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 |
|---|---|---|---|---|---|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
32,712
shares
|
$906,122
0.06% of portfolio
|
Q2 2025
Added 17.89%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
32,449
shares
|
$898,837
0.07% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
32,408
shares
|
$897,701
0.21% of portfolio
|
Q2 2025
Reduced 12.9%
|
|
|
Twele Capital Management, Inc.
|
Jul 07, 2025 Q2 2025 |
31,989
shares
|
$886,095
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
|
$884,931
0.24% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
31,602
shares
|
$875,375
0.55% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
31,501
shares
|
$872,577
0.04% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
31,481
shares
|
$872,023
2.0% of portfolio
|
Q3 2023
Reduced 8.29%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
31,227
shares
|
$864,987
0.1% of portfolio
|
Q2 2025
Added 1724.01%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
31,122
shares
|
$862,079
0.27% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
31,108
shares
|
$861,691
0.13% of portfolio
|
Q2 2025
Reduced 18.45%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
31,044
shares
|
$859,918
0.41% of portfolio
|
Q2 2025
Added 15.31%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
31,021
shares
|
$859,281
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Elm Partners Management LLC
|
Aug 05, 2025 Q2 2025 |
30,957
shares
|
$857,508
0.05% of portfolio
|
Q2 2025
Reduced 64.71%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
30,880
shares
|
$855,376
0.52% of portfolio
|
Q2 2025
Reduced 22.79%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
30,671
shares
|
$849,586
0.0% of portfolio
|
Q2 2025
Added 25.17%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
30,637
shares
|
$848,644
0.05% of portfolio
|
Q2 2025
Reduced 35.27%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
30,479
shares
|
$844,268
0.05% of portfolio
|
Q2 2020
Added 32.48%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
30,439
shares
|
$843,160
0.03% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
30,017
shares
|
$831,470
0.02% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
29,985
shares
|
$830,584
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
29,889
shares
|
$827,925
0.0% of portfolio
|
Q2 2025
Reduced 9.91%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
29,693
shares
|
$822,496
1.63% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
29,618
shares
|
$820,418
0.01% of portfolio
|
Q2 2025
Added 32.95%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
29,465
shares
|
$816,180
0.01% of portfolio
|
Q2 2025
Added 82.34%
|