million
1.21% of portfolio
|
Q1 2023
Added 0.26%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
78,069
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2025
Added 48.32%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
78,049
shares
|
$2.14 Million
0.09% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Jan 21, 2026 Q4 2025 |
77,800
shares
|
$2.13 Million
0.83% of portfolio
|
Q4 2025
Reduced 3.65%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
77,143
shares
|
$2.12 Million
0.06% of portfolio
|
Q3 2025
Reduced 9.3%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
76,676
shares
|
$2.1 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
76,058
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 28.2%
|
|
|
Compass Advisory Group LLC
|
Jan 21, 2026 Q4 2025 |
75,538
shares
|
$2.07 Million
0.65% of portfolio
|
Q4 2025
Reduced 0.48%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
75,482
shares
|
$2.07 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
75,141
shares
|
$2.06 Million
0.36% of portfolio
|
Q3 2025
Added 12.21%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 12, 2026 Q4 2025 |
75,030
shares
|
$2.06 Million
0.48% of portfolio
|
Q4 2025
Reduced 3.12%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
74,311
shares
|
$2.04 Million
0.2% of portfolio
|
Q3 2025
Added 11.44%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
72,841
shares
|
$2 Million
0.11% of portfolio
|
Q4 2025
Added 2.55%
|
|
|
Whelan Financial
|
Oct 29, 2025 Q3 2025 |
72,673
shares
|
$1.99 Million
0.64% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
Nov 14, 2025 Q3 2025 |
72,584
shares
|
$1.99 Million
1.74% of portfolio
|
Q3 2025
Added 63.05%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
72,180
shares
|
$1.98 Million
0.29% of portfolio
|
Q4 2022
Reduced 31.93%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
71,903
shares
|
$1.97 Million
0.13% of portfolio
|
Q1 2023
Reduced 1.85%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
71,534
shares
|
$1.96 Million
0.24% of portfolio
|
Q4 2025
Reduced 2.07%
|
|
|
Sws Partners
|
Jan 16, 2026 Q4 2025 |
71,434
shares
|
$1.96 Million
0.37% of portfolio
|
Q4 2025
Reduced 0.49%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
71,399
shares
|
$1.96 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
71,208
shares
|
$1.95 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
71,096
shares
|
$1.95 Million
2.29% of portfolio
|
Q2 2022
Reduced 2.24%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
70,467
shares
|
$1.93 Million
0.18% of portfolio
|
Q4 2025
Reduced 9.22%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
70,203
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2025
Added 14.58%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Jan 27, 2026 Q4 2025 |
69,922
shares
|
$1.92 Million
0.3% of portfolio
|
Q4 2025
Added 6.01%
|
|