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 1,339 institutions that hold shares in the stock, with a total of 266 Million shares, which have been reported (via 13F filing form) to have a value of $7.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
37,419
shares
|
$1.03 Million
0.38% of portfolio
|
Q4 2025
Reduced 4.32%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
37,320
shares
|
$1.02 Million
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
37,282
shares
|
$1.02 Million
0.49% of portfolio
|
Q4 2024
Added 80.95%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
37,176
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
36,699
shares
|
$1.01 Million
0.06% of portfolio
|
Q4 2025
Added 8.85%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
36,628
shares
|
$1 Million
0.16% of portfolio
|
Q3 2025
Reduced 9.88%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jan 14, 2026 Q4 2025 |
36,601
shares
|
$1 Million
0.04% of portfolio
|
Q4 2025
Reduced 9.84%
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
36,588
shares
|
$1 Million
0.06% of portfolio
|
Q4 2025
Added 2.39%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
36,575
shares
|
$1 Million
0.7% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Facet Wealth, Inc.
|
Jan 29, 2026 Q4 2025 |
36,464
shares
|
$1 Million
0.02% of portfolio
|
Q4 2025
Added 26.29%
|
|
|
S.A. Mason LLC
|
Jan 29, 2026 Q4 2025 |
36,419
shares
|
$998,973
0.45% of portfolio
|
Q4 2025
Added 0.19%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 22, 2026 Q4 2025 |
36,413
shares
|
$998,808
0.17% of portfolio
|
Q4 2025
Reduced 0.79%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
36,336
shares
|
$996,696
0.36% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
36,112
shares
|
$990,552
0.16% of portfolio
|
Q4 2025
Reduced 13.11%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 16, 2026 Q4 2025 |
35,927
shares
|
$985,477
0.26% of portfolio
|
Q4 2025
Added 38.15%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
35,708
shares
|
$979,470
0.61% of portfolio
|
Q1 2023
Added 1.17%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2025 Q3 2025 |
35,660
shares
|
$978,153
0.36% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
35,600
shares
|
$976,508
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
35,469
shares
|
$972,914
0.05% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Nov 05, 2025 Q3 2025 |
35,388
shares
|
$970,692
0.26% of portfolio
|
Q3 2025
Reduced 10.28%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
35,164
shares
|
$964,548
0.07% of portfolio
|
Q3 2025
Reduced 7.01%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2026 Q4 2025 |
34,521
shares
|
$946,911
0.05% of portfolio
|
Q4 2025
Added 0.4%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
34,394
shares
|
$943,427
0.64% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
34,351
shares
|
$942,247
0.03% of portfolio
|
Q3 2025
Added 32.88%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
33,720
shares
|
$924,939
0.06% of portfolio
|
Q3 2025
Reduced 0.32%
|
|