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 |
|---|---|---|---|---|---|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
25,557
shares
|
$707,928
0.01% of portfolio
|
Q4 2024
Added 347.98%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Jul 16, 2025 Q2 2025 |
25,544
shares
|
$707,568
0.23% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
25,426
shares
|
$704,300
0.12% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
25,080
shares
|
$694,716
0.14% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
25,057
shares
|
$694,078
0.23% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
24,576
shares
|
$680,755
0.18% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Hendershot Investments Inc.
|
Aug 13, 2025 Q2 2025 |
24,575
shares
|
$680,727
0.08% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Pegasus Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
24,502
shares
|
$678,705
0.22% of portfolio
|
Q4 2024
Added 65.74%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
24,497
shares
|
$678,566
0.04% of portfolio
|
Q2 2025
Added 6.7%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jul 24, 2025 Q2 2025 |
24,468
shares
|
$677,763
0.43% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Aug 25, 2025 Q2 2025 |
24,458
shares
|
$677,486
0.45% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
24,396
shares
|
$675,769
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
24,386
shares
|
$675,492
0.07% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
24,375
shares
|
$675,187
0.02% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Wp Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
24,087
shares
|
$667,209
0.17% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
24,039
shares
|
$665,880
0.07% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
23,944
shares
|
$663,248
0.35% of portfolio
|
Q4 2024
Added 142.42%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
23,888
shares
|
$661,697
0.08% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
23,768
shares
|
$658,373
0.07% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
23,745
shares
|
$657,736
0.08% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
23,684
shares
|
$656,046
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
23,673
shares
|
$655,742
0.33% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
23,589
shares
|
$653,415
0.34% of portfolio
|
Q2 2025
Reduced 52.11%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
23,431
shares
|
$649,038
0.21% of portfolio
|
Q2 2025
Added 23.12%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
23,276
shares
|
$644,745
0.14% of portfolio
|
Q4 2024
Added 100.0%
|