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 1,273 institutions that hold shares in the stock, with a total of 251 Million shares, which have been reported (via 13F filing form) to have a value of $6.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
55,333
shares
|
$1.45 Million
0.29% of portfolio
|
Q1 2025
Added 18.51%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
55,290
shares
|
$1.45 Million
0.03% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
55,000
shares
|
$1.44 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
54,933
shares
|
$1.44 Million
0.09% of portfolio
|
Q2 2025
Reduced 11.97%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
May 14, 2025 Q1 2025 |
54,690
shares
|
$1.43 Million
1.36% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
54,377
shares
|
$1.42 Million
0.18% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
54,336
shares
|
$1.42 Million
0.12% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
54,295
shares
|
$1.42 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Ironwood Wealth Management, Llc.
|
Apr 25, 2025 Q1 2025 |
54,218
shares
|
$1.42 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
54,141
shares
|
$1.42 Million
0.03% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
54,003
shares
|
$1.41 Million
1.47% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
53,794
shares
|
$1.41 Million
0.04% of portfolio
|
Q4 2023
Reduced 0.07%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
53,781
shares
|
$1.41 Million
0.28% of portfolio
|
Q1 2025
Added 80.18%
|
|
|
Summit Place Financial Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
53,750
shares
|
$1.41 Million
0.76% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
53,519
shares
|
$1.4 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
53,303
shares
|
$1.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
53,170
shares
|
$1.39 Million
0.04% of portfolio
|
Q2 2025
Reduced 20.95%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
53,160
shares
|
$1.39 Million
0.32% of portfolio
|
Q2 2025
Added 10.11%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
52,798
shares
|
$1.38 Million
0.52% of portfolio
|
Q4 2024
Added 96.07%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
52,374
shares
|
$1.37 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
52,350
shares
|
$1.37 Million
0.16% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
52,231
shares
|
$1.37 Million
1.09% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
51,971
shares
|
$1.36 Million
0.14% of portfolio
|
Q1 2025
Added 12.19%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
51,709
shares
|
$1.35 Million
0.11% of portfolio
|
Q4 2024
Added 109.27%
|
|
|
Blossom Wealth Management
|
Jul 16, 2025 Q2 2025 |
51,388
shares
|
$1.35 Million
2.31% of portfolio
|
Q2 2025
Added 4.72%
|