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 1,337 institutions that hold shares in the stock, with a total of 262 Million shares, which have been reported (via 13F filing form) to have a value of $7.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
40,699
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Reduced 83.39%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jan 21, 2026 Q4 2025 |
40,249
shares
|
$1.1 Million
0.71% of portfolio
|
Q4 2025
Reduced 4.14%
|
|
|
Stark Wealth Management LLC
Bethlehem, PA |
Aug 28, 2025 Q2 2025 |
40,194
shares
|
$1.1 Million
1.27% of portfolio
|
Q2 2025
New holding
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
40,132
shares
|
$1.1 Million
0.74% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
40,071
shares
|
$1.1 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
39,887
shares
|
$1.09 Million
0.27% of portfolio
|
Q3 2025
Reduced 7.46%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
39,828
shares
|
$1.09 Million
0.25% of portfolio
|
Q4 2025
Reduced 1.84%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
39,809
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
39,665
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2025
Added 181.99%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
39,620
shares
|
$1.09 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
|
$1.08 Million
1.11% of portfolio
|
Q4 2023
Added 1.59%
|
|
|
Econ Financial Services Corp
|
Jan 15, 2026 Q4 2025 |
39,532
shares
|
$1.08 Million
0.56% of portfolio
|
Q4 2025
Reduced 1.87%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
38,968
shares
|
$1.07 Million
0.28% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
38,683
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2025
Reduced 56.67%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
38,614
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Added 8.81%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
38,459
shares
|
$1.05 Million
0.38% of portfolio
|
Q2 2024
Reduced 89.5%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
38,333
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
38,231
shares
|
$1.05 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
38,030
shares
|
$1.04 Million
0.49% of portfolio
|
Q4 2025
Reduced 8.53%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
38,007
shares
|
$1.04 Million
0.09% of portfolio
|
Q4 2024
Added 99.99%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
37,964
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Directional Asset Management
Arlington Heights, IL |
Jan 28, 2026 Q4 2025 |
37,799
shares
|
$1.04 Million
0.94% of portfolio
|
Q4 2025
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 21, 2026 Q4 2025 |
37,700
shares
|
$1.03 Million
0.09% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ae Wealth Management LLC
|
Jan 26, 2026 Q4 2025 |
37,669
shares
|
$1.03 Million
0.01% of portfolio
|
Q4 2025
Added 11.28%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
37,622
shares
|
$1.03 Million
0.46% of portfolio
|
Q3 2025
Added 0.21%
|
|