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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
53,794
shares
|
$1.48 Million
0.04% of portfolio
|
Q4 2023
Reduced 0.07%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
53,675
shares
|
$1.47 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
53,204
shares
|
$1.46 Million
0.03% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 13, 2026 Q4 2025 |
53,121
shares
|
$1.46 Million
0.21% of portfolio
|
Q4 2025
Added 91.14%
|
|
|
Hc Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
52,815
shares
|
$1.45 Million
1.09% of portfolio
|
Q3 2025
Reduced 48.3%
|
|
|
Jm2 Capital Inc.
Edmond, OK |
Jan 23, 2026 Q4 2025 |
52,602
shares
|
$1.44 Million
1.2% of portfolio
|
Q4 2025
New holding
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 07, 2026 Q4 2025 |
52,425
shares
|
$1.44 Million
0.79% of portfolio
|
Q4 2025
Reduced 6.76%
|
|
|
Seek First Inc.
Campbell, CA |
Jan 30, 2026 Q4 2025 |
52,189
shares
|
$1.43 Million
1.02% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jan 28, 2026 Q4 2025 |
52,155
shares
|
$1.43 Million
0.09% of portfolio
|
Q4 2025
Added 78.47%
|
|
|
Blossom Wealth Management
|
Jan 16, 2026 Q4 2025 |
51,947
shares
|
$1.42 Million
2.36% of portfolio
|
Q4 2025
Reduced 2.17%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
51,896
shares
|
$1.42 Million
0.02% of portfolio
|
Q4 2025
Added 5.78%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
51,850
shares
|
$1.42 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Bnc Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
51,299
shares
|
$1.41 Million
0.4% of portfolio
|
Q3 2025
Reduced 10.2%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
51,005
shares
|
$1.4 Million
1.39% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
50,962
shares
|
$1.4 Million
0.05% of portfolio
|
Q4 2025
Added 10.35%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
50,959
shares
|
$1.4 Million
0.99% of portfolio
|
Q3 2025
Added 9.29%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
50,678
shares
|
$1.39 Million
0.01% of portfolio
|
Q4 2024
Added 92.96%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
50,591
shares
|
$1.39 Million
0.05% of portfolio
|
Q4 2025
Reduced 7.66%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
50,564
shares
|
$1.39 Million
0.27% of portfolio
|
Q2 2024
Reduced 3.72%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jan 28, 2026 Q4 2025 |
50,389
shares
|
$1.38 Million
0.03% of portfolio
|
Q4 2025
Reduced 8.98%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
50,093
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2025
Added 10.09%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
49,962
shares
|
$1.37 Million
0.49% of portfolio
|
Q4 2025
Reduced 0.23%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
49,755
shares
|
$1.36 Million
0.87% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
49,690
shares
|
$1.36 Million
0.02% of portfolio
|
Q4 2025
Added 2.11%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 08, 2026 Q4 2025 |
49,686
shares
|
$1.36 Million
0.72% of portfolio
|
Q4 2025
Reduced 0.04%
|
|