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 1,337 institutions that hold shares in the stock, with a total of 262 Million shares, which have been reported (via 13F filing form) to have a value of $7.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
60,935
shares
|
$1.67 Million
0.18% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2026 Q4 2025 |
60,371
shares
|
$1.66 Million
0.5% of portfolio
|
Q4 2025
Reduced 1.03%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jan 29, 2026 Q4 2025 |
60,338
shares
|
$1.66 Million
0.02% of portfolio
|
Q4 2025
Added 10.9%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
59,959
shares
|
$1.64 Million
0.04% of portfolio
|
Q3 2025
Reduced 11.33%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
59,363
shares
|
$1.63 Million
0.08% of portfolio
|
Q3 2025
Added 494.94%
|
|
|
Wj Financial Advisors LLC
Killingworth, CT |
Nov 06, 2025 Q3 2025 |
59,301
shares
|
$1.63 Million
1.61% of portfolio
|
Q3 2025
New holding
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Jan 28, 2026 Q4 2025 |
59,091
shares
|
$1.62 Million
1.02% of portfolio
|
Q4 2025
Added 6.92%
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
58,580
shares
|
$1.61 Million
0.81% of portfolio
|
Q2 2025
New holding
|
|
|
Spinnaker Investment Group, LLC
|
Jan 12, 2026 Q4 2025 |
58,161
shares
|
$1.6 Million
0.32% of portfolio
|
Q4 2025
Reduced 1.15%
|
|
|
Cra Financial Services, LLC
|
Jan 15, 2026 Q4 2025 |
57,867
shares
|
$1.59 Million
0.23% of portfolio
|
Q4 2025
Reduced 12.96%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 15, 2026 Q4 2025 |
57,743
shares
|
$1.58 Million
0.77% of portfolio
|
Q4 2025
Reduced 0.39%
|
|
|
Greenhouse Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
57,267
shares
|
$1.57 Million
0.94% of portfolio
|
Q4 2025
Added 0.16%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 26, 2026 Q4 2025 |
56,906
shares
|
$1.56 Million
0.35% of portfolio
|
Q4 2025
Added 5.59%
|
|
|
Krilogy Financial LLC
|
Jan 27, 2026 Q4 2025 |
56,881
shares
|
$1.56 Million
0.06% of portfolio
|
Q4 2025
Reduced 0.25%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
56,708
shares
|
$1.56 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
56,501
shares
|
$1.55 Million
0.03% of portfolio
|
Q4 2025
Added 21.32%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
55,772
shares
|
$1.53 Million
0.39% of portfolio
|
Q2 2025
Reduced 13.24%
|
|
|
Mendel Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
55,621
shares
|
$1.53 Million
0.83% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
55,574
shares
|
$1.52 Million
0.85% of portfolio
|
Q1 2025
Added 8.62%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
55,375
shares
|
$1.52 Million
0.47% of portfolio
|
Q4 2024
Reduced 9.1%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
55,000
shares
|
$1.51 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Jan 21, 2026 Q4 2025 |
54,861
shares
|
$1.5 Million
1.33% of portfolio
|
Q4 2025
Added 2.47%
|
|
|
Cambridge Advisors Inc.
|
Jan 21, 2026 Q4 2025 |
54,289
shares
|
$1.49 Million
0.3% of portfolio
|
Q4 2025
Reduced 0.26%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
54,026
shares
|
$1.48 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
54,003
shares
|
$1.48 Million
1.47% of portfolio
|
Q3 2024
Reduced 0.01%
|
|