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 |
|---|---|---|---|---|---|
|
Bnc Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
57,125
shares
|
$1.58 Million
0.46% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
56,873
shares
|
$1.58 Million
0.04% of portfolio
|
Q2 2025
Added 6.7%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
56,138
shares
|
$1.56 Million
0.95% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
55,772
shares
|
$1.54 Million
0.38% of portfolio
|
Q2 2025
Reduced 13.24%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
55,574
shares
|
$1.54 Million
0.85% of portfolio
|
Q1 2025
Added 8.62%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
55,375
shares
|
$1.53 Million
0.47% of portfolio
|
Q4 2024
Reduced 9.1%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
55,290
shares
|
$1.53 Million
0.03% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
55,146
shares
|
$1.53 Million
0.51% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
55,000
shares
|
$1.52 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
54,933
shares
|
$1.52 Million
0.09% of portfolio
|
Q2 2025
Reduced 11.97%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
54,830
shares
|
$1.52 Million
0.03% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Jul 28, 2025 Q2 2025 |
54,385
shares
|
$1.51 Million
1.32% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
54,336
shares
|
$1.51 Million
0.12% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
54,295
shares
|
$1.5 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
54,003
shares
|
$1.5 Million
1.47% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Mendel Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
53,884
shares
|
$1.49 Million
0.79% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
53,794
shares
|
$1.49 Million
0.04% of portfolio
|
Q4 2023
Reduced 0.07%
|
|
|
Summit Place Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
53,675
shares
|
$1.49 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
53,519
shares
|
$1.48 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
53,170
shares
|
$1.47 Million
0.04% of portfolio
|
Q2 2025
Reduced 20.95%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
53,160
shares
|
$1.47 Million
0.32% of portfolio
|
Q2 2025
Added 10.11%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Aug 12, 2025 Q2 2025 |
53,065
shares
|
$1.47 Million
0.99% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
52,976
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Added 9.54%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
52,636
shares
|
$1.46 Million
0.01% of portfolio
|
Q2 2025
Added 274.21%
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
52,231
shares
|
$1.45 Million
1.09% of portfolio
|
Q2 2025
Reduced 1.6%
|