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 |
|---|---|---|---|---|---|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
29,009
shares
|
$803,549
0.61% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
28,895
shares
|
$800,391
0.07% of portfolio
|
Q2 2025
Reduced 18.3%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
28,853
shares
|
$799,228
0.11% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
28,732
shares
|
$795,876
0.3% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
28,570
shares
|
$791,389
0.01% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Asset Planning Services Inc
|
Jul 22, 2025 Q2 2025 |
28,425
shares
|
$787,372
0.33% of portfolio
|
Q2 2025
Reduced 6.26%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
28,361
shares
|
$785,599
0.06% of portfolio
|
Q2 2025
Added 21.93%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
28,245
shares
|
$782,386
0.28% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Jul 31, 2025 Q2 2025 |
27,781
shares
|
$769,533
0.35% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
27,604
shares
|
$764,630
0.26% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
27,567
shares
|
$763,605
0.13% of portfolio
|
Q2 2025
Added 13.75%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
27,507
shares
|
$761,943
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
26,895
shares
|
$744,991
0.0% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
26,796
shares
|
$742,249
0.05% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
26,764
shares
|
$741,362
0.01% of portfolio
|
Q2 2025
Reduced 60.01%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
26,749
shares
|
$740,947
0.17% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Jul 29, 2025 Q2 2025 |
26,537
shares
|
$735,074
0.92% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
26,163
shares
|
$724,715
0.03% of portfolio
|
Q2 2025
Added 19.3%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
26,006
shares
|
$720,366
0.2% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
25,976
shares
|
$719,535
0.28% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
25,949
shares
|
$718,787
0.01% of portfolio
|
Q2 2025
Added 20.4%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
25,851
shares
|
$716,072
0.02% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
25,851
shares
|
$716,072
0.82% of portfolio
|
Q2 2022
Added 2.23%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
25,739
shares
|
$712,970
0.01% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Davidson Trust CO
|
Jul 28, 2025 Q2 2025 |
25,588
shares
|
$708,787
0.3% of portfolio
|
Q4 2024
Added 100.0%
|