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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
49,602
shares
|
$1.36 Million
0.03% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
49,394
shares
|
$1.35 Million
0.08% of portfolio
|
Q3 2025
Added 44.63%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Nov 03, 2025 Q3 2025 |
49,198
shares
|
$1.35 Million
0.33% of portfolio
|
Q2 2025
Added 13.03%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
48,951
shares
|
$1.34 Million
0.23% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
48,920
shares
|
$1.34 Million
0.65% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
48,813
shares
|
$1.34 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
48,717
shares
|
$1.34 Million
0.01% of portfolio
|
Q4 2025
Added 43.48%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
48,568
shares
|
$1.33 Million
0.03% of portfolio
|
Q2 2025
Added 121.55%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
48,473
shares
|
$1.33 Million
0.04% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
48,447
shares
|
$1.33 Million
0.18% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
48,289
shares
|
$1.32 Million
0.27% of portfolio
|
Q4 2025
Reduced 1.73%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jan 26, 2026 Q4 2025 |
48,109
shares
|
$1.32 Million
0.24% of portfolio
|
Q4 2025
Added 0.53%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
47,881
shares
|
$1.31 Million
0.05% of portfolio
|
Q4 2025
Reduced 26.4%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
47,813
shares
|
$1.31 Million
0.22% of portfolio
|
Q3 2025
Added 15.47%
|
|
|
Bck Partners, Inc.
|
Jan 28, 2026 Q4 2025 |
47,745
shares
|
$1.31 Million
0.72% of portfolio
|
Q4 2025
Reduced 0.88%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
47,247
shares
|
$1.3 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
46,594
shares
|
$1.28 Million
0.42% of portfolio
|
Q3 2025
Reduced 12.94%
|
|
|
Planned Solutions, Inc.
|
Jan 27, 2026 Q4 2025 |
46,496
shares
|
$1.28 Million
0.47% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Sheets Smith Wealth Management
|
Jan 20, 2026 Q4 2025 |
46,475
shares
|
$1.27 Million
0.15% of portfolio
|
Q4 2025
Added 6.81%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
46,141
shares
|
$1.27 Million
0.12% of portfolio
|
Q4 2025
Added 0.55%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
46,004
shares
|
$1.26 Million
0.1% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 21, 2026 Q4 2025 |
45,949
shares
|
$1.26 Million
0.08% of portfolio
|
Q4 2025
Reduced 0.76%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
45,878
shares
|
$1.26 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
45,668
shares
|
$1.25 Million
0.44% of portfolio
|
Q3 2022
Reduced 5.69%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
45,340
shares
|
$1.24 Million
0.38% of portfolio
|
Q3 2025
Added 0.02%
|
|