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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
51,418
shares
|
$1.42 Million
0.03% of portfolio
|
Q2 2025
Reduced 23.74%
|
|
|
Blossom Wealth Management
|
Jul 16, 2025 Q2 2025 |
51,388
shares
|
$1.42 Million
2.31% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
50,874
shares
|
$1.41 Million
0.56% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
50,812
shares
|
$1.41 Million
0.09% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Aug 11, 2025 Q2 2025 |
50,777
shares
|
$1.41 Million
1.37% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
50,678
shares
|
$1.4 Million
0.01% of portfolio
|
Q4 2024
Added 92.96%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
50,564
shares
|
$1.4 Million
0.27% of portfolio
|
Q2 2024
Reduced 3.72%
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
50,404
shares
|
$1.4 Million
0.49% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
50,356
shares
|
$1.39 Million
0.97% of portfolio
|
Q2 2025
Reduced 80.25%
|
|
|
Cooper/Haims Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
50,352
shares
|
$1.39 Million
0.64% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
49,756
shares
|
$1.38 Million
0.02% of portfolio
|
Q2 2025
Added 118.62%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
49,729
shares
|
$1.38 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
49,528
shares
|
$1.37 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
49,320
shares
|
$1.37 Million
0.76% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
49,198
shares
|
$1.36 Million
0.32% of portfolio
|
Q2 2025
Added 13.03%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
49,078
shares
|
$1.36 Million
0.03% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
49,027
shares
|
$1.36 Million
0.92% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
48,914
shares
|
$1.35 Million
0.21% of portfolio
|
Q2 2025
Reduced 22.21%
|
|
|
Bck Partners, Inc.
|
Jul 30, 2025 Q2 2025 |
48,640
shares
|
$1.35 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Jul 21, 2025 Q2 2025 |
48,640
shares
|
$1.35 Million
0.4% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
48,568
shares
|
$1.35 Million
0.03% of portfolio
|
Q2 2025
Added 121.55%
|
|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
48,232
shares
|
$1.34 Million
0.18% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
48,071
shares
|
$1.33 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
48,002
shares
|
$1.33 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
47,955
shares
|
$1.33 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.81%
|