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 1,337 institutions that hold shares in the stock, with a total of 262 Million shares, which have been reported (via 13F filing form) to have a value of $7.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
26,247
shares
|
$719,955
0.03% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jan 20, 2026 Q4 2025 |
26,093
shares
|
$715,730
0.16% of portfolio
|
Q4 2025
Reduced 0.67%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
26,041
shares
|
$714,304
0.05% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Vigilare Wealth Management
|
Jan 07, 2026 Q4 2025 |
26,029
shares
|
$713,975
0.28% of portfolio
|
Q4 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
25,883
shares
|
$709,970
0.05% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
25,851
shares
|
$709,092
0.82% of portfolio
|
Q2 2022
Added 2.23%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Jan 23, 2026 Q4 2025 |
25,780
shares
|
$707,145
0.2% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
25,770
shares
|
$706,871
0.28% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Jan 26, 2026 Q4 2025 |
25,644
shares
|
$703,414
0.55% of portfolio
|
Q4 2025
Added 10.67%
|
|
|
Davidson Trust CO
|
Jan 27, 2026 Q4 2025 |
25,588
shares
|
$701,878
0.3% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Hendershot Investments Inc.
|
Jan 26, 2026 Q4 2025 |
25,582
shares
|
$701,714
0.09% of portfolio
|
Q4 2025
Added 5.32%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
25,426
shares
|
$697,435
0.12% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
25,043
shares
|
$686,929
0.05% of portfolio
|
Q4 2025
Added 16.02%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
24,981
shares
|
$685,228
0.04% of portfolio
|
Q3 2025
Added 578.46%
|
|
|
Pegasus Asset Management, Inc.
|
Nov 03, 2025 Q3 2025 |
24,502
shares
|
$672,089
0.23% of portfolio
|
Q4 2024
Added 65.74%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
24,458
shares
|
$670,882
0.46% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Belpointe Asset Management LLC
|
Jan 27, 2026 Q4 2025 |
24,447
shares
|
$670,581
0.02% of portfolio
|
Q4 2025
Added 1.06%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
24,425
shares
|
$669,977
0.19% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
24,396
shares
|
$669,182
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
24,386
shares
|
$668,907
0.07% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Wp Advisors, LLC
|
Jan 28, 2026 Q4 2025 |
24,272
shares
|
$665,780
0.17% of portfolio
|
Q4 2025
Added 0.45%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
24,147
shares
|
$662,352
0.03% of portfolio
|
Q3 2025
Reduced 34.51%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
24,063
shares
|
$660,048
0.07% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
23,944
shares
|
$656,783
0.35% of portfolio
|
Q4 2024
Added 142.42%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
23,768
shares
|
$651,956
0.07% of portfolio
|
Q2 2025
Added 4.32%
|
|