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 |
|---|---|---|---|---|---|
|
Roberts Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
35,559
shares
|
$984,984
0.28% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
35,488
shares
|
$983,017
0.0% of portfolio
|
Q2 2025
Added 24.99%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
35,478
shares
|
$982,740
0.05% of portfolio
|
Q2 2025
Added 88.62%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
35,315
shares
|
$978,225
0.66% of portfolio
|
Q2 2025
Added 6.91%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Aug 13, 2025 Q2 2025 |
35,231
shares
|
$975,898
0.49% of portfolio
|
Q2 2025
Reduced 10.3%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
35,168
shares
|
$974,153
0.01% of portfolio
|
Q2 2025
Added 17.01%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
35,068
shares
|
$971,383
0.22% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Aug 04, 2025 Q2 2025 |
34,536
shares
|
$956,647
0.98% of portfolio
|
Q2 2025
Reduced 16.36%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
34,525
shares
|
$956,342
0.22% of portfolio
|
Q2 2025
Reduced 39.41%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
34,510
shares
|
$955,927
0.74% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
34,285
shares
|
$949,694
0.05% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
34,210
shares
|
$947,617
0.06% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
34,153
shares
|
$946,038
0.06% of portfolio
|
Q2 2025
Added 61.95%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
34,120
shares
|
$945,124
0.01% of portfolio
|
Q2 2025
Reduced 77.75%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
34,094
shares
|
$944,403
0.05% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jul 28, 2025 Q2 2025 |
34,024
shares
|
$942,464
0.34% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
33,853
shares
|
$937,728
0.02% of portfolio
|
Q2 2025
Added 341.77%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
33,828
shares
|
$937,035
0.06% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
33,784
shares
|
$935,816
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
33,585
shares
|
$930,304
0.04% of portfolio
|
Q2 2025
Reduced 25.98%
|
|
|
Clearview Wealth Advisors LLC
|
Jul 28, 2025 Q2 2025 |
33,432
shares
|
$926,066
0.61% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Aug 25, 2025 Q2 2025 |
33,342
shares
|
$923,573
0.26% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
33,341
shares
|
$923,545
0.13% of portfolio
|
Q2 2025
Reduced 10.17%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
33,289
shares
|
$922,105
0.03% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Strategic Equity Management
|
Aug 11, 2025 Q2 2025 |
32,861
shares
|
$910,249
0.34% of portfolio
|
Q2 2025
Reduced 19.71%
|