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 1,300 institutions that hold shares in the stock, with a total of 258 Million shares, which have been reported (via 13F filing form) to have a value of $7.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,479,664
shares
|
$41.4 Million
1.56% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
1,425,037
shares
|
$39.9 Million
5.62% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
1,350,769
shares
|
$37.8 Million
0.35% of portfolio
|
Q3 2025
Added 151.5%
|
|
|
Golden Reserve Retirement LLC
Dublin, OH |
Nov 03, 2025 Q3 2025 |
1,334,794
shares
|
$37.3 Million
9.67% of portfolio
|
Q3 2025
Added 16.62%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,330,351
shares
|
$37.2 Million
0.03% of portfolio
|
Q3 2025
Added 9.59%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
1,319,841
shares
|
$36.9 Million
3.09% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,313,951
shares
|
$36.8 Million
2.78% of portfolio
|
Q2 2023
Added 1.99%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
1,273,785
shares
|
$35.6 Million
3.63% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Nov 03, 2025 Q3 2025 |
1,206,558
shares
|
$33.8 Million
5.8% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Mokosak Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
1,187,656
shares
|
$33.2 Million
8.67% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
1,144,969
shares
|
$32 Million
1.16% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,109,465
shares
|
$31 Million
0.05% of portfolio
|
Q2 2025
Added 11.98%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
998,798
shares
|
$27.9 Million
2.59% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
997,761
shares
|
$27.9 Million
0.05% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
984,833
shares
|
$27.6 Million
3.72% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
976,436
shares
|
$27.3 Million
6.01% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
964,881
shares
|
$27 Million
0.06% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
962,142
shares
|
$26.9 Million
0.81% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Forth Right Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
941,457
shares
|
$26.3 Million
7.78% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
938,079
shares
|
$26.2 Million
0.01% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
925,623
shares
|
$25.9 Million
0.0% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
918,203
shares
|
$25.7 Million
5.07% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Legacy Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
890,688
shares
|
$24.9 Million
1.46% of portfolio
|
Q3 2025
Reduced 21.16%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
827,667
shares
|
$23.2 Million
0.37% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Joule Financial, LLC
|
Nov 03, 2025 Q3 2025 |
827,440
shares
|
$23.2 Million
6.95% of portfolio
|
Q3 2025
Added 1.54%
|