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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,401,590
shares
|
$38.8 Million
1.49% of portfolio
|
Q2 2025
Added 10.1%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
1,378,321
shares
|
$38.2 Million
5.54% of portfolio
|
Q2 2025
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,313,951
shares
|
$36.4 Million
2.78% of portfolio
|
Q2 2023
Added 1.99%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
1,311,482
shares
|
$36.3 Million
3.06% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
1,273,785
shares
|
$35.3 Million
3.63% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Jul 21, 2025 Q2 2025 |
1,222,162
shares
|
$33.9 Million
5.81% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,213,909
shares
|
$33.6 Million
0.02% of portfolio
|
Q2 2025
Added 23.24%
|
|
|
Mokosak Advisory Group, LLC
|
Jul 17, 2025 Q2 2025 |
1,173,734
shares
|
$32.5 Million
8.4% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
1,144,969
shares
|
$31.7 Million
1.16% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Golden Reserve Retirement LLC
Dublin, OH |
Jul 23, 2025 Q2 2025 |
1,144,529
shares
|
$31.7 Million
9.29% of portfolio
|
Q2 2025
Added 13.09%
|
|
|
Legacy Wealth Management, Inc
|
Jul 17, 2025 Q2 2025 |
1,129,803
shares
|
$31.3 Million
1.78% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,109,465
shares
|
$30.7 Million
0.05% of portfolio
|
Q2 2025
Added 11.98%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
1,030,250
shares
|
$28.5 Million
2.61% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
1,002,784
shares
|
$27.8 Million
0.81% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
997,761
shares
|
$27.6 Million
0.05% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jul 14, 2025 Q2 2025 |
982,950
shares
|
$27.2 Million
3.62% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
964,881
shares
|
$26.7 Million
0.06% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
962,531
shares
|
$26.7 Million
5.95% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
938,079
shares
|
$26 Million
0.01% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
925,623
shares
|
$25.6 Million
0.0% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Forth Right Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
916,117
shares
|
$25.4 Million
7.39% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
862,366
shares
|
$23.9 Million
4.85% of portfolio
|
Q2 2025
Added 17.73%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
827,634
shares
|
$22.9 Million
0.35% of portfolio
|
Q2 2025
Added 311.52%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
818,622
shares
|
$22.7 Million
0.22% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
814,902
shares
|
$22.6 Million
6.75% of portfolio
|
Q2 2025
Added 23.54%
|