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 |
|---|---|---|---|---|---|
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
51,260
shares
|
$1.34 Million
0.97% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
50,678
shares
|
$1.33 Million
0.02% of portfolio
|
Q4 2024
Added 92.96%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
50,564
shares
|
$1.32 Million
0.27% of portfolio
|
Q2 2024
Reduced 3.72%
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
50,368
shares
|
$1.32 Million
0.65% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
50,356
shares
|
$1.32 Million
0.97% of portfolio
|
Q2 2025
Reduced 80.25%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
May 05, 2025 Q1 2025 |
49,827
shares
|
$1.31 Million
1.29% of portfolio
|
Q1 2025
Added 10.72%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
49,528
shares
|
$1.3 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
49,378
shares
|
$1.29 Million
0.22% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
49,320
shares
|
$1.29 Million
0.76% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
49,258
shares
|
$1.29 Million
0.5% of portfolio
|
Q1 2025
Reduced 11.63%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
49,078
shares
|
$1.29 Million
0.03% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
49,035
shares
|
$1.28 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Bck Partners, Inc.
|
Apr 25, 2025 Q1 2025 |
48,990
shares
|
$1.28 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
48,916
shares
|
$1.28 Million
1.04% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
48,838
shares
|
$1.28 Million
0.33% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Jul 21, 2025 Q2 2025 |
48,640
shares
|
$1.27 Million
0.4% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
48,362
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 38.68%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
48,269
shares
|
$1.26 Million
0.04% of portfolio
|
Q1 2025
Added 6.35%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
48,223
shares
|
$1.26 Million
0.16% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
48,071
shares
|
$1.26 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
47,945
shares
|
$1.26 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
47,856
shares
|
$1.25 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
46,902
shares
|
$1.23 Million
0.19% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
46,681
shares
|
$1.22 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
46,628
shares
|
$1.22 Million
0.91% of portfolio
|
Q2 2025
Reduced 2.68%
|