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 |
|---|---|---|---|---|---|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Aug 07, 2025 Q2 2025 |
42,981
shares
|
$1.19 Million
0.36% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
42,870
shares
|
$1.19 Million
0.05% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jul 09, 2025 Q2 2025 |
42,746
shares
|
$1.18 Million
0.78% of portfolio
|
Q2 2025
Reduced 28.33%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
42,601
shares
|
$1.18 Million
0.04% of portfolio
|
Q2 2025
Reduced 13.12%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
42,316
shares
|
$1.17 Million
0.05% of portfolio
|
Q2 2025
Added 10.03%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
42,120
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2025
Added 10.46%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
42,119
shares
|
$1.17 Million
0.19% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Jul 16, 2025 Q2 2025 |
41,902
shares
|
$1.16 Million
1.05% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
41,646
shares
|
$1.15 Million
0.17% of portfolio
|
Q3 2022
Reduced 4.84%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
41,407
shares
|
$1.15 Million
0.2% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
Econ Financial Services Corp
|
Aug 04, 2025 Q2 2025 |
41,398
shares
|
$1.15 Million
0.58% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
41,327
shares
|
$1.14 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
40,824
shares
|
$1.13 Million
0.27% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Aug 14, 2025 Q2 2025 |
40,803
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 93.61%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Aug 08, 2025 Q2 2025 |
40,770
shares
|
$1.13 Million
1.79% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Smithbridge Asset Management Inc
|
Jul 29, 2025 Q2 2025 |
40,645
shares
|
$1.13 Million
0.18% of portfolio
|
Q2 2025
Reduced 61.36%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
40,453
shares
|
$1.12 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Stark Wealth Management LLC
Bethlehem, PA |
Aug 28, 2025 Q2 2025 |
40,194
shares
|
$1.11 Million
1.27% of portfolio
|
Q2 2025
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
40,190
shares
|
$1.11 Million
0.11% of portfolio
|
Q2 2025
Added 295.49%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
40,119
shares
|
$1.11 Million
0.17% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
40,005
shares
|
$1.11 Million
0.04% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
39,620
shares
|
$1.1 Million
1.03% of portfolio
|
Q4 2023
Reduced 6.36%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
39,536
shares
|
$1.1 Million
1.11% of portfolio
|
Q4 2023
Added 1.59%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
39,442
shares
|
$1.09 Million
0.28% of portfolio
|
Q2 2025
Reduced 43.0%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
38,915
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.07%
|