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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
68,471
shares
|
$1.88 Million
0.05% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jan 29, 2026 Q4 2025 |
68,185
shares
|
$1.87 Million
0.05% of portfolio
|
Q4 2025
Added 1.15%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
67,228
shares
|
$1.84 Million
2.4% of portfolio
|
Q4 2024
Added 95.03%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
67,172
shares
|
$1.84 Million
0.03% of portfolio
|
Q4 2025
Added 2.73%
|
|
|
Oakwell Private Wealth Management, LLC
|
Jan 30, 2026 Q4 2025 |
66,877
shares
|
$1.83 Million
0.36% of portfolio
|
Q4 2025
Added 4.08%
|
|
|
Moller Financial Services
|
Jan 08, 2026 Q4 2025 |
66,703
shares
|
$1.83 Million
0.39% of portfolio
|
Q4 2025
Reduced 0.49%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
65,986
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jan 20, 2026 Q4 2025 |
65,695
shares
|
$1.8 Million
1.52% of portfolio
|
Q4 2025
Reduced 0.44%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
65,666
shares
|
$1.8 Million
1.21% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
65,522
shares
|
$1.8 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Ltg Capital LLC
|
Dec 01, 2025 Q3 2025 |
64,889
shares
|
$1.78 Million
1.54% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
64,838
shares
|
$1.78 Million
0.22% of portfolio
|
Q3 2025
Added 6.14%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jan 26, 2026 Q4 2025 |
64,558
shares
|
$1.77 Million
0.28% of portfolio
|
Q4 2025
Added 0.92%
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
64,350
shares
|
$1.77 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Warwick Investment Management, Inc.
|
Jan 15, 2026 Q4 2025 |
64,336
shares
|
$1.76 Million
0.27% of portfolio
|
Q4 2025
Added 0.61%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
63,810
shares
|
$1.75 Million
1.04% of portfolio
|
Q1 2023
Added 0.11%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
63,477
shares
|
$1.74 Million
0.27% of portfolio
|
Q2 2025
Reduced 11.41%
|
|
|
Lvw Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
63,285
shares
|
$1.74 Million
0.19% of portfolio
|
Q4 2025
Reduced 5.2%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
63,183
shares
|
$1.73 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Financial Advisors, LLC
Andover, MA |
Nov 07, 2025 Q3 2025 |
62,857
shares
|
$1.72 Million
0.31% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
62,423
shares
|
$1.71 Million
0.16% of portfolio
|
Q3 2025
Reduced 6.3%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 26, 2026 Q4 2025 |
62,295
shares
|
$1.71 Million
0.57% of portfolio
|
Q4 2025
Reduced 13.5%
|
|
|
Duncker Streett & CO Inc
|
Jan 27, 2026 Q4 2025 |
61,999
shares
|
$1.7 Million
0.3% of portfolio
|
Q4 2025
Reduced 0.11%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
61,097
shares
|
$1.68 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.09%
|
|