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 |
|---|---|---|---|---|---|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
33,667
shares
|
$923,485
0.73% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
33,625
shares
|
$922,333
0.02% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
33,598
shares
|
$921,593
0.13% of portfolio
|
Q3 2025
Reduced 13.27%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
33,288
shares
|
$913,089
0.03% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 12, 2026 Q4 2025 |
33,281
shares
|
$912,897
0.4% of portfolio
|
Q4 2025
Reduced 3.76%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
33,026
shares
|
$905,903
0.01% of portfolio
|
Q3 2025
Reduced 55.63%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Jan 29, 2026 Q4 2025 |
32,983
shares
|
$904,723
0.0% of portfolio
|
Q4 2025
Added 24.71%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 27, 2026 Q4 2025 |
32,957
shares
|
$904,010
0.33% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
32,934
shares
|
$903,379
0.07% of portfolio
|
Q3 2025
Added 16.12%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
32,913
shares
|
$902,803
0.25% of portfolio
|
Q4 2025
Reduced 2.58%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jan 21, 2026 Q4 2025 |
32,734
shares
|
$897,893
0.06% of portfolio
|
Q4 2025
Reduced 0.31%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
32,403
shares
|
$888,814
0.05% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Strategic Equity Management
|
Nov 05, 2025 Q3 2025 |
32,267
shares
|
$885,083
0.38% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
31,774
shares
|
$871,560
0.02% of portfolio
|
Q3 2025
Reduced 42.05%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
31,481
shares
|
$863,523
2.0% of portfolio
|
Q3 2023
Reduced 8.29%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
31,469
shares
|
$863,194
0.23% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Twele Capital Management, Inc.
|
Jan 09, 2026 Q4 2025 |
31,291
shares
|
$858,312
0.16% of portfolio
|
Q4 2025
Reduced 0.87%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
31,227
shares
|
$856,556
0.1% of portfolio
|
Q2 2025
Added 1724.01%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 14, 2026 Q4 2025 |
31,122
shares
|
$853,676
0.25% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Hengehold Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
30,891
shares
|
$847,340
0.08% of portfolio
|
Q4 2025
Added 7.69%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
30,700
shares
|
$842,101
0.03% of portfolio
|
Q4 2025
Added 1.26%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
30,572
shares
|
$838,589
0.1% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
30,479
shares
|
$836,038
0.05% of portfolio
|
Q2 2020
Added 32.48%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
30,408
shares
|
$834,091
0.58% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
30,266
shares
|
$830,196
0.06% of portfolio
|
Q3 2025
Reduced 18.92%
|
|