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 |
|---|---|---|---|---|---|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
47,945
shares
|
$1.33 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
47,856
shares
|
$1.33 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
47,817
shares
|
$1.32 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
46,681
shares
|
$1.29 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
|
$1.29 Million
0.91% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Planned Solutions, Inc.
|
Jul 29, 2025 Q2 2025 |
46,536
shares
|
$1.29 Million
0.5% of portfolio
|
Q2 2025
Reduced 17.29%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
46,003
shares
|
$1.27 Million
0.1% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
45,763
shares
|
$1.27 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.78%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
45,668
shares
|
$1.27 Million
0.44% of portfolio
|
Q3 2022
Reduced 5.69%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
45,501
shares
|
$1.26 Million
0.02% of portfolio
|
Q2 2025
Added 37.62%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 07, 2025 Q2 2025 |
45,332
shares
|
$1.26 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
45,261
shares
|
$1.25 Million
0.83% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
45,021
shares
|
$1.25 Million
0.07% of portfolio
|
Q4 2023
Added 14.84%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
44,843
shares
|
$1.24 Million
0.61% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
44,749
shares
|
$1.24 Million
0.41% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
44,570
shares
|
$1.23 Million
0.31% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
Aug 28, 2025 Q2 2025 |
44,517
shares
|
$1.23 Million
1.06% of portfolio
|
Q2 2025
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
44,290
shares
|
$1.23 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
44,045
shares
|
$1.22 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Wisconsin Capital Management LLC
|
Aug 07, 2025 Q2 2025 |
44,000
shares
|
$1.22 Million
0.63% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
43,871
shares
|
$1.22 Million
0.21% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
43,843
shares
|
$1.21 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
43,502
shares
|
$1.21 Million
0.33% of portfolio
|
Q2 2025
Added 8.45%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
43,102
shares
|
$1.19 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
43,037
shares
|
$1.19 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.46%
|