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 |
|---|---|---|---|---|---|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
64,890
shares
|
$1.8 Million
1.38% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Ltg Capital LLC
|
Aug 05, 2025 Q2 2025 |
64,885
shares
|
$1.8 Million
1.51% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
64,794
shares
|
$1.79 Million
0.54% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
64,644
shares
|
$1.79 Million
0.18% of portfolio
|
Q2 2025
Reduced 19.64%
|
|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
64,574
shares
|
$1.79 Million
0.03% of portfolio
|
Q2 2025
Added 323.02%
|
|
|
Oakwell Private Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
64,253
shares
|
$1.78 Million
0.37% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
63,901
shares
|
$1.77 Million
0.28% of portfolio
|
Q2 2025
Added 278.58%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
63,810
shares
|
$1.77 Million
1.04% of portfolio
|
Q1 2023
Added 0.11%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
63,775
shares
|
$1.77 Million
0.32% of portfolio
|
Q2 2025
Added 20.7%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
63,477
shares
|
$1.76 Million
0.27% of portfolio
|
Q2 2025
Reduced 11.41%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
63,455
shares
|
$1.76 Million
0.04% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jul 29, 2025 Q2 2025 |
62,833
shares
|
$1.74 Million
0.3% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
62,047
shares
|
$1.72 Million
0.29% of portfolio
|
Q2 2025
Reduced 8.05%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
61,768
shares
|
$1.71 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
61,349
shares
|
$1.7 Million
0.21% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
61,271
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2025
Added 18.86%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
61,085
shares
|
$1.69 Million
0.2% of portfolio
|
Q2 2025
Added 12.34%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
60,966
shares
|
$1.69 Million
0.53% of portfolio
|
Q2 2025
Added 36.77%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
59,973
shares
|
$1.66 Million
0.06% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
59,781
shares
|
$1.66 Million
0.28% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
59,777
shares
|
$1.66 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Greenhouse Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
59,455
shares
|
$1.65 Million
0.97% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
Aug 12, 2025 Q2 2025 |
58,701
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2025
Added 174.66%
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
58,580
shares
|
$1.62 Million
0.81% of portfolio
|
Q2 2025
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
57,608
shares
|
$1.6 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.86%
|