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 |
|---|---|---|---|---|---|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
38,738
shares
|
$1.07 Million
0.14% of portfolio
|
Q2 2025
Reduced 41.95%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
38,555
shares
|
$1.07 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
38,459
shares
|
$1.07 Million
0.38% of portfolio
|
Q2 2024
Reduced 89.5%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
38,007
shares
|
$1.05 Million
0.09% of portfolio
|
Q4 2024
Added 99.99%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
37,960
shares
|
$1.05 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
37,915
shares
|
$1.05 Million
0.38% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
37,814
shares
|
$1.05 Million
0.08% of portfolio
|
Q2 2025
Added 12.33%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
37,700
shares
|
$1.04 Million
0.1% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
37,669
shares
|
$1.04 Million
0.77% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
37,587
shares
|
$1.04 Million
0.26% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
37,544
shares
|
$1.04 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
37,457
shares
|
$1.04 Million
0.36% of portfolio
|
Q2 2025
Reduced 10.89%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
37,329
shares
|
$1.03 Million
0.05% of portfolio
|
Q2 2025
Reduced 55.24%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
37,320
shares
|
$1.03 Million
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
37,282
shares
|
$1.03 Million
0.49% of portfolio
|
Q4 2024
Added 80.95%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
37,178
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.78%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
37,131
shares
|
$1.03 Million
0.46% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Aug 12, 2025 Q2 2025 |
37,049
shares
|
$1.03 Million
0.36% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
36,873
shares
|
$1.02 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
36,823
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Added 61.46%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
36,709
shares
|
$1.02 Million
0.03% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
36,703
shares
|
$1.02 Million
0.17% of portfolio
|
Q4 2024
Added 94.2%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
36,349
shares
|
$1.01 Million
0.46% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
35,708
shares
|
$989,111
0.61% of portfolio
|
Q1 2023
Added 1.17%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
35,600
shares
|
$986,120
0.05% of portfolio
|
Q4 2024
Added 100.0%
|