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 1,272 institutions that hold shares in the stock, with a total of 251 Million shares, which have been reported (via 13F filing form) to have a value of $6.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
34,185
shares
|
$895,647
0.05% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
34,094
shares
|
$893,262
0.05% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
33,949
shares
|
$889,463
0.05% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
33,853
shares
|
$886,948
0.02% of portfolio
|
Q2 2025
Added 341.77%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
May 12, 2025 Q1 2025 |
33,834
shares
|
$886,450
0.36% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
33,828
shares
|
$886,293
0.06% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
33,663
shares
|
$881,970
0.07% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
33,289
shares
|
$872,171
0.03% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
33,259
shares
|
$871,385
0.04% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
33,176
shares
|
$869,211
0.03% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
33,062
shares
|
$866,224
0.02% of portfolio
|
Q1 2025
Reduced 96.51%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
33,033
shares
|
$865,464
0.63% of portfolio
|
Q1 2025
Reduced 11.07%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
32,712
shares
|
$857,054
0.06% of portfolio
|
Q2 2025
Added 17.89%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
32,449
shares
|
$850,163
0.07% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
32,408
shares
|
$849,089
0.21% of portfolio
|
Q2 2025
Reduced 12.9%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
32,380
shares
|
$848,356
0.18% of portfolio
|
Q1 2025
Added 219.46%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
32,332
shares
|
$847,098
0.07% of portfolio
|
Q1 2025
Added 18.24%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
32,253
shares
|
$845,028
0.57% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
32,083
shares
|
$840,574
0.53% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Twele Capital Management, Inc.
|
Jul 07, 2025 Q2 2025 |
31,989
shares
|
$838,111
0.16% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
31,947
shares
|
$837,011
0.24% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
31,481
shares
|
$824,802
2.0% of portfolio
|
Q3 2023
Reduced 8.29%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
31,122
shares
|
$815,396
0.27% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
31,108
shares
|
$815,029
0.13% of portfolio
|
Q2 2025
Reduced 18.45%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
31,006
shares
|
$812,357
0.26% of portfolio
|
Q4 2024
Added 99.87%
|